Module Contracts

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Contrats
Numero/ID of module	54
User doc. of module	This page
Developer doc. of module	Module Contract (developer)

Introduction

Manage your contracts and subscriptions of services with Dolibarr ERP CRM - English version A contract is usually created from a commercial proposal or sales order that has been accepted by your customer or vendor.

In this scenario, the products or services defined in the commercial proposal are copied into the contract automatically.

Note that the goal of a contract is to track if a service is active or has expired and to renew the service if required. Therefore, defining the price in the contract is not mandatory, although doing so will be helpful to raise invoices when payment is due. Once created, a contract enters an approval workflow. Services that are part of a contract are in the inactive, running, expired, or closed state.

You can activate or close all the services that are part of a contract. To renew a service listed in a contract, you can update the end date of the service. You can create an invoice or sales order from the contract. Dolibarr's main dashboard alerts you with an orange flag when at least one service has expired. Dolibarr allows you to configure the number of days before or after the expiration date at which point the flag should be shown.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

Life cycle / Business rules

Page waiting to complete. To complete, create an account, go back and clic on "Modify". Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier". Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar" Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten". 待完成，欲帮助完成，注册帐号，点击“编辑" ページは未完成の状態です。完成させるにはアカウントを作成し、ページに戻って「編集」をクリックして下さい。