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Your licencing must include one of the agreement modules (Rental, Maintenance, or Service) and Agreement Reviews to take advantage of these features. This manual covers only the specific features added in NCompass Advanced Retail version 11.07 and onwards. Fo...

When setting up new agreements or editing existing ones, you can force the selection of a contract version. To do this, you need to set the configuration option ‘Require Contract Version for Agreements’. This can be set in Tools > Configuration. Type ‘Requir...

NCompass Today Notifications – Charge Review: Navigate to Tools > Configuration. In the search box, type ‘NCompass Today - Show Charge Reviews Due in Days’. Tick the Search All checkbox. Click Search. Set the number of days in advance for the charge r...

Setting Salesperson for Agreement Renewal Reviews Navigate to Tools > Configuration. In the search box, type ‘Salesperson for Agreement Renewal Reviews’. Tick the Search All checkbox. Click Search. Set the required salesperson globally. If not set, t...

The contract ‘Version’ allows the agreement to be tagged with the version of the originally signed agreement. For example: ‘Pre 2020’ ‘36-month fixed term paperwork V1’ ‘36-month fixed term paperwork V2’

Navigate to Administration > Agreements > Contract Versions This Admin window allows you to view, add, or amend contract versions. You can also mark a contract version as ‘expired’. Adding a New Contract Version Click ‘New’. Enter a name for the ...

Renewal Date There is a new tab on the agreement setup window (agreement step 1). Clicking the tab flips the top part of the window to show the new Renewals section. To set a renewal date: Click the checkbox and enter the renewal date or click the ca...

Finding Agreements by Renewal Date To find agreements that by renewal date go to: Navigate to Agreements > Detailed Enquiry. Filters There are a range of filters available, including a new filter by renewal date: Not set – Include agreements with no r...

Configuring Renewal Letters in NCompass Email System Renewal letters are sent out via the NCompass Email system, the template can be configured in the admin menu. Navigate to Administration > Email Templates. Assistance Our Implementations Team will assi...

This module is specifically designed to manage agreements, it allows you to tag an agreement for review, this could be for several reasons. •    Account in arrears•    Customer has made an enquiry for account balance or discrepancy. •    Equipment upgrades•  ...

Setting up Agreement Review Types To set up agreement review types, navigate to the administration menu: Administration > Agreements > Review Types Each review type serves as a descriptive tag for the review. You can create as many review types as needed. ...

Scheduling a Review from the Agreement Explorer Window Navigate to Agreements > Agreement Explorer or press F5 on your keyboard. Enter your customer details by clicking the ‘Pick Customer’ button or enter an agreement or customer number directly into the a...

Review Enquiry Navigate to Agreements > Review Enquiry from the Agreements menu. This will open the Review Enquiry window. Default Enquiry Search Settings The following defaults are normally set for the enquiry search: Reviews with an open status....

Finding Agreements in Review or Renewal Navigate to Agreements > Detailed Enquiry. Filters There are a range of filters available, including a new filter by renewal date. Renewal Date Filters Not set – Include agreements with no renewal date set...