Notify customers of price contract changes

You can print and send letters to your customers notifying them of contract price increases or decreases using Customer Contract Price Letters.

1. Go to Sales > Pricing > Customer Contract Price Letters.



2. From the Future Contract Price Date calendar, choose the date on which the price change takes effect.
3. By default, customers of all salesmen will be included. However, if you want to print letters for customers of a specific salesman, type or search for that Salesman, and then press the Tab key.
4. By default, all customers will be included. However, if you want to print letters for a specific customer, type the reference code for the Customer who should receive the letter, and then press the Tab key.
5. To bypass customer preferences for sending letters, select the Print (Bypass Customer Options) check box. (Customer Master>General>Price Letter: None, Print, FAx, Email)
6. Click Run button in the bottom toolbar.
7. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.

   

See also

• Export a report to Excel or PDF
• Print a report
• Share a report through fax or email
• Create a price contract to group customer pricing