Contracts
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      1. Texada Knowledge Base
      2. Rental: Texada Web
      3. Contracts

      The Contract Draft List Page

      An overview of the Contract Draft List page in Texada Web.

      Quick Reference

      • A Contract is a binding document between a renter and their customer containing the details of the rental or sale. In Texada Web, users can save newly-created Contracts as drafts, which do not charge the Customer or affect Product availability. 
      • Draft Contracts can be managed via the Contract Draft List page. To reach this page, navigate to Contracts → Draft List in the left side bar.
      • Tips for navigating the Contract Draft List page:
        • Use the search and filtering options at the top of the screen to filter the list of draft Contracts.
        • Click the “Missed Rental” button to create a new missed rental.
        • Click on a draft Contract to edit it and potentially convert it into a live Contract.

      Introduction

      A Contract is a binding document between a renter and their customer containing the details of the rental or sale. When creating a Contract in Texada Web, the user has the option to save the new Contract as a draft. Draft Contracts are working documents that do not charge the Customer or affect Product availability, and are often used when information required to finalize the Contract - such as a PO number - is not available. 

      Draft Contracts can be viewed, modified, and converted into live Contracts via the Contract Draft List page. To reach this page, navigate to Contracts → Draft List in the left side bar.

      The Contract Draft List Page

      1. Search Bar
        Begin typing here to filter the list of Contracts by the text entered. This will search by Contract #, Customer #, and Customer Name.
      2. Filter Button
        Click to activate advanced filter capabilities, allowing you to filter the Draft Contracts table by multiple criteria at the same time. When the advanced filter is active, a search bar or drop-down list will appear above every filterable column, and you will be able to enter or select search terms for as many columns as desired.
      3. Add Missed Rental Button
        Click to add a new Missed Rental. See “Missed Rentals” for more information.
      4. View Manager
        Use this to manage custom views for this table. See “The View Manager” for more information.
      5. Export Button
        Use this to export the table’s contents for use in other programs. See “Exporting the Contents of a Table” for more information.
      6. Draft Contracts Table
        Contains the list of draft Contracts that meet the current search criteria. The appearance of this table can be modified in a number of ways; see “Working with Tables” for more information. 
      7. Draft Contract
        Each draft Contract is displayed in its own row in the table. Click on a Contract to open its details page; see “View and Edit a Contract in Texada Web” for more information. Right-click a Contract to access additional options:
        • Open in New Tab: Opens the Contract’s details in a new browser tab. This can also be accomplished by shift+clicking the Contract.
        • View Customer: Opens the Customer’s details in a new browser tab. See “View and Edit a Customer in Texada Web” for more information.
        • Copy: Copies the contents of the highlighted cell to the clipboard. The cell will flash red to indicate that the copy was successful.

      Draft Contracts Table - Columns

      The Contracts table comprises the following columns:

      • Contract #: The unique ID of the Contract.
      • ID: Equal to the “I.D” field in Texada SRM. A free text field where Users can enter additional ID information for the Customer, such as a Health Card or other number.
      • Created: The date on which the Contract was created.
      • Customer #: The ID of the Customer for which the Contract was created.
      • Customer Name: The name of the Customer for which the Contract was created.
      • Customer Address: The address (street, city, state/province, and postal code) of the Customer for which the Contract was created.
      • Customer Phone: The phone number of the Customer for which the Contract was created.
      • Date Out: The start date of the Contract’s rental period.
      • Date Due: The end date of the Contract’s rental period.
      • Clerk: The SRM Operator Code of the Operator who created the Contract.
      • Time Due: The end time of the Contract’s rental period. 
      • Time Out: The start time of the Contract’s rental period.
      • Rental Discount %: The rental discount applied to the Contract, expressed as a percentage. 
      • Sale Discount %: The sales discount applied to the Contract, expressed as a percentage. 
      • Contract Total: The total cost of the Contract.
      • Location: The Contract’s Location.
      • Division: The Contract’s Division.
      • Ship #: The Site # of the Site to which the items on the Contract should be shipped, if the shipping Site is different from the billing Site.
      • Ship Phone: The phone number of the Site to which the items on the Contract should be shipped.
      • Site Name: The name of the Site to which the items on the Contract should be shipped.
      • Ship To: The address of the Site to which the items on the Contract should be shipped.
      • Salesperson: The salesperson responsible for securing the Contact.
      • PO Number: The PO number associated with the Contract, if any.
      • Reference: Equal to the “Ref” field in Texada SRM. A free text field where Users can enter information about the Contract, such as the document numbers of related documents.
      • Accumulated Deposit
      • Deposit Applied
      • Driver’s License: The Customer’s driver’s license number, if one is on file. Equal to the “Driver Lic” value in SRM.
      • Total Discount Amount: The amount of money, in dollars, that the Customer is saving due to any Rental or Sales Discounts applied to the Contract. For example, if a Contract cost $400 in Rental Products and $200 in Sales Products, and a Rental Discount of 15% and Sales Discount of 20% had been applied, the Total Discount Amount would equal ($400*0.15)+($200*0.2) = $100.
      • Damage Waiver: The value, in dollars, of the damage waiver applied to the Contract, if any.
      • Products: Lists the Product numbers, names, and quantities of the Products and Services included in the Contract. Hover your mouse over the “i” symbol to see the complete list.
      • Comments: Lists the comments that have been left on the Contract, and whether each comment is Customer-facing or internal only. Hover your mouse over the “i” symbol to see the complete list.
      • Consumer or Trade: Custom field.
      • Rentals Amount: The total value, in dollars, of all the rentals included in the Contract.
      • Sales Amount: The total value, in dollars, of all the Sales Products included in the Contract.
      • Services Amount: The total value, in dollars, of all the Services included in the Contract.
      • # of comments: The total number of comments, both internal and customer-facing, that have been left on the Contract.
      • Contract Period Type: Custom field.