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Setting Contracts with Corporate Clients

Setting Contracts with Corporate Clients

Owned by Tatiana Kasperovich (Unlicensed)
Last updated: May 03, 2022 by GP Support Admin
1 min read

To configure the contract terms that regulate the relationship between your company and a corporate client,

  1. On the Navigation menu, point to Clients, click Corporate clients and then click the client client for which you need to configure the contract terms.

  2. Click the Contract tab, and then click Edit to switch to the editing mode.

  3. Configure the terms of contract as described in Managing Sales Settings .

  4. Click Save.

In order to create reservations, your client must log in the system and appoint a direct sales manager.

According to specific settings of your installation version, you can define the currency that is used for settlements with the client company: the supplier's currency or the contract one. Depending on this parameter chosen, the prices are shown in the specified currency on the search and book forms, and on the Reservations page.