Sales · Daily operations · 6 min read

Blanket agreements and releases

Agree quantities and prices with a customer for a period, activate the agreement, and release orders against it.

Before you begin

• A blanket agreement is a framework: committed quantities at agreed prices for one customer over a period. Orders are released against it.
• The person who drafts the agreement cannot activate it. Activation needs document.confirm and a different person.
• The customer must be a Customer or Both contact.

Create the agreement

1. Open Sales > Orders > Blanket agreements and press New agreement.
2. Choose the Customer.
3. Enter From and To. The end cannot be before the start: 'The agreement ends before it starts.'
4. Add Committed products: choose each Product, the Quantity (above zero) and the Agreed price. Each product appears once, and an agreement has 1 to 100 products.
5. Optionally add a Note (up to 500 characters).
6. Press Save.

You see "Agreement saved." The agreement gets a number starting SA- and the state Draft.

Activate it

1. A different person who holds document.confirm opens the agreement.
2. They press Activate.

You see "Agreement active." with Activated by showing that person. The products list shows Released and Left for each product, starting at 0 released.

If the drafter tries to activate: 'Somebody other than the person who drafted it must activate the agreement.'

Release orders against it

Create a quotation for the customer and release it against the agreement, then confirm it. The released quantity is consumed from the agreement. Example: an agreement commits 5 units at AED 100.00.

Released and Left are worked out from the orders, so they always agree with the order list.

Close it

1. Open the agreement and press Close.
2. The message is "Agreement closed."

After that no order can be released against it: 'Agreement SA-... is closed, so nothing can be released against it.'

What happens next

An active agreement stays active until you close it or its period ends. Released orders follow the normal order flow: confirm, deliver, invoice.

Good to know

• Errors you may meet: 'Choose a customer.', 'An agreement commits at least one product.', 'Each product once, and products of this company.', 'Enter a positive value.'
• Saving needs document.draft; activating needs document.confirm; viewing needs document.view.
• Use the Back to list button to leave the record without saving.