Creating a cost-based contract for suppliers

Owned by Sharon Harden (Unlicensed)
Dec 17, 2020
2 min read

Procedure

  1. In the navigation panel, go to Relationships then Contracts.

  2. Click New. The Contract window displays. 

  3. Select the contract Type.

    1. SUPPRI is for contracts for cost pricing for suppliers. CUSPRI is for contracts for cost pricing for customers.

  4. In this instance - select SUPPRI

  5. Enter a short Name that says what the contract is for

  6. Enter a full Description of what the contract. is for/about

  7. The Version Number is automatically filled in by the system and cannot be changed.

  8. Enter the contract start and end dates if the default dates are not what you want applied to this contract

    Note: Action Rules can be enabled to send email to the designated user to alert of contracts due to expire in a specified number of days.

  9. The Products tab lets you specify which products the contract applies to; you can apply the contract to:

    1. product categories,

    2. individual products, or a combination of these.

    3. To apply the contract to all products, check All Products.

      Discount contracts can be uploaded as discount percentage and allow WebX to calculate the result by not specify any products in the contract.

  10. On the Cards tab you can apply the contract to certain customers or suppliers.  

    1. You can use the Extract Customers button to add en mass.  

    2. Or use the All Customers and/or All Suppliers check boxes to apply the contract to all customer cards or supplier cards.

    3. (DO NOT FILL IN THE START AND END DATE FIELDS in on the card lines in the contract if they are to use the main dates at the header of the contract.  NEVER FILL THEM IN WHERE ONLY 1 OR 2 CARDS ARE ON 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 card even though the header dates might be right. It also causes problems where the contract may show as active on a sale or purchase line but the header of the contract says it is closed/completed.)

  11. 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

  12. The File Attachments tab is where you can store documents related to this contract (i.e. pdf or excel file of specials)

  13. The Notes tab lets you add notes to the contract to say why you have created this contract.

  14. The Sites tab lets you specify which sites the contract applies to. By default the contract applies to all sites.

  15. The Settings tab lets you specify quantity and value restrictions on the contract.

  16. When you have finished entering information, set the Workflow Status field in the header to Active.

  17. Click Save and Close to save and close the contract.