Identifying contracts that contain discontinued or archived products

Overview

You need to regularly check that your customers are not receipting contract products or are having their sales back ordered because the status has changed on products on customer contracts.

Routine product maintenance is being conduced by many departments in your business. When the status of a product is changed, the change can effect your contract prices and as a result your customers. Yet you may not be immediatedly aware of the change. You should regularly review your contracts to see if any products on a contract have become discontinued, obsolete or archived. The tips below show you how to perform the required checks in a number of different ways:

• By colour coding your contracts so you can see the contracts where any of the products have a unusual status.
• Running a report on contract lines by status

The first thing you need to do is make sure you understand how product status effects each product, see Product Status.

Then run the report shown below. If you are a more advanced Readysell user you can change your contract screen to show you the information you need with a view variant.

• Reviewing products that are not active but which are on active contracts
• Use the Contract individual product review report to check contracts for discontinued products