Creating a contract record in Felix is a straightforward process that can be done in two different places. Here's how to do it:
1. Navigate to the Contracts heading tab, then click the orange “Add Contract” button in the top right-hand corner. Alternatively, from the Vendor List, navigate into a vendor’s profile, then click on the Contracts tab, and click the blue “+ Add New Contract” button on the right-hand side.
From the Contracts header:
Alternatively, from the Vendor List, navigate into a vendor’s profile, then click on the Contracts tab, and click the blue “+ Add New Contract” button on the right-hand side.
From the Vendor Profile:
2. Either of the above steps will take you to the Contract Summary page, where you will be required to fill out the mandatory fields, denoted with a red asterisk.
These fields include:
The Vendor Name field is a search/dropdown list; Contracts cannot be added against Vendors who are not contained within your Vendor List. If the Contract Record was created via the Vendor Profile, this field will be automatically populated.
3. Populate the other non-mandatory fields as required by your organization.
4. Configure your Contract access permissions under the Access dropdown.
5. Click “Create Contract” to save and create this record.
Once your contract record is created, you can add Key Dates and Reminders to your contracts.
The uploaded file will not be able to be edited, replaced, or changed once this contract record is created. Please ensure the document you choose to upload in this field with this in mind. Accepted file types can be found here.
Creating a contract record in Felix is a simple process that can be done in just a few steps. If you require additional permissions to access the Contracts Module, please contact your Felix Administrator.
