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

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.

Note: Fields marked with Asterisk (*) are mandatory.

Once all the details have been added, click “Submit” to add the software contract to the inventory.

Add Hardware, Lease, and Service Contracts

• 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	Description
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.

Note: Fields marked with Asterisk (*) are mandatory.

Once all the details have been added, click “Submit” to add the contract to the inventory.