--- title: "Create a Contract from a Quote" canonical: "https://kb.myframeworks.com.au/space/CO/30523010/Create%20a%20Contract%20from%20a%20Quote" format: markdown --- How to Create a Contract from a Quote To create a contract from a quote, perform the following: Create a Quote To create a quote, complete the following: Click the Frameworks Menu, then navigate to Sales > Transaction Processing > Sales Orders from the navigation tree. Click the button and in Order Header Type select ' Quote'. In the Cust Order # field, enter the required number. Job name and part numbers that make up the order number can then be entered as required. If the Customer requires an Order number to be entered. In the Desp. Method field. Date Required will default to the next day but can be updated as required. Select the relevant code from the drop-down arrow Click to create the quote. Refer to Create a Sales Quote for more information. Add Products Click on the Quantity field for the new transaction line and enter the correct value. If required, also select the appropriate UOM using the Search icon. For Tally products, enter the tally qty and length in the Tally field for example, 5/3.1,10/4.2, 6/5.1. The system will validate and translate to a timber tally and total LM for the timber product. Once all product details are entered press or click on the Check icon to save the line details. The entered product will then be displayed beneath the new product entry, detailing all the order details. To update line detail (Qty, Price, Usage, Picking Group or Line Comments), click the Pencil icon. To update a product with a timber tally defined, click the Tally icon. Create a Contract To create a contract within a quote, complete the following: Once you have completed adding products, click Actions and then Mark as 'Entry Complete' from the Actions menu. The status will change to Entry Complete. Click Actions again and then Create Contract from the Actions menu. The Create Contract menu item is only available for quotes with Entry Complete status. 3. Within the Create Contract window, complete the following fields: Select a Contract Type from the dropdown menu. Enable Auto Select if you want the contract to be auto-selected for pricing. Assign a Contract Number to the contract. If desired, enable Merge to merge the new contract with an existing one. Add a Description . Select a Price Rule from the dropdown menu. Enable Hold Price to hold prices for your customer when they change. Enter a Start and End Date or use the Date Picker icon. Enable Save Costs and/or Fixed Quantity if desired. Field Description Contract Type Choose from the following options: Customer : Applies to the designated customer across all branches. National : Applies to multiple customers (assigned in the Contracts Dashboard ) across all branches. Job : Applies to a specified job across all branches. Refer to Contracts Access and Maintenance for more information. Auto Select Enable to have this contract auto-selected for pricing. Customer No. Only relevant when the Customer contact type is selected. Enter or search for a customer to assign the contract to. Contract Number Enter a series of numbers to identify the contract. If Merge is enabled , this field identifies the contract that is to be merged with. Use the button to find an existing contract. Merge Enable to merge this new contract with an existing one. Assign the existing contract using the Contract Number field. Override Products Enable to override the products of the selected existing contract with the contents of the newly created contract. This field becomes active when Merge is enabled and applies to the contract assigned in Contract Number . Description A short description of the contract. Price Rule Select one of the following options: Fixed : Allocates a fixed selling price for all products within the contract. Disc of Retail : Allocates a percentage discount on the retail selling price. Gross Profit : Sets the contract sell price to the gross profit percentage typed. Hold Price Enable to retain the prices of products on Gross Profit-based contracts when those products' prices change. This is available for editing only when the Gross Profit is selected as the Price Rule . Start Date The date from which the contract becomes active. End Date The date of the end of the contract's active period. Fixed Quantity Enable the Fixed Quantity checkbox if this customer contract is for a fixed quantity on certain products. 4. Click Create Contract to create the new contract. Additional Information Refer to Creating a Sales Quote for more information.