Adding and Managing Counterparties

Estimated reading: 2 minutes 19 views

Introduction

A counterparty is a legal entity – such as a customer, vendor, or partner with whom your organization enters into a contract.

During a contract workflow, terms are negotiated between your organization and the counterparty. The contract becomes effective only when it is signed by authorized representatives from both parties.

Zoho Contracts makes it easy to add, edit, search, and manage counterparties from a centralized interface.

Step-by-Step Instructions

 

1. Add a Counterparty

 

To add a new counterparty:

  1. Go to the Counterparties tab at the top of the page.
  2. Click Add Counterparty at the top right of the page.
  3. Fill in the required fields in the Add Counterparty
  4. Click Add to save.

2. Edit a Counterparty

To update details of an existing counterparty:

  1. Select the Counterparties
  2. Click on the counterparty you want to edit.
  3. In the counterparty details panel, click More (top-right), then choose Edit.
  4. Update the necessary fields in the form and click Update.

Tip: You can also edit a counterparty directly from the list page. Click More next to the counterparty and choose Edit.

 

3. Delete a Counterparty

To remove a counterparty:

  1. Navigate to the Counterparties
  2. Click More next to the counterparty you want to delete, then choose Delete.

Tip: You can also delete a counterparty from its details panel. Click More at the top-right, then select Delete.

 

4. View Contracts Related to a Counterparty

To see all contracts associated with a specific counterparty:

  1. Go to the Counterparties
  2. Open the desired counterparty.
  3. In the right-side panel, click Contracts

5. Search for a Counterparty

To quickly find a counterparty:

  1. Navigate to the Counterparties
  2. Click the Search icon at the top.
  3. Enter the counterparty name.
  4. Matching results will appear below.

6. Filter Counterparties

To filter the counterparty list:

  1. Select the Counterparties
  2. Click the Filter icon at the top of the page.
  3. Choose and apply filter criteria using the available fields.

Filtered results will update automatically in the list view.

Counterparties - Previous Counterparties Next - Counterparties Reports

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success