Creating a contract for a customer and a product category

Video

Procedure

1. In the navigation panel, go to Relationships then Contracts.
2. Click on the New button.
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 Date and End Date for this contract
7. On the Products tab, turn off the flag for All Products
8. On sub tab Categories, click on New
9. In the bottom section of the screen key in the Category for this contract
10. Select the Contract Price Type
11. Add in the value and/or quantities if required.
12. Continue the process to add any further Categories to this contract
13. On the Cards tab, turn off the flag for All Customers (OR add in the customer cards who are to get this contract)
14. Click on New, key in the Card ID
15. 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.
16. Click on Save and Close
17. Continue the process to add any further cards to this contract
18. Click on Workflow Status drop down and select Active
19. Click on button Save and Close.

This contract is now up and running.

Note.

You can require the customer buy a particular quantity or value in the category before the contract applies. See the 'Min Qty','Max Qty','Min Value','Max Value' properties on the category line. For example if you wanted the customer to buy any 3 products in the 'Toner' category. You would add the 'Toner' category to a contract. You would then set the 'Min Qty' to 3. The customer would need to by any 3 products in the Toner category or any of it's child categories to get the discount or price on the contract line.