---
title: "Add a Contract by Vendor/Client"
slug: "add-a-contract-by-vendorclient"
updated: 2024-01-29T18:55:21Z
published: 2024-01-29T18:55:21Z
canonical: "wiki.cobblestonesoftware.com/add-a-contract-by-vendorclient"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Contract by Vendor/Client

### **Add a Contract by Vendor/Client**

**Adding a Contract by Vendor/Client** Before adding a contract into the Contract Insight system, it is best to verify with the Application Administrator that all departments, vendors, employees, locations, contract types, and status information has been entered. 1. To Add a Contract by Vendor/Client, on the top navigation menu, go to **Contracts** > **Add Contract by Vendor/Client**. ![Navigation for Add Contract by Vendor/Client](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(367).png)2. The **Add New Contract Record** screen displays. Enter the desired vendor/customer name, click **Search**, and select the Vendor/Customer name for whom you would like to add the new contract. ![Add New Contract Record for Company](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(262).png)3. After selecting the Vendor/Customer you would like to add the new contract record with, you will then be asked to select the Contract Type of the new contract record. ![Add New Contract Record Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(191).png)

**Note:** Depending on the contract type selected, the **Add Screens** will look slightly different from one another. Your Application Administrator can alter the fields for each contract type in the **Field Manager** section of the **Manage/Setup** top menu selection. Please be sure to enter all required fields.

4. After entering all required fields (marked by a *) on the **Add New Contract** screen, click **Save & Continue** to add the new contract. ![Click Save & Continue after all required fields entered](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(45).png)

**Note:** For long drop down lists (for example, Vendor drop down), click the drop down arrow for the drop down list to appear and begin typing the name of the vendor you would like to add. The system will automatically position to the area of the drop down that corresponds to what is being entered.

**Note:** Grayed out fields may be different in each Contract Insight system. Contact your Application Administrator if you have any questions about areas that need to be altered/edited. Some fields may be automatically filled when clicking **Continue**.

Click **Save & Continue** to create the new Contract Record. The **Contract Details** screen for the new record displays.

![Contract Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(192).png)