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Create a price contract to group customer pricing

  • Updated
Create a price contract to group customer pricing
  1. Go to Sales >Pricing>Price Contract.

  2. Click New.

  3. If you want to the system to assign the next available contract number, click Yes. If you want to assign a custom number, click No, and then type the number into the Contract box. Press the Tab key.
  4. Type a DescriptionClosedType a brief description of the contract, usually referring to the customers and/or the vendor covered under it. of the price contract.
  5. If applicable, choose an Effective DateClosedChoose the date on which the contract becomes effective. MM/DD/YYYY and an Expiration DateClosedChoose the date on which the contract will no longer be used and pricing will revert to the default settings. MM/DD/YYYY
  6. If you plan to assign this contract to a VendorClosedIf applicable, type the vendor number of the Vendor you want to associate with the contract. You may also click the magnifying glass and search for the vendor, but make sure you press the Tab key once finished., then type the vendor number and press the Tab key, or search for and select the vendor using the magnifying glass. You can also type a Vendor Contract No.ClosedIf available, type the vendor's reference number for this contract. if applicable.
  7. To print a message below contracted products on invoices and sales orders, select the Special Pricing Contract check box.
  8. To apply the pricing on the contract to Purchase Orders, overriding the default cost for the duration of the contract, select the Purchase Contract Only check box. These contracts will not appear on Rebate Reports.
  9. The Web Contract option is applicable only if you are using eCommerce. If this contract is intended to limit a customer's eCommerce purchases to a specific list of products, select the Web Contract check box. Additional configuration is required to enable web contracts: see Limit web purchases using contracts.
  10. To copy the vendor contract details with a few changes to a future month, type a new contract number into the Vendor Contract No under Future, and then choose the Effective Date. The future pricing will be applied every month starting the date you chose.
  11. Add customers to the contract:
    1. To add all customers to the contract, select the All CustomersClosedAssigns the price contract to all customers. check box.
    2. To add specific customers, make sure the All Customers check box is cleared and then choose how you want to add customers, by Customer Name, Category, or Source Codes.
      • Customer: Make sure the Customer tab is selected, and then click Add Customer.

        1. In the Customer table. type or search for the customer.
        2. If you want the contract to apply to all ship to addresses associated with this customer, select the All Ship Tos check box. If not, clear the box, and select each individual ship to address.
        3. Repeat these steps for each customer you want to add to the contract.
      • Category: Categories are required to group customers. You can quickly assign a group of customers to the same price contract by assigning the Category. Click the Category tab, and then select the check boxes beside each Customer Category whose customer members you want to add to the contract.

      • Source Codes: Sources represent another optional means of categorizing customers, typically for mailing and reporting. You can also assign price contracts to a Source, and all customers belonging to the Source will be assigned as well. Click the Source Codes tab, and then select the check boxes beside the sources whose customer members you want to add to the contract.

  12. Click Save.

  13. You can now Configure product contract pricing .

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