NavigateERP for African business

Setting up a contract

With the client or a subcontractor, on a project.

Steps

  1. Go to Operations → Construction contracts and click New contract (or New subcontract) - or Add a contract on the project.
  2. Choose the project and the client (or subcontractor and the account its work is costed to).
  3. Set the retention (e.g. 10%) and its limit (e.g. 5% of the contract sum), the advance and its recovery %, and the defects period.
  4. Click Create contract, then enter the bill of quantities.