> ## Documentation Index
> Fetch the complete documentation index at: https://docs2.zenskar.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How-to guides

## How to create a contract with auto-populated products

1. Start a new contract and select the customer.
2. Set the start date, and optionally an end date.
3. Choose auto-populate. The system adds all default products and pricing configured for the customer's business entity.
4. Review the added line items and adjust any that need a different price for this deal.
5. Save the contract.

## How to add a manually-priced line item to a contract

1. On the contract, choose to add a product manually.
2. Select the product from the catalog.
3. Set the price for this line item.
4. Configure the pricing model, billing schedule, and any discounts or commitments the line item needs.
5. Save the contract.

## How to set up price versions on a line item

1. Open the line item you want to configure.
2. Add a price version with the rate and the time period it applies to (for example, \$10/seat for January through June).
3. Add a second price version for the next period (for example, \$12/seat from July onward).
4. Confirm the versions cover the full line item period with no gaps — validation will flag gaps before the contract can be saved.

## How to align billing to a specific date using anchor dates

1. Open the line item's billing schedule settings.
2. Instead of anchoring to the contract start date, choose an anchor date — for example, the last day of the month or the first day of each quarter.
3. Confirm the anchor date doesn't conflict with anchor dates on other line items in the same contract; conflicting anchor dates are rejected at save time.

## How to preview invoices before activating a contract

1. With the contract open — saved or still a draft — choose invoice preview.
2. Review the generated invoices to confirm pricing, quantities, and schedule are correct.
3. Make adjustments and re-preview as many times as needed; previewing a draft doesn't save or activate anything.

## How to activate a contract

1. Open the contract in draft status.
2. Choose activate. This moves the contract to active and automatically generates the first invoice.
3. *(Placeholder: completeness checks before activation — for example, confirming all required fields are filled in — are not yet available, so review the contract manually before activating.)*

## How to change a recurring quantity from a future date

1. Open the line item for the recurring product (for example, seats or licenses).
2. Add a new quantity entry with the date it takes effect.
3. The system automatically splits the timeline — usage before that date keeps the old quantity, and usage from that date forward uses the new one.

## How to add to an on-demand quantity pool

1. Open the line item for the on-demand product (for example, credits or top-ups).
2. Add the additional units.
3. The new units stack on top of the existing allocation; there's no need to replace or reset the existing pool.

## How to update an existing draft contract

1. Open the draft contract.
2. Make any combination of changes: rename it, update the description or dates, add or remove line items, or edit existing line item prices and dates.
3. Save. All changes in the draft are committed in a single save.
4. If another user saved a conflicting change first, your save is rejected with a conflict error — reopen the contract to see the latest version before retrying.

## How to filter and find contracts

1. Go to the contracts list.
2. Filter by customer, status, name, currency, business entity, or a date range.
3. Open any result to view its full line items, pricing, quantities, and configuration.