Creating an contract for a customer and an individual product

1. In the navigation panel, go to Relationships then Contracts.
2. Click on button New
3. Enter the Name of the contract
4. Enter the long Description of the contract
5. Select the Start and End Date for this contract
6. On the products tab, turn off the flag for All Products
7. On sub tab Individual Products, click on New
8. In the bottom section of the screen key in the Product code for this contract
9. Select the Contract Price Type
10. Continue the process to add any further individual products to this contract
11. On the Cards tab, turn off the flag for All Customers
12. Click on New
13. Key in the Card id
14. 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.
15. Click on Save and Close
16. Continue the process to add any further cards to this contract
17. Click on Workflow Status drop down and select Active
18. Click on button Save and Close.

This contract is now up and running.