Creating an contract for a customer and an individual product

1. From the Navigation panel
2. Click on Relationships
3. Click on Contracts
4. Click on button New (or Create, then New depending on what screen resolution you have)
5. Key in the Name of the contract
6. Key in the long Description of the contract
7. Leave Workflow Status as InActive (at this point)
8. Select the Start Date for this contract
9. Select the End Date for this contract
10. On the products tab
11. Turn off the flag for All Products
12. On sub tab Individual Products
13. Click on New
14. In the bottom section of the screen key in the Product code for this contract
15. Select the Contract Price Type
16. Fill in the relevant fields according to the contract price type
17. Continue the process to add any further individual products to this contract
18. On the Cards tab
19. Turn off the flag for All Customers
20. Click on New
21. Key in the Card id
22. If the Start Date and End Date are different to the main contract start and end dates, then fill these in.  If they are not different to the main contract start and end dates, leave these date fields blank.
23. Click on Save and Close
24. Continue the process to add any further cards to this contract
25. Check you are happy with the contract the way that it is
26. Click on Workflow Status drop down and select Active
27. Click on button Save and Close.

This contract is now up and running.