Duplicate a contract

This functionality allows Service Users to quickly create a new contract based on the parameters of an existing one, which can save time and ensure consistency in contract setups.

To duplicate a contract, Service User should press the Duplicate Contract on the Contract’s details page. 

In the new modal screen fill in the required fields.

Form Fields:

1. Duplicated Contract:
   • Displays the name of the contract that is being duplicated, indicating the template or original contract being used for duplication.
2. Contract Name:
   • Input Field: Where the Service User enters the new name for the duplicated contract. 
3. Contract Type:
   • Dropdown Menu: Allows selection of the contract type.
4. Organization Type:
   • Dropdown Menu: Individual or Merchant – This field categorizes the contract based on the organization type it is associated with and can be adjusted as needed.
5. Monthly Fee:
   • Dropdown menu to choose the monthly fee from the list of available. 
6. Options to Duplicate:
   • Duplicate Commission: A toggle option that, when selected, will copy all commission-related settings from the original contract to the new one.
   • Duplicate Limits: A toggle option that allows the Service User to copy all transaction or usage limits from the original contract.

7. Duplicate Button:

• Confirms the duplication of the contract with the entered settings and creates a new contract entry within the system.

8. Cancel Button:

• Closes the dialog box without saving changes, effectively canceling the duplication process