Sales
A quantity or value agreement you call off into sales orders instead of retyping the deal.
Where to find it: Left menu → Sales & CRM → Sales Contracts
Step 1
Left menu → Sales & CRM → Sales Contracts. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Create the contract, activate it, then call off remaining quantity into an order. Do not exceed what is left.
Step 3
The order points at the contract. Called-off quantity on the contract should rise.
Yes. Sales Contracts is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. A quote is an offer. A contract is an agreed remaining quantity you draw down.
