Contract Management

What a Contract Looks Like

A service contract is a recurring subscription in Odoo. It covers specific systems at a customer site for a defined term. (coming soon)

Viewing Active Contracts

Where to find them, what the key fields are, how to see what's covered. (coming soon)

Which Systems Are Covered

How to check if a specific system at a customer site is under contract. What to do when it's not. (coming soon)

Upcoming Renewals and Expirations

How to see what's expiring soon. What to do when a contract is up for renewal.

When a subscription renews, Odoo may create a new sales order. You must re-link each covered system to the new subscription. If you skip this, dispatch will see covered systems as uncovered.

(full checklist coming soon)

Adding or Removing Systems

When a customer buys a new system or decommissions one — how to update the contract. (coming soon)