Add contractors

Overview

  • Adding contractors
  • Editing contractors

 

To change the status of a contract from "Draft" to "Ordered", you need to assign a contractor. New contractors can be added by a "regular user". More information regarding account roles is found in our help centre.

 

Adding a contractor

You will find a list of all contractors working on your projects in the master data under the "Contractors" submenu item. The contractors are managed in Alasco in a central database at the account level (master data) and can be selected in all projects within your account.
This simplifies contract setup if the same companies work on several projects, as they will be available throughout the account.

The list of contractors offers you the same functions as other lists in Alasco. You can edit the columns and their order, sort the list by columns in ascending or descending order, apply filters and create an Excel export of the currently displayed list.

Analogous to the procedure for adding contracting entities, you can add a contractor by going to the submenu item "Contractors" under master data and clicking the "+ Add" button at the top right corner.

The only mandatory field is the name of the contractor. The following additional information can be entered for the corresponding sections:

  • General:
    • Address
    • Zip Code (the format will be checked based on the selected country)
    • City
    • Country (you can choose between European countries via the drop-down menu)
    • Contractor identifier (is used to avoid duplicates)
  • Contact person:
    • Contact person's name
    • Phone number (the format will be checked based on the selected country)
    • E-mail
  • Payment information:
  • Tax information:
    • VAT ID
    • Tax ID (only available for German contractors)
    • Accounts payable number
    • Tax authority state (only available for German contractors)
    • Tax waiver requirement (check box - only available for German contractors)

Finally, click on "Save" to add the contractor.

 

Adding a contractor while contract creation

If the contractor has not been added, you can add the contractor during contract creation or when editing the contract details. While on the "Add contract" page or the "Edit details" page, click on the Contractor field in the Details section and click on the first option, "+ Add new"

In the window that pops up, you can create a new contractor with all the information. The newly created contractor is automatically selected. You can always edit the contractor in the Master data later.

You can always go back and edit the contractors by going into the Master data, selecting the corresponding contractor and then clicking on the button "Edit", respectively.

Note:

If your contractor provides you with an tax waiver certificate from the tax office, you can upload this individually for each of your contractors. You can find out more about this in the linked Help Centre article.

LEGAL

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