Video
| Widget Connector | ||
|---|---|---|
|
...
- In the navigation panel, go to Relationships then Contracts.
Click New. The Contract window displays.
Expand title Show me 
- Enter a name and a full Description of the contract. The type and version number are filled in automatically by the system and cannot be changed.
Enter the contract start and end dates if the default dates are not what you want applied to this contract.
Tip Action Rule can be enabled to send email to designated user to alert of contracts due to expire in a specified number of days.
On settings tab System defaults the contract to all sales and service sales if you do not want the contract to apply to a certain transaction you will be required to untick Applies to Sale Order, Sale shipment, Service Order or Service Warranty
Expand title Show me 
The Products tab lets you specify which products the contract applies to; you can apply the contract to product categories, individual products, or a combination of these. To apply the contract to all products, check All Products.
Tip Discount contracts can be uploaded as discount percentage and allow WebX to calculate the result by not specify any products in the contract.
- On the Cards tab you can apply the contract to certain customers or suppliers. You can use the Extract Customers button to add en mass. Or use the All Customers and/or All Suppliers check boxes to apply the contract to all customer cards or supplier cards. (do not fill the start and end date fields in on the customers in the contract if they are to use the main dates at the header of the contract. Be careful what dates you do use if start and end dates are required on the individual customer line of the contract. If you get this wrong, the contract will not work for this customer even though the header dates might be right.)
- Make sure that the "Is Customer" flag is ticked on and the status is either "Active" or "On Stop" for any customers that you want to have contracts uploaded for
- The File Attachments tab is where you can store documents related to this contract (i.e. pdf or excel file of specials)
- The Notes tab lets you add notes to the contract to say why you have created this contract.
- The Sites tab lets you specify which sites the contract applies to. By default the contract applies to all sites.
The Settings tab lets you specify quantity and value restrictions on the contract.
- When you have finished entering information, set the Workflow Status field in the header to Active.
- Click Save and Close to save and close the contract.
...
| Note |
|---|
Understanding which contracts will flow to the web is critical! The only contract by category that will upload to the web is for contract price type discount. Any other contract price by category will not flow up to the web! |
| Note |
|---|
You must not name your contracts the same as your customer's code or the customer's name. If you feel you must, please make a variation to it like "customer code contract" or "customer name contract" Do not make the contract name a long name The base contract price level is usually one that has the customer's code already on it by default. If you then go and create another contract in Readysell for individual pricing and it has the same name it causes issues. |
...
| Note |
|---|
Contract prices are better at uploading contracts for discounts and contracts for individual products. The discount by category and all products upload is fully integrated. But gp GP and markup for all products has have some limitations. |
| Note |
|---|
Contracts that have issues sending to the web
|
...
| Warning |
|---|
For Markup and in the near future GP% contracts we calculate how to send the sell prices to the web as fixed sells. We pre-calculate the sell price of products in Readysell and upload them to the web as fixed prices. In the case of contracts that target the entire product range, we do this for the top 5000 products based on sales rank. The reason we have to do this is the cost on the website may be different to your cost. Since we don't know and can't set the web site cost. We have to calculate the equivalent sell price in Readysell. Then send it up to the web site just like it was a fixed sell price. The limit of the top 5000 products for global markup and gp is due to limits in the number of products we are allowed to upload to the website for contracts
|
