Managing contracts / Agreements

Create or link a Contract /Agreement
This article will explain the different ways in which you can set up the synchronization of your vendor's contracts. Before you continue, make sure...
Mon, 11 Jul, 2022 at 10:20 AM
Managing Contracts - Zomentum Connect
Changing the Contract Period Individually You can override the default contract period for each individual contract.  Please note that it is not possible ...
Tue, 19 Apr, 2022 at 8:03 AM
Service override on contract/agreement for a customer
The service mapping determines which service will be used in your contract/agreement for every product. In some cases, it could be necessary to override the...
Fri, 8 Jul, 2022 at 10:28 AM
Bundle your IT services in your contracts/agreements
You might consider using Service Bundles to offer various tiers of service to your customers, such as a Standard or Premium tier. You could tie in more supp...
Fri, 8 Jul, 2022 at 10:34 AM
Hide contracts on the overview page!
You can now hide contracts that are no longer being used or should not be synced at all, so they don't get in your way.  Open up a contract and check ...
Mon, 28 Feb, 2022 at 2:12 PM
Exclude or Ignore Service Units
n certain situations, you do not want to bill all units to your customer for a given product. You can configure Goolash to automatically exclude a number of...
Fri, 8 Jul, 2022 at 10:41 AM
Link Products to an existing service bundle.
When working with service bundles, you will have to add related products to a single Service Bundle to prevent them from being synced twice.   As an examp...
Fri, 8 Jul, 2022 at 10:43 AM
Contract / agreement settings
You can tell Zomentum Connect when you would like to start syncing the contract. By default, it will set the start date equal to the start of the Microsoft ...
Fri, 8 Jul, 2022 at 11:08 AM
When is a one-time charge (Consumption) charged in Zomentum Connect?
After a manual or automated import we wait +/- 2 hours before we apply and charge the One time charge in the PSA contract or agreement. These are always...
Fri, 8 Jul, 2022 at 11:47 AM
Link multiple vendors to a single contract.
you can link multiple vendor contracts to a single contract. That means you can bill all services for a single customer using a single contract in the PSA ...
Mon, 11 Jul, 2022 at 5:56 AM