Configure contract defaults for group orders

1. From Sales, select Group sales.

2. Under Configuration, select Group sales settings. The Group Sales Settings page appears and opens to the Reservation Defaults tab.

3. In the Reservation defaults section, select Edit.

Note: For more information about each item on the Edit reservation defaults screen, see Edit Reservation Defaults Screen.

4. To require a contract by default when a group reservation is added, select Contract required. If you select this checkbox, the Due date, Template, and Attachment fields are accessible.

5. Under Contract, in the Due date fields, you configure rules to calculate the due date for group order contracts. You can calculate the default due date based on a specific number of days after the order is created or a specific number of days before the group visit occurs. In the Due date field, enter a specific number of days and then select “Days before visit” or “Days after order creation.”

6. If you use a specific contract template for the majority of your contracts, you can designate a template to use as the default for all group reservations. In the Template field, select the magnifying glass.

7. In the Letter type field, make sure “Group sales contract” is selected and select Search. In the results grid, highlight the template to use as the default and select Select.

8. In the Attachment type field, select the attachment type to use for group contracts. Typically, your system administrator configures the types available. If a contract attachment type has not yet been added to the system and you have the necessary security rights, you can add a new type by entering it in this field.

9. Select Save.