Creating a quantity minimum contract

  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