Creation of new Contract and Client

i)Click on client and choose import client details in the application as shown below.

ii)Click on the download sample excel template and download the sheet.

iii)Click on the Clients in the excel sheet and fill the red marked mandatory details in the excel sheet.

iv)Click on the client branchs in the Excel sheet and fill the red marked mandatory details in the Excel sheet.

v)Click on the client Contacts in the Excel sheet and fill the red marked mandatory details in the Excel sheet.

vi)Click on select file and upload the file and import the details .

*Note :only valid and correct details will validate and please refer instructions in the excel sheet.

i)Click on Contract and choose import Contract details in the application as shown below.

ii)Click on the upload excel file and download the sheet.

iii)Click on the Contracts in the excel sheet and fill the red marked mandatory details in the excel sheet.

vi)Click on select file and upload the file and import the details .

*Note :only valid and correct details will validate and please refer instructions in the excel sheet.