I need to configure a group sales contract (includes video demo)

Some organizations send contracts out to formalize and confirm group orders and facility rentals. If your organization uses contracts as part of your group sales process, you must complete a number of configuration tasks before you can create personalized contracts for group reservations.
Step 1: Configure your contract template: 
The first task we will need to complete is to configure a Group Sales Contract Template that Altru will use to populate information for each group. 
  1. Go to Marketing and Communications > Letter Template Library 
  2. In the upper left under Tasks, click Generate Header File. This header file will be used with your Word Document and helps Altru to know where to place information from your group reservation in your contract document. 
  3. Under Letter Type, choose Group Sales Contract and click OK. 
  4. Altru will then download a .CSV file of all fields available for you to use in your Group Sales Contract. Review the attachment below for a key of what these fields represent.
  5. Outside of Altru, open your contract document in Word.
  6. On the Mailings Tab, click Select Recipients. Find the .CSV file we just saved. 
  7. Click "Insert Merge Field" and select the field you would like to be included in the document. 
  8. Save your template document. 
For a video of these steps, view Creating Template Letters Using a Header File in Altru.

Step 2: Add your contract template: 
  1. Go to Marketing and Communications > Letter Template Library 
  2. Click Add 
  3. In the Add letter template screen, name your document (for example: Birthday Party Contract) 
  4. Add a description if desired.
  5. Under Letter Type, select Group Sales Contract. 
  6. Click Choose File to upload the document you saved. 
  7. Click Save to save the contract template to Altru. 

Step 3: Generate your contract template:
  1. Open a reservation that you need to generate a contract for. 
  2. Under Amounts and Due Dates,  click the drop down arrows beside Contract, then click Create Contract
  3. In the Create contract window, under Contract Template, search for the Contract you have just created.
  4. Under Attachment Type, choose the appropriate selection from the drop down. 
  5. Check the box to mark the contract as Sent if you are also sending the contract. 
  6. Click Save. 

 
  Group Contract Merge Fields Key.pdf

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