Welcome to this guide on Fulfilment Terms in Contract Templates, a feature in Empress that provides a convenient way to manage contract terms for your business. This nifty feature allows you to define, track, and manage the fulfilment terms in your contract templates, offering you a streamlined approach to contract management.
Introduction
In the business world, contracts are the bedrock of relationships with partners, suppliers, and customers. The Fulfilment Terms in Contract Templates feature in Empress helps you handle these contracts efficiently. It lets you define specific terms for each contract, which are then used as a reference during the fulfilment process.
Primary Features and Benefits
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Define Terms: You can specify the terms of fulfilment for each contract template. These defined terms serve as guidelines during the fulfilment process.
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Manage Contracts: Empress allows you to view, edit, and track the fulfilment terms of your contracts in one place. This centralization of information ensures you have a clear overview of all contracts.
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User-friendly Interface: Empress offers an intuitive interface that makes it easy to input and manage contract terms without the need for technical expertise.
How to Use the Feature
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Viewing Contract Terms: Navigate to the “Contract Template Fulfilment Terms” section in the Empress CRM module. Here, you can view all the fulfilment terms defined for each contract template.
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Editing Contract Terms: To edit a term, click on the “Requirement” field. Make the necessary changes and click “Save”.
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Sorting Contract Terms: You can sort contract terms based on the “Modified” field. Click on the “Sort” button and choose “Descending” or “Ascending” order.
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Tracking Changes: Empress allows you to track changes made to contract terms. This feature is useful for maintaining a record of updates and modifications.
User Roles and Permissions
Empress provides different user roles and permissions to ensure secure access to contract terms. You can set permissions for each user role based on your business needs. For example, you might allow some users to view terms but restrict them from making edits.
Conclusion
The Fulfilment Terms in Contract Templates feature in Empress streamlines your contract management process by enabling you to define, view, edit, and track fulfilment terms all in one place. By simplifying this process, Empress allows you to focus on other important aspects of your business.
For further assistance, you can refer to the Empress User Guide or contact the Empress Support Team. Happy contract managing!