To add or view existing contracts, see How do I add contracts?
This guide will walk you through the steps to edit or delete contracts in the system, including editing product contracts. Please be aware that deleting a contract is a permanent action that cannot be undone.
How to edit a contract
Contracts that have only an Overall Cost saved will be categorized as Uncategorized.
- From the side navigation click NaviStack.
- Click Vendor Contracts.
- Scroll down to the Your Contracts
- In the Uncategorized table, click the name of the contract you wish to edit.
- Click Edit.
- Update the necessary fields, such as the contract name or overall cost.
- Click Save.
Optionally. If you need to add product contract details, click Add Now. At a minimum, search for and select the product, then click Save. You may also fill in additional contract details if available.
How to edit a product contract
When editing a product contract, you can modify all contract information except for the vendor product.
- From the side navigation click NaviStack.
- Click Vendor Contracts.
- Scroll down to the Your Contracts
- Click the name of the product you’d like to update the details for.
- Click Edit.
- Update the necessary fields, such as contract details, documents, and notifications.
- Click Save.
How to delete a contract
Warning: Deleting a contract will permanently remove all associated data and uploaded documentation. This action cannot be undone.
- From the side navigation click NaviStack.
- Click Vendor Contracts.
- Scroll down to the Your Contracts
- Click the 3-dot menu next to the contract you wish to delete.
- Click Delete.
- Select Delete.
- Confirm the deletion by clicking Delete.
By following these steps, you can efficiently manage your contracts, whether you need to make edits or permanently delete them.