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How should I go about setting up Contract Pricing?
1) go to the customer list
2) highlight the customer and choose Create button in the upper right
3) choose Contract Pricing
4) enter each SKU and the agreed upon price
5) when done, save [F10] the contract and set an expiration date.
TIPS:
One possible timesaver is to use an importer to get all the SKUs into the contract.
1) create an excel file of the SKUs for one contract
2) save the excel file as a comma delimited file
3) repeat for each customer.
Add an Import Items button on your invoice screen.
1) go to File: Definitions: Invoice Button Definitions
2) activate the correct invoice type screen (bottom left)
3) open a button row with some blank entries (top left)
4) highlight IMPORT ITEMS from the list of available buttons and "move" it to the list of buttons for that row.
Start a Contract for a Customer
1) choose the F2 button until you display the Import Items button.
2) select that button
3) in the upper left, choose to add an import definition
4) select the comma delimited file for this customer
5) link to SKU (quantity field will be assumed to be one)
6) choose to import Highlighted [F5]
7) review the list at the bottom and choose Commit [F10]
8) all items will be added to the contract AT REGULAR PRICING.
9) print the contract, then pencil in what prices you will be giving the customer. Edit the contract price for each item and save the contract.
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