Creating a quantity minimum contract

Owned by Sue Michael (Unlicensed)
Last updated: Nov 11, 2016 by John Nairn (Unlicensed)
  1. In the Navigation panel, click on Relationships then click on Contracts.
  2. Click on New (top left hand corner)
  3. Contract window opens ready for a new contract to be added
  4. Enter the Name of the Contract EG 10%
  5. Enter a Description of the Contract in the 'Description' Field
  6. Enter a Start Date for the Contract to Start in DD/MM/YY
  7. Enter a End Date for the Contract to End in DD/MM/YY

  8. Enter the required Products for the contract on the Product tab. Select Quantity Minimum on the "Contract price Type" field and enter the minimum value.

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    Products can be entered by Categories, Individual Products or All Products.

  9. On tab Customer click Insert and select the required Customer for the contract, and click OK

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    Customers can be entered by Card Types or by selecting all customers.

  10. Set the Workflow Status to be Active

  11. Click Save and Close