COBBLESTONE SOFTWARE

Contract Insight — User Guide

Add Vendor/Company on Contract Add

10. End Users: Vendors/Companies › Adding a Vendor/Company › Add Vendor/Company on Contract Add

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Add Contract wizard's Vendor / Client Name field is where a contract is tied to a company, and — consistent with the same in-line pattern confirmed on the Add Purchase Order wizard — a new vendor can be created from within that field without abandoning the in-progress contract.

2. Key Elements

• Vendor / Client Name field on the Add Contract flow ties a new contract to a company
• A quick add for a new vendor keeps the in-progress contract from being lost