by Sue Sanford
One of the number one questions we receive through our support line is, “I amended my contract and it won’t let me change the dates, why?”. The answer is that the user made the wrong selection during the Manage Contract selection for the action that they needed to do. There are three options during the Manage Contract function which have very specific purposes and should not be considered interchangeable.
- Amend is to make changes to an existing contract like adding a sku or a distributor.
- Renew is used to change dates of a contract and since the renewed contract will its own effective/expiration dates, you will can make other changes as well like sku, pricing, distributors, etc.
- Copy is used a shortcut to creating similar contracts quickly by copying the guts of the contact to a new Contractee.
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