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Inventory Center - Project Settings - Manage Contract Types

Inventory Center - Project Settings - Manage Contract Types

In this article:

About Contract Types

Contract Types act as a contract descriptor and must be selected from the Contract Types dropdown list when a contract is uploaded into the Inventory Center. Contracts, along with their associated Contract Types, are displayed in the Printable Contracts area of the inventory profile. Lasso provides default Contract Types of Sales Agreement and Addendum, which can be added to as needed.

To view existing Contract Types, hover over Project Settings to Contracts and select Contract Types.

This brings you to the list of Contract Types that can be applied to uploaded contracts for the project.

About Uploaded Contracts

Contracts in PDF format can be uploaded to the Inventory Center so that users can print them from an individual inventory profile. Contracts, along with their associated Contract Types, are displayed in the Printable Contracts area of each Inventory Profile. As a value-add service, Lasso will program the PDF contract so that it automatically populates the details of purchase. (Please contact your Client Director for more information.) You can opt to upload unprogrammed contracts if you simply want them accessible to users in the Lasso system.

Note: Contracts that are larger than 20 MB exceed the size limit and cannot be uploaded. 

To view existing Contracts, hover over Project Settings and select Contracts.

This brings you to the list of Contracts that have been uploaded to the Inventory Center.

Add Contract Type

1 – In the Inventory Center, you can access the Add Contract Types page in two ways:

a) If you want to view the existing list of Contract Types prior to adding new ones, hover over Project Settings to Contracts and select Contract Types.

From here, click on New Contract Type.

b) If you want to skip viewing the list, hover over Project Settings to Contracts to Contract Types and select Add.

2 – Enter a Contract Type in the space provided and Save.

The newly added Contract Type will show in the Contract Types list. The new Contract Type will appear in the dropdown list beside Type when uploading a Contract.

Update/Edit Contract Type

1 – In the Inventory Center, hover over Project Settings, then Contracts, and select Contract Types.

2 – Click on the pencil icon beside the Contract Type you want to update.

3 – Update the name of the Contract Type as needed and Save.

Upload Contract

Note: Contracts that you want to upload must be in PDF format and may not exceed  the size limit of 20 MB. Once they have been uploaded, users can print them from individual inventory profiles. As a value-add service, Lasso will program the PDF contract so that it automatically populates the details of purchase. (Please contact your Client Director for more information.) You can opt to upload unprogrammed contracts if you simply want them accessible to users in the Lasso system.

1 – In the Inventory Center, you can access the Add Contract page in two ways:

a) If you want to view the existing list of uploaded Contracts prior to adding new ones, hover over Project Settings and select Contracts.

From here, click on New Contract.

b) If you want to skip viewing the list, hover over Project Settings to Contracts and select Add Contract.

2 – Enter a name for the Contract in the Name field.

3 – Select the Type of Contract from the dropdown.

4 – In the space beside PDF File, browse for your PDF contract,  select it, and Save.

The newly added Contract will show in the Contracts list.

Delete Contract Type

1 – In the Inventory Center, hover over Project Settings to Contracts and select Contract Types.

2 – Click on the pencil icon beside the Contract Type you want to delete.

3 – Click on Delete.

Note: If the Delete button is not showing, the Contract Type is already associated with an uploaded Contract and cannot be removed. To delete the Contract Type, the uploaded Contract will first have to be removed. 

4 – A message will come up asking if you’re sure you want to delete the Contract Type. Click OK.

The selected Contract Type will be removed from the list.

Warning: Deleting a Contract Type will remove all references to it from inventory details.

Delete Uploaded Contract

1 – In the Inventory Center, hover over Project Settings and select Contracts.

2 – Click on the red X beside the Contract you want to delete.

3 – A message will come up asking if you’re sure you want to delete the Contract. Click OK.

The selected Contract will be removed from the list.

Warning: Deleting a Contract will permanently remove it from Lasso.