SOP — Contract preparation

Purpose: create an accurate customer/lot agreement record and preserve its history.

Field	Standard
Trigger	Approved customer is contract-ready.
Responsible role	Authorized contract owner/Admin.
Required information	Customer, lot, price, initial deposit, term, monthly amount, start date, due day, approvals.
Steps in platform	Verify all terms; create contract; upload signed copy when received; review active status; start post-sales checklist.
Expected status changes	Contract created as applicable; status remains historically visible if voided/cancelled/archived.
Required documents	Signed contract and approved supporting documents.
Financial checks	Terms must match approved commercial decision; do not fabricate deposit/payment.
Follow-up deadline	Signature/document follow-up per company policy.
Escalation conditions	Pricing/term mismatch, wrong customer/lot, missing approval, unsigned agreement.
Completion criteria	Correct contract and document state with owned post-sales work.
Audit/accountability evidence	Contract history, uploaded document, void/cancel reason if applicable.
Common mistakes	Voiding to erase history; assuming signed upload is optional when required.

Media: Screenshot, checklist, fictional scenario.