How to delete a contract?
Contracts --> Delete Contract
The user can now easily delete the individual contract items.
The contracts need to be deactivated
first for them to delete later.
If the custom
role is enabled, the delete permission needs to be added for the role.
1. Select the “Contracts” module from the
left panel and select the individual contract that the user wants to delete.
2. Select the “Delete Contract” option under
the “More Actions” option.
3. A pop-up window prompts the user to select “Delete”
to remove the contract.
user needs to remove the inactive contracts that need action, the user can
remove the contracts easily with the delete option.
How to create/edit contract packages in Zuper?
A contract package can group and assign more than one service to a customer on a contract. To create a contract package, please follow the below instructions. First, log in to Zuper with an admin account. Scroll down the menu bar on the left and ...
How to create a billing period for a contract?
A contract is signed with a customer for the preset number of items or services for a particular period of time. Contract management functionality is essential to safeguard the customer experience while avoiding penalties for underperformance. It ...
How to Edit the Contract?
Navigation: Contracts --> Contract --> Edit Contract Whenever a contract needs to be modified/edited, the user can now change the necessary details and save them. 1. Select the “Contracts” module from the left panel and select the edit icon to ...
How to create a Service Contract?
The service contract is the service agreement between the business and the customer, lists down services that need to be performed, timeline, and other vital information. Zuper allows the user to experience the best service contract creation for ...
How to use the Contract Reminders?
Navigation: Settings --> Configuration Settings --> Contracts The contract reminders are sent to the user based on the contract’s expiry date. 1. Select the “Settings” icon from the left panel, and under the “Configuration Settings,” ...