Manage your contract prices


Reviewing your contract data in Readysell on a regular basis can help you maintain profitability.

The intention of this session is to show you practical ways to monitor and improve the GP you are getting from contracts.  We have picked the top few tips and included them in this session.  There are a lot of additional things you can do in addition to those listed here, we can't get through them all here.  We will look at some in later sessions.

To get any outcome from this session, you have to control your time to implement the processes below on a weekly and monthly basis.  Just running the reports when you remember will not work.  The only way in which this will work is if you:

  • understand what to do
  • make it somebody's responsibility to implement those procedures on a regular basis
  • check occasionally that the processes are being followed
  • contact Readysell if change of staff or other factors cause those checks to stop working for you 

Readysell is happy to produce any amount of documentation or training videos to help you and your team with your training.  If you want any documentation improvements, please let us know.

Basic contract maintenance

Intermediate contracts creating common types of contracts

Advanced use of contracts and advanced pricing options

Reporting on contracts

Uploading contract prices to the web

  • One common issue with contract uploads is that some products on the contract have not uploaded.  Contracts will not upload if the products for the contract have not uploaded.  You should also be aware of: Uploading store products and prices to the web

Contracts quick reference

From the navigation panel, select Relationships. From the relationships navigation menu you can complete the following common actions :

Star RatingHow ToSkillVideo
*****Creating a new contract

Understand how to created contracts and use the various types of fixed prices, discounts and minimum quantities available from contract prices

*****Contract price types determine what your contract will do when it applies to a transaction

Each contract price line has a contract price type. The contract price type determines what happens when a contract applies to a transaction

*****Creating a contract for all customers and all products

Creating a contract for all customers and all products 

*****Creating a contract for a customer and a product category

Creating a contract for a customer and a product category

*****Creating a contract for a machine 

Creating a contract for a machine

*****Creating a contract for freight

Creating a contract for freight


 Importing products into a contract

Importing Products into a Contract

See Also: