The Contract Management module in TenderBoard allows buyer organisations to create contracts for purchasers to create requests from. This feature usually caters to agreements with fixed prices from which purchasers would raise request from time to time. Learn more about Contract Management here.
Begin by creating a new contract with the prices agreed:
1. Click on Management > Contract Management
2. You will be brought to the Contract Management page that lists all contracts that have been created
3. Click on NEW CONTRACT
4. A new window will pop up
5. Type the supplier's name e.g. SHA Company - select Create company if option is not available under dropdown list
6. Click on SHA Company
7. Click on CREATE
8. Complete the Contract Form beginning with the Overview section
9. A key field to take note is the selection of contract approval workflow that has been created beforehand
10. Ensure all details are provided
11. Proceed to the next section Line Items to build the list of products/services under this new contract
12. You may use the Search Item function if the product/service has been created - this serves well when creating a new contract with changed prices
13. Otherwise, you may type the name of the product/service e.g. Lift Maintenance
14. Click PREVIEW CONTRACT once all details are furnished
15. You will be brought to the html coding page of the form you have just created
16. Click on CONFIRM
17. You will brought back to the Contract Management page
18. The new contract you have created should be listed
Proceed to raising a new purchase request from the new contract created.
If the above does not help to solve your issue, you may also contact our Customer Support team at support@tenderboard.biz.