System of contracts

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Structure of the contracts' system

  • Contract is made between a company (service provider) and a payer (user of services).
  • Contract can be associated with a certain type of services (e.g. leasing of equipment, data transfer).
  • Contract can be associated with a certain account group (e.g. Partners).
  • Contract can have unlimited number of appendixes for specific services.

Thus, if a customer has several payers, contracts will be generated for each payer. If he orders several types of services, several contracts will be generated. As far as the customer orders new types of service, new appendixes will be added to existing contracts.

How to set up the contract system

  • Go to the Company management module to enter required information in the Billing details tab.
  • Go to the Document templates module to edit contract and appendix templates or add additional ones.
  • Go to the Company management module to fill out the "Contract" tab.
  • Create appendixes for each template. If you need an appendix that is not associated with any service (for example, technical support regulations), include it to the template of the main contract and specify that the appendixes formed automatically will start with #2.

How it works

  • When a customer enters the Contract management module, all the contracts available for him will be listed. When forming the contract, the payer's id and suffix specified earlier are used as the contract number. The contract's date is the date when the payer was created.
  • A customer can view and print any of templates.
  • If necessary, a customer may request an original copy of the contract. He has to provide contract data (if he has not done it earlier), and the contract's status will change into "requested".
  • The provider views the list of the requested contracts, edits the data, if necessary, prints and sends the contract to a customer. The contract's status changes into "Sent".
  • Having received the signed copy, the provider changes the status into "signed".
  • You may perform the two first steps yourself by switching to the customer control panel.

Discussion

We welcome your feedback and queries in our forum http://forum.ispsystem.com/en/showthread.php?t=6459

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