Contracts – Customer Agreements And Contract Management

Route4Me’s ERP tools enable you to seamlessly create and manage contract entries directly in your account. Contracts can be associated with specific customers and routes, enabling structured oversight of customer agreements, service periods, and more. Each Contract stores key details such as start and end dates and external reference IDs for customer profiles imported from external vendors. Keep reading to learn more about Contract management and attribution.

Add Contracts – Create Contract Entries In Your Route4Me Account

To open your Contracts Page, go to “ERP” > “Contracts” in the Navigation Menu. To add a new Contract, click the “Add Contract” button. NOTE: If you can’t access the Contracts Page or need further details, contact Route4Me Support to get set up.

Open Your Contracts Page

Then, fill in the details of the new Contract and click “Add Contract” to finalize. See the table below for a list of available fields.

Manage Contracts – Find, Edit And Delete Contract Entries

The Contracts Page supports date and Customer filters to help you find the Contracts relevant to your needs. Simply click “Filters” and use the “Customer” option to select which Customers should be used to filter the Contracts list.

Additionally, you can use the date filter at the top to filter Contracts by their start or end dates.

To edit or delete a contract, click the Down Arrow next to it. When you select “Edit“, you can adjust the same Contract settings available when you add contracts. Selecting “Delete” from the action menu will remove the Contract from your account.

You can also click the “Open” button to see a Contract Snapshot where you can see a Contract’s associated route activity.

Contract Data – Customize Contract Display Columns

To adjust the data columns on your Contracts Page, click the Display Columns Icon. Then, check the boxes next to the columns you want to enable. You can change their order in the “Arrange Columns” section by clicking and dragging column headers.

The table below provides an overview of all available Contracts data columns.

Contract Route Attribution – Associate Contracts With Planned Routes

To create a clear link between operational routing data and contractual agreements, you can assign Contracts to routes. To do so, open your Routes Page, click the Down Arrow next to a route, and select “Assign Contract” from the menu.

Open Your Routes Page

You can also assign Contracts to routes and see a route’s Contract attribution in Route Snapshots. To do so, simply scroll down to the “Contracts” field and click “Assign Contract” if one isn’t already associated with the route.

Contract Destination Attribution – Plan Routes With Contract Locations

Contracts can also be associated with specific route Destinations. This happens automatically when planning routes with Locations associated with a Contract’s linked Customer. You can see the “Contract” field in the “Edit Destination” panel on the Routes Page and Destinations List.

Open Your Destinations List