To add a new agreement for an existing site you can simply select the site and the create the agreement option. Alternatively you can use the New Business Wizard from the New Business tab, picking the correct customer and site to add the agreement to.

If you are creating multiple agreements for a site that is not yet live be sure to se the Is Active flag to equal 'All' on the search panel.

Below details the stages involved:

1. From the home page, choose Sales and the Sites page
2. Find the site you would like to add an agreement to
3. Choose Options on the toolbar, select Create New Agreement
4. The New Business Wizard opens on the Agreement Information page
5. Fill in the boxes highlighted in red
6. Choose Finish

 

This will now create a new business agreement for the site and select it for you ready to add items.