What's on this page:
Navigating the Contracts Overview
Contracts
Billing details
Files
Consumption
Integration log
About navigating the Contracts Overview
In the Contracts overview, you have an overview of all your contracts. You can also create a new contract via (1) "+ Move in Customer."
In summary, this overview is intended to manage contracts, quickly find data and maintain an overview of contract information and status.
In the Contracts overview you have a search and filter bar.
This contains:
A search field to quickly find specific contracts.
Filters based on status, such as "All," "Active," "To sign," and "Blocked."
Dropdown filters to segment contracts based on location groups, customer groups, customer, product, and customer type.
In short, it is a navigation and filter area that allows you to quickly and efficiently refine and manage contract lists.
Contracts details page
When you click on a contract from the contract overview, you'll be taken to the contract's details page. This page offers extensive information and options for managing the selected contract.
In this view, you can manually terminate the contract using the "+ Report move-out" button, or you can edit the product using the "Change product" button. Under the "More" button, you'll find a dropdown list with:
Block
Unblock
Recalculate EAV
Add file
To delete
Below the contract you will find the following tabs:
Detail
Under details you have different cards that each show you specific information about the customer in question:
Details
Billing details
Locations
Consumption groups