> For the complete documentation index, see [llms.txt](https://docs.infraon.io/infraon-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infraon.io/infraon-help/infinity-user-guide/contract-management/add-contract.md). # Add Contract Infraon Infinity platform supports four contract types: **Software**, **Hardware**, **Lease**, and **Service**. Follow the steps below to add a new contract seamlessly: * Navigate to the **‘Add Contract’** button located at the top-right corner of the page. * Choose the appropriate category for the new contract from the predefined options. ## **Add Software Contract** {% embed url="" %} Two tabs must be completed when adding a Software Contract: **Contract Properties** and **Item Details**. Below is a detailed breakdown of each section: **Add Software Contract |** Contract Properties | **Label** | **Action** | **Description** | | ------------------------------- | ------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- | | **Basic Details** | | | | Contract Name \* | Add a name for the contract. | Example: Microsoft Office | | Vendor\* | You can select the associated vendor from the list in the inventory or click **Add Vendor** to add a new one. | Example: Microsoft Corporation | | Manufacturer\* | Select the manufacturer from the dropdown list. | Example: Microsoft | | Status | Set the status of the contract based on the available options. | Options: Draft, Waiting for Approval, Review. Example: Draft | | Managed By | Select the user responsible for managing the contract from the dropdown. | Example: John Doe (IT Asset Manager) | | Approver | Select the team responsible for approving the contract. | Example: IT Procurement Team | | Visibility Type | Select the visibility type for the contract. | Options: Department, Team, User. Example: Team | | Visibility To | Add the specific team, user, or department based on the selected visibility type. | Example: IT Operations Team | | Description | Add a description for the contract. | Example: This contract covers enterprise-level Microsoft Office licenses for all corporate employees. | | **Software License Properties** | | | | License Type | Select the type of license from the dropdown list. | Options: Perpetual, Subscription, Free License, Trial License, Volume. Example: Subscription | | License Key | Enter the associated license key. | Example: XXXXX-XXXXX-XXXXX-XXXXX | | License Based On | Select the licensing model from the dropdown list. | Example: Number of users, device count, or site-based. | | **Terms of Contract** | | | | Start Date | Select the start date from the calendar. | Example: 01-01-2024 | | End Date | Select the end date from the calendar. | Example: 31-12-2024 | | Auto Renew | Toggle ON to enable auto-renewal. | Example: The contract will renew for an additional year upon expiration. | | Notify Expiry | Toggle ON to enable notifications for contract expiration. | Example: Notify the IT Procurement Team 30 days before expiry. | | Terms and Conditions | Add any terms, conditions, or special notes. | Example: The subscription will be terminated if payment is not received within 30 days of renewal. | Once all details are entered, click **‘Next’** to proceed to the next section. **Add Software Contract |** Item Details | **Label** | **Actions** | **Description** | | --------------- | ------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------- | | Software\* | Select the software from the dropdown list or click to add new software. | Example: Microsoft Office Suite, Adobe Photoshop | | Billing Cycle\* | Select the billing frequency from the dropdown list. | Options: Monthly, Quarterly, Yearly. Example: Yearly | | Plan Name\* | Add a name for the plan. | Example: Enterprise Subscription Plan | | Pricing Model\* | Select the pricing model from the dropdown list. | Options: Per Unit, Fixed, One Time. Example: Per Unit | | Cost\* | Enter the cost for the plan. | Example: $10,000 annually | | Count\* | Enter the number of licenses or units included in the plan. | Example: 50 licenses | | Comments | Add any relevant comments about the plan. | Example: This plan includes access to all Office apps and 1TB of OneDrive storage per user. | {% hint style="info" %} **Note:** Fields marked with Asterisk (\*) are mandatory. {% endhint %} Once all the details have been added, click **“Submit”** to add the software contract to the inventory. ## **Add Hardware, Lease, and Service Contracts** {% embed url="" %} * Navigate to the ‘Add Contract’ button located at the top-right corner of the page. * Choose one of the following categories: Hardware, Lease, or Service. * Fill in the required details as outlined below. **Add Contract |** Contract Properties | **Label** | **Action** | **D**escription | | --------------------- | ---------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | | **Basic details** | | | | Contract Name \* | Click to add a name to the contract. | Examples are Dell Hardware Warranty for Hardware, Office Space Lease Agreement for Lease, or Annual Maintenance Service Contract. | | Vendor\* | Select the vendor from the dropdown or click Add Vendor to add a new one. | Examples are Dell Technologies, Real Estate LLC, and ABC Maintenance Services. | | Manufacturer\* | Select the manufacturer from the dropdown list. | Example: Dell, HP (for Hardware). Leave blank if not applicable for Lease or Service contracts. | | Status | Set the status of the contract from the dropdown. | Options: Draft, Waiting for Approval, Review. Example: Draft. | | Currency | Select the currency in which the contract is priced. | Example: USD, EUR, INR. | | Cost\* | Enter the cost associated with the contract. | Example: $25,000 annually. | | Managed By | Select the user responsible for managing the contract. | Example: Jane Doe (Facilities Manager) for Lease or John Smith (IT Manager) for Hardware or Service. | | Approver | Select the team responsible for approving the contract. | Example: IT Procurement Team, Facilities Team. | | Visibility Type | Select the visibility type for the contract. | Options: Department, Team, User. Example: Department. | | Visibility To | Based on the selected visibility type, add the specific team, user, or department. | Example: Finance Department. | | Description | Add a description of the contract. | Example: This contract covers hardware replacement for Dell laptops under warranty. | | **Terms of Contract** | | | | Start Date | Select the start date from the calendar. | Example: 01-01-2024. | | End Date | Select the end date from the calendar. | Example: 31-12-2025. | | Auto Renew | Toggle ON to enable auto-renewal. | Example: Renew for another term if no cancellation is made before expiry. | | Notify Expiry | Toggle ON to enable expiry notifications. | Example: Notify the Facilities Team 15 days before expiry. | | Terms & Conditions | Add any terms and conditions or special notes. | Example: The vendor will provide on-site support for faulty hardware during the contract period. | **Add Contract |** Asset Properties In this tab, map the relevant asset with the contract. For example, Dell Latitude Laptops can be linked to a hardware contract to ensure accurate asset mapping and management. | **Label** | **Action/ Description** | | ----------------- | --------------------------------------------------------------------------------------------------------------------- | | Link Asset | Click Link Asset to select an existing asset from the inventory. Use the search and filter options to find the asset. | | Search and Filter | Use the search bar or filters to find the required asset. | | Add Asset | Click Add Asset to add a new asset. This page allows you to add both IT Assets and Fixed Assets. | {% hint style="info" %} **Note:** Fields marked with Asterisk (\*) are mandatory. {% endhint %} Once all the details have been added, click **“Submit”** to add the contract to the inventory. --- # Agent Instructions This documentation is published with GitBook. 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