Set Default Contract for Specific Items

Talon H. shared this question ago

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At one point when first setting up IO I figured out how to have wedding equipment use one of my contract templates while inflatables used a different template. I now have a third template contract but can't figure out how to associate the items it's designed for with it.

I also want to make sure it still works when inflatables and event equipment are combined--currently when a client gets both the contract shows the information required for both (not using the "additional details" feature in the inventory item itself) without duplicating info shared between them.

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Comments (2)

Gabrielle P. ● 20 days ago

Sounds like you are looking for the extra contract details, which can be set per item in the Settings--Inventory under the advanced settings in the item page.

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Talon H. ● 14 days ago

No, I'm aware of and use that, but that's not what I'm describing.

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Casey Z. ● 15 days ago

Talon, Did you figure this out? Do you have code in your contract template that inserts terms based on the type of event, or something like that? I have different contracts for each delivery type, with additional sections that get added to my contracts based on which state the event is in, and other variables. I might have talked to you about this a long time ago and got you going in that direction.

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Talon H. ● 14 days ago

I have not figured this out yet.

You might be right--the whole "pick contact based on delivery type" thing sounds familiar, but I can't find that setting anywhere. That would be a partial fix, but I have boilerplate text for all inflatables that I don't want to have to copy/paste to every item's "extra contract details", and the same goes for linens, and for tables/chairs, etc. Plus everyone getting more than one inflatable would get duplicated contract info.

If someone just wants linens, I don't want all the inflatables, tables/chairs, etc. stuff to be on their contract. However, if someone books a big event with inflatable delivery but includes tables/chairs/linens etc. I need the contact to include all relevant stuff, not just the stuff tied to the "inflatable delivery" option.

I'm not sure how others are making this work best.

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Casey Z. ● 14 days ago

There is a way to do this exactly as you are describing. The process will seem daunting at first, but it is great once you get it up and going. I see you in my email from a conversation in 2024. I'm going to email you.

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