How to create a new Contract in Product Management Hub? New UI

Introduction

This article explains how to create a new Contract from scratch in Product Management Hub. A Contract defines the agreement between the Vendor and a Consumer — including the markets covered, the financial terms, and the type of Contract being signed. Use this flow when no suitable existing Contract is available to copy. To duplicate an existing Contract, see How to copy an existing Contract in Product Management Hub.

In this article:

• Accessing the New Contract form
• New Contract form overview
• Consumer Information
• Financial Settings
• Contract Type
• Additional Settings
• Saving the new Contract

Accessing the New Contract form

To create a new Contract:

1. Sign in to Product Management Hub. For details on signing in, see Product Management overview.
2. From the My Vendors grid, open the Vendor for whom you want to create the Contract.
3. In the top navigation bar, select Connections Management.
4. The Contracts grid lists all existing Contracts.
5. Select the New Contract button next to the Contracts header.

New Contract form overview

Selecting New Contract opens the New contract page with an empty form. The form is organised into four sections:

• Consumer Information — who the Contract is for and where it applies.
• Financial Settings — currency, billing source, frequency, and tier.
• Contract Type — the type of Contract being created.
• Additional Settings — optional identifiers (Domain Name, External ID).

Consumer Information

The Consumer Information section defines who the Contract is for and the markets and industries it covers.

• Consumer * — select the Consumer for the Contract from the searchable dropdown.
• Start Date * — automatically set to today's date and cannot be edited. The new Contract begins on the current date.
• Countries * — select the countries covered by the Contract. Countries are grouped into regions (for example, Baltic, Nordic) and can be selected individually, by region, or all at once with All Countries.
• Industries * — select one or more industries: Private business, Government, Education, Nonprofit. Use Select All to mark every industry at once.

For detailed descriptions of each field (search behaviour, option lists, region grouping), see the same section in How to copy an existing Contract.

Financial Settings

The Financial Settings section defines the currency, billing source, billing frequency, and pricing tier for the Contract.

• Currency * — currency used for billing and pricing. The dropdown offers 84 options.
• Tier * — pricing tier: One Tier Reseller or Two Tier Distributor.
• Invoice Source * — source of issued Invoices: Platform Billing or Vendor Invoice API.
• Invoice Frequency * — how often Invoices are issued: Per Billing Cycle or Per Order.
• Billing Day * — day of the month when billing occurs. Valid values are 1–28.

For detailed descriptions of each field and its options, see the same section in How to copy an existing Contract.

Contract Type

The Contract Type section defines the type of Contract being created (for example, Distribution Services).

• Contract Types * — select one or more Contract Types from the dropdown. The list shows all Contract Types available for the Vendor.

If the Contract Type you need does not exist, select + New Type in the top-right corner of the section to create one. The New Contract Type page is described in How to copy an existing Contract below.

New Contract Type can be also created in the Contract Types tab, visible in Connections Management next to Contracts grid.

The list contains all existing Contract Types. The Distribution Service Type is created automatically by the system.

In order to create New Contract Type click below button to go to the New Contract Type page.

Additional Settings

The Additional Settings section contains optional identifiers used for invoicing and external system integration.

• Domain Name — optional. Domain name associated with the Contract. Can also be edited after the Contract is created.
• External ID — optional. Identifier shown on Invoices for use with external systems.

Saving the new Contract

Once all required fields are completed:

1. Review the entire form to confirm all values are correct.
2. Select the Create Contract button at the bottom of the form.

After saving, the new Contract appears in the Contracts grid for the selected Vendor, with the chosen Consumer, Contract Type, and the current date as the Start Date.

Summary

A new Contract is created from the Contracts grid by selecting New Contract next to the Contracts header. The New contract form is organised into four sections: Consumer Information, Financial Settings, Contract Type, and Additional Settings. All fields start empty, except for the Start Date, which is auto-set to today and cannot be changed. The form supports creating a new Contract Type on the fly through the + New Type link, with an Unsaved Changes warning if there are pending edits. After completing all required fields and selecting Save, the new Contract appears in the Contracts grid for the selected Vendor.

Related content

• How to copy an existing Contract in Product Management Hub
• Product Management overview
• Understanding Contract types in the Platform