The Contracts section in the admin portal allows you to efficiently manage your business contracts. This section provides a centralized platform to store, track, and monitor your contractual agreements, ensuring proper documentation and effective contract lifecycle management.

1. Accessing the Contracts Section

To access the Contracts section in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/contracts
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Contracts section automatically.

2. Storing and Organizing Contracts

In the Contracts section, you can store and organize your business contracts for easy access and reference. Some common actions you may perform include:

Contract Details: Enter relevant details for each contract, including the contract title, start and end dates, parties involved, contract value, and any additional terms or conditions.

Categorization: Categorize your contracts based on specific criteria, such as contract type, client/vendor name, or contract status. This helps in organizing and filtering your contracts for easier management.

3. Tracking and Monitoring Contracts

The Contracts section may offer various features to track and monitor the status and progress of your contracts. Some common actions you may perform include:

• Contract Status Updates: Update the status of contracts as they progress through different stages, such as draft, pending approval, active, or expired.

• Reminders and Notifications: Set reminders and notifications for important contract milestones, such as renewal dates, payment due dates, or contract termination notices. This ensures timely action and compliance with contractual obligations.

• Contract Versioning: If necessary, maintain a record of contract versions to track revisions and changes made over time. This helps in maintaining an audit trail and ensures transparency in contract management.

4. Search and Reporting

The Contracts section may offer search and reporting capabilities to help you locate specific contracts and generate contract-related reports. Some common actions you may perform include:

Search Contracts: Utilize search functionality to quickly find contracts based on keywords, contract numbers, or other relevant criteria.

Generate Reports: Depending on the system’s capabilities, you may have access to pre-defined or customizable reports related to contract metrics, such as contract value, contract duration, or contract renewal status. These reports can provide insights into your contract portfolio and aid in decision-making.

5. Saving and Applying Changes

After adding, editing, or updating contract details, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the contracts page to save your changes.