Buyer: How do I navigate within the Contract Dashboard?
To navigate to your Contract Dashboard click "Buy" then "Contracts" on the left-hand side menu.
What information is provided in the dashboard?
#: Locate contracts easier by noting the # associated with it, so that you can easily sort the # column or search for the contract # from the Contract Dashboard later.
Contract Name: Locate contracts more easily by sorting the Contract Name column or searching for the Contract Name.
Seller: View the name of the vendor who is being contracted.
Campaign: View the name of the campaign that the contract is included under.
Client: See which client is associated with the contract.
Brand: View the name of the brand that this contract relates to.
Market: See what market location the inventory on the contract is located in.
Status: View the current status of the contract.
Last Modified: See when the contract was last modified.
View - There are many views that you can use to quickly filter the contracts in your Contract Dashboard. Each view represents a different stage of a contract's life cycle. These views are based on the various statuses that a contract can be in. This tool is helpful in filtering the list of contracts to a more manageable size.
All: Displays all contracts.
Draft: This view displays recently created contracts that have not been submitted or issued yet.
Awaiting Manager Approval: When a user does not have permission to approve or issue contracts, once they submit the contract, a status of the same name is applied to the contract, and the contract is placed in this view until a manager approves it.
Awaiting Seller Approval: Contracts that have been issued by the buyer but not yet viewed by the seller.
Revisions Requested: When a seller clicks on the 'Request Revisions' button at the top of a contract after viewing it, the contract's status becomes 'Revisions Requested', and it is added to this view.
Revised, not Sent: Contracts where changes have been made to the contract, but those changes have yet to be submitted via the 'Submit Revisions' button on the contract.
Revisions Awaiting Approval: When a buyer submits the revisions, a status of the same name is applied to the contract, and it is placed in this view until a user with the permissions approves the changes.
Revised: Contracts the buyer has issued revisions. The seller can now view the modified contract.
In Contract: Contracts that currently have inventory within their cycle time period.
Completed: Any contract that contains inventory where the cycle time periods are in the past.
Create Contract - Create a new contract straight from the dashboard by clicking this button.
Search - Search within your contracts to locate the contract you need.
Action:
When viewing the list of contracts from your Contract Dashboard, the last column of the table is 'Action'. There are several actions you can take on a contract from the dashboard. A short description of each available action is listed below. Please keep in mind that all of these actions are subject to the set of permissions you have.
- View - This action allows you to view the details of the contract.
- Edit - This action is available for contracts with the status 'Draft' and allows you to make changes to a contract that has not yet been submitted or issued.
- Revise - This action is available for contracts that have been submitted or issued and allows you to make any necessary edits.
- Duplicate - This action is used to duplicate the latest saved version of the contract. Duplicating a contract will allow you to build a new contract with the same exact information that has already been entered into an existing contract. You can then edit any information that needs changing.
- Delete - A contract can be deleted when it is still in the 'Draft' state. This action is typically used when the buyer no longer needs a contract that they created.
- Cancel - A contract that has been submitted or issued is generally canceled when the buyer no longer has the need for the assets once being contracted, often due to a change on the client's side. When a contract is canceled, an email notification is sent to the seller.
- Approve - This action is available if the contract or contract with revisions has been submitted, but not yet approved.
- Issue - This action is available if the contract or contract with revisions has been approved, but not yet issued.
- Map - View the inventory included in the contract on a map.
Note: Contracts highlighted in red indicate that an action is required before the contract can move to the next stage.
The history related to a contract can be viewed by clicking on the # for the desired contract. A box (shown below) will pop up displaying the historical events for that contract.