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- In the navigation panel, go to Relationships then Contracts.
Click New. The Contract window displays.
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- 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
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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.
Note Office Brands Stores CANNOT use a combination of contract price types to send to the web. A contract must only use one contract price type whether it be for 1 product on the contracts or 5 or 10 or more - it can only use the 1 same contract price type as this is what is able to be handled by the Office Brands end.
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.
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