This is the very first step in a contract flow:
Create a contract (this article)
Set up Billing plan and make it READY
(optional) Request a sub-contract to bargain for competitive cost and wait for it to be approved/rejected
Mark the contract READY manually.
In order to create a contract, follow the steps below.
1. Go to Contract app > Create main contract
2. Click Create Main Contract
3. Select the buyer, duration and add items to the contract
** For a better experience, please make sure the buyer is a POSTPAID user.
4. Select products and SKUs as contract items
5. Set the maximum quantity and customize the pricing
- Quantity limit is the maximum amount that an item can be purchased.
- It is optional when the billing plan is As Incurred. You can leave it blank, which means no limit = unlimited.
- It is compulsory when the billing plan is Milestone. This is to calculate the value of the contract (= unit price * quantity * duration).
- Pricing can be overridden, regardless of public pricing (set in Product app) and discounted pricing (set in Discount app).
6. Save
**NOTE**
- Your contract is now created. However, it cannot be used yet. You still need to create a billing plan (compulsory) and suggest overriding pricing with your supplier (optional).
- Then you need purchase and provision the items under the contract to make it fulfilled.
- You can adjust the contract or delete it if the status is PENDING or READY.