Canopy allows you to store contracts against the supplier record. This helps you to keep track of the contractual commitments that have been made, and to manage the renewal and termination of contracts as they approach their end date.
In this article you will learn:
Adding a contract record to a Supplier Profile
Who has permission to add contracts
Adding a contract record to a Supplier Profile
To add a contract to a Supplier Profile, please follow these steps:
- Select the supplier you wish to add to contract to
- On the Supplier Profile, select the Contracts dashboard
- Click the + Create Contract button in the top right
- A popup will appear asking you to give the contract a name. The Contract Name is the title of the contract, and will be used to help you identify it. Enter a Contract Name and click Save.
- Contract names do not need to be unique
- You may edit the name later if necessary
- You will be taken to the Edit Contract page, containing all the fields of data relating to the contract record you wish to create. Please complete the information as appropriate.
- Note, mandatory fields will be marked with a red asterisk (*) with the phrase 'Please enter a value'. You will not be able to publish the contract record unless these fields are completed.
- Once you are finished, click the Publish button. The contract will now be saved, and visible in the list of contracts.
- Clicking Cancel will escape the process. It will not save any information you have entered and the contract record will be deleted. When creating a contract record for the first time, it is not possible to recover the record once you click Cancel.
- Clicking Delete will delete the contract record. It is not possible to recover the contract record once it has been deleted.
Who has permission to add contracts
You will need to have the relevant user permissions to add contract records to a Supplier Profile.
To check which user roles have permission to do this, please refer to these articles.