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When a customer is selected in the Customers section on the left, Contracts will be displayed on the right.
When a contract is selected in the Customers section on the left, Contract Stops will be displayed on the right.
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Quick Tip: Use the Look For and Search Under to filter and find contracts. |
How to Create a New Contract
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How to Clone a Contract
Go to X Route > Contracts.
In the Customers section click the customer associated with the contract you would like to edit.
Right-click on the contract you would like to clone from either the Customers section or the Contracts section and select Clone Contract.
Enter the CustID and Contract Name as prompted.
Select “Yes” or “No” to clone contract stops.
How to Edit a Contract
Go to X Route > Contracts.
In the Customers section click the customer associated with the contract you would like to edit.
Double-click the contract you would like to edit from either the Customers section or the Contracts section.
How to Add a Stop
From the contract form, click Add Stop in the toolbar or go to Action > Add Stop.
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How to Deactivate a Contract
From the contract stop form, click
in the toolbar or go to Action > Schedule.
In the Recurring Schedule form, select End on under Range of Recurrence.
Select the date you would like the contract stop to be deactivated.
How to Delete a Contract
Go to X Route > Contracts.
In the Customers section click the customer associated with the contract you would like to delete.
Double-click the contract you would like to delete from either the Customers section or the Contracts section.
Go to Action > Delete.
Contract Form
Toolbar
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Icon | Description |
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 | Save and close the contract form. |
 | Save the contract form and keep it open. |
 | Close the contract form. |
 | Refresh the Stops section of the contract form. This is useful if multiple users add contract stops. |
 | Add a new contract stop to the contract. |
 | View or edit the Recurrence Schedule of the contract. Each contract stop also has a recurrence schedule, so even though a contract is posted for a date, the contract stops posted according to their individual recurrence schedule. |
 | Scan a document onto the contract. |
 | Add an attachment to the contract by uploading a file. |
 | Check the checkbox to show both active and inactive stops. |
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Right-click and select Add Attachment to attach documents to the contract or click the paperclip in the toolbar 
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How to Add a Text File
Right-click and select Create Text File to create a text file.
When finished choose File > Save.
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