The Contract List Page

An overview of the Contract 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.
  • To browse existing Contracts in Texada Web, navigate to the Contract List page at Contracts List.
  • By default, Contracts for the past 30 days will be displayed. Use the date selector and search bar at the top of the page to filter the list of the Contracts.
  • Click on a Contract to view its details.
  • Right-click a Contract to access additional options:
    • Open in New Tab: Opens the Contract’s details in a new browser tab.
    • Create Delivery Ticket: Create a Delivery Ticket for the Assets on the Contract.
    • Create Pickup Ticket: Create a Pickup Ticket for the Assets on the Contract.
    • View Customer: Opens the Customer’s details in a new browser tab.
    • Copy: Copies the contents of the highlighted cell to the clipboard.

Introduction

A Contract is a binding document between a renter and their customer containing the details of the rental or sale. Existing Contracts can be viewed in Texada Web via the Contract List page. To reach the Contract List page, navigate to Contracts List in the left side bar.

The Contract List Page

Contracts List Page NUMBERED

  1. Date Selector
    Use this selector to filter Contracts by the dates entered. Click on the start and end dates to edit each date individually, or use the drop-down list to select from predetermined ranges of dates:
    • Today: From the current date to the current date.
    • Yesterday: From the previous date to the previous date.
    • Last 7 Days: From 7 days ago to the current date.
    • Last 30 Days: From 30 days ago to the current date.
    • This Month: From the first day of the current month to the last day of the current month.
    • Last Month: From the first day of the previous month to the last day of the previous month.
  2. Open / Closed / Both Toggle
    Use these buttons to display open Contracts only, closed Contracts only, or both open and closed Contracts, respectively.
  3. Search Bar
    Begin typing here to filter the list of Contracts by the text entered. This will search by Contract #, Customer #, and Customer Name.
  4. View Selector
    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. Contracts Table
    All Contracts that meet the current search criteria are displayed in the Contracts table. The appearance of this table can be modified in a number of ways; see “Working with Tables” for more information. 
  7. Contract
    Each 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 done by shift+clicking the Contract.
    • Create Delivery Ticket: Create a Delivery Ticket for the Assets on the Contract. See “Create a Delivery Ticket in Texada Web” for more information.
    • Create Pickup Ticket: Create a Pickup Ticket for the Assets on the Contract. See “Create a Pickup Ticket in Texada Web” for more information.
    • 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.

Contracts Table - Columns

The Contracts table comprises the following columns:

  • Contract #: The unique ID of the Contract.
  • 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.
  • Date Out: The start date of the Contract’s rental period.
  • Time Out: The start time of the Contract’s rental period.
  • Date Due: The end date of the Contract’s rental period.
  • Time Due: The end time of the Contract’s rental period.
  • eSignature: Click the pen icon Pen Icon in a Contract’s row to begin the process of digitally signing that Contract. See “Electronically Sign a Contract in Texada Web” for more information.
  • Clerk: The SRM Operator Code of the Operator who created the Contract.
  • 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.
  • Ship To: The address of the Site to which the items on the Contract must be sent.
  • 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.