Can I see the combined effect of customer contracts and customer price levels
Overview
It is easy to set a customer up on a good price level, for example government pricing on non-contract products, and also give them the benefit of contract prices on the rest. At least once every six months you should review how contracts and price levels are working in combination for your customers. Price level is on shipments but is not carried over onto sale invoices. So to check price levels you need to run a report from sale shipments not from sale invoices
Procedure
Run the Sale Shipment Line Customer Contract Review report
- From list reports, set your view filter to "Custom Reports"
- Click on the Readysell store button, select browse and highlight the "Sale Shipment Line Customer Contract Review" report from the Readysell store
- Download the "Sale Shipment Line Customer Contract Review" report from the Readysell store
Find the report in the list of list reports. Click on the "Show report using parameters" button
The report shows for each customer the contract and price level sale shipment lines. If a customer is getting a contract and getting government price levels, they are on a very good deal which might need to be reviewed. For example the last line on the report below has got a government sell price and also a 15% contract price discount
Notes
Use the "Show Object" button at the top of the list report to display a tab of detailed information about the sale shipment line that is currently highlighted.
Use the "Show Source Record" button to display the currently highlighted sale shipment line and all of the source sale shipment on a new tab