Overview

 Your licensing must include one of the agreements modules (Rental, Maintenance or Service) and Agreement Reviews to take advantage of these features

 

This guide covers just the specific features added in NCompass Advanced Retail version 11.07 and onwards, for more guidance on setting up agreements please refer to your main user guide or your agreements guide

 

 

The new Agreement renewal features in NCompass Advanced Retail version 11.07 and above, allow you to set a contract version against the agreement, this can be applied to Rental, Maintenance, HP, and Service agreements, this allows you to reference it back to the original paperwork version

 

The setting of renewal and review dates allows the automation of reminder emails to the customer and warn system operators about up a and coming agreements that require action, this is done by both pushing a reminder into NCompass today and automatically entering the agreement into agreement reviews

 

NCompass Today will now show details of any agreements which are due for renewal soon, or which have their charges due for review soon.