Adding Contracts
  • 12 Mar 2024
  • 1 Minute to read

Adding Contracts


Article summary

Adding contracts to a customer's account signs them up to one of the plans available in your inventory.

You can add contracts via Finance > Contracts or directly through the Sales tab of any customer's account on the Admin Panel.


Adding contracts from the Finance section

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click Finance > Contracts.

  3. Click on Add contract.

  4. Select a Customer.

  5. Select a Plan.

  6. Select the relevant Location.

  7. Edit the Key dates as needed.

Not sure what each date means?
  1. Edit the Price section as needed.

  2. Click the Save Changes button.

You can tweak the details and settings of the contract at any point by clicking back on the contract or by going to the Sales tab of the customer's account.


Adding contracts from a Customer's Account

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click Operations > Members and contacts.

  3. Click on the relevant customer account.

  4. Click Sales > Contracts.

  5. Click on Add contract.

  6. Select a Plan.

  7. Select the relevant Location.

  8. Edit the Key dates as needed.

Not sure what each date means?
  1. Edit the Price section as needed.

  2. Click the Save Changes button.

You can tweak the details and settings of the contract at any point from the customer's account or going to Finance > Contracts on the Admin Panel.


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