Contract category

This is the feature Nobi Pro integrated into the system to help KDOL houses manage contracts, quotes.

At the Nobi Pro admin page, to manage contracts, quotations, you go to Settings -> General Settings -> Contract Categories. The interface will display as shown below.

1. Add contract

On the contract category list screen, to add a contract, please follow these steps:

Step 1: Click on the "Add contract" button -> The new form is displayed

Step 2: Enter information for the form. Make sure to fill in all required information (Fields marked with (*) are mandatory fields)

Step 3: Click "Add" to complete

• Set up Contract Guide: HERE

2. Update contract

To update the contract, please follow these steps:

Step 1: Click the three dots on the right of the contract

Step 2: Click "Edit" -> Update form display

Step 3: Enter the information to be updated

Step 4: Click "Update"

3. Delete contract

To delete a contract type, please follow these steps:

Step 1: Click the three dots on the right of the contract

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"

Categories of contracts that have been deleted will temporarily be moved to the Archived tab

4. Archived

Contract types that are deleted will be archived and managed in the Archived tab after successful deletion. Users can either restore the contract type or permanently delete it from the system.

4.1 Restore contract type

To restore contract type, please follow these step:

Step 1: Click the three dots on the right of the contract

Step 2: Click "Restore"

Step 3: In the delete confirmation popup, click "Restore"

4.2 Delete permanently

To permanently delete the contact type, please follow these steps:

Step 1: Click the three dots on the right of the contract

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"