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  1. In the navigation panel, go to Relationships then Contracts.
  2. Click on button New
  3. Enter the Name of the contract
  4. Enter the long Description of the contract
  5. Leave the Workflow Status as InActive (if you change this you cannot make any further changes at this point to the contract)
  6. Select the Start and End Date for this contract
  7. On the products tab, turn off the flag for All Products
  8. On sub tab Individual Products, click on New
  9. In the bottom section of the screen key in the Product code for this contract
  10. Select the Contract Price Type
  11. Enter the Value
  12. Continue the process to add any further individual products to this contract
  13. On the Cards tab, turn off the flag for All Customers
  14. Click on New
  15. Key in the Card id
  16. If the Start Date and End Date are different to the main contract start and end dates, then fill these in.  If they are not different to the main contract start and end dates, leave these date fields blank.
  17. Click on Save and Close
  18. Continue the process to add any further cards to this contract
  19. Click on Workflow Status drop down and select Active
  20. Click on button Save and Close.

This contract is now up and running.

Creating a contract for Freight

  1. In the navigation panel, go to Relationships then Contracts.
  2. Click on button New
  3. Enter the Name of the contract (e.g: Freight Charge)
  4. Enter the long Description of the contract (E.g: Delivery charge to be automatically added to orders)
  5. Leave the Workflow Status as InActive (if you change this you cannot make any further changes at this point to the contract)
  6. Select the Start and End Date for this contract
  7. On the products tab, turn off the flag for All Products
  8. On sub tab Individual Products, click on New
  9. Key in the Product code for this contract (E.g: FROUT)
    1. You need to find the product that is set-up as freight. Click here to see creating products
    2. Ensure on the product the price is set as what you require.
  10. Select the Contract Price Type in this case Quantity minimum.
  11. Min Qty needs to be set as 1.
  12. On the Cards tab select cards or check on "All Customers".
  13. Click on Save and Close
  14. Click on Workflow Status drop down and select Active
  15. Click on button Save and Close.

This contract is now up and running.

 

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