Contract pricing

CONTRACT PRICING IN READYSELL

How to setup contract prices overview

• Setup a number of customer types on your system. For example customer types  A, B and C.,
• Assign one customer type to every customer,
• Setup contact prices by customer type where ever possible. That way a single contract price applies to all customers in the customer type. This greatly reduces the effort required to maintain contract prices as there are a lot less contract price rules. The older style arrangement where prices are setup one at a time for customers and products results in a lot more maintenance work. ,
• Only use contract prices for one product and one customer where doing so is essential.

Contract Price Rules

Most contract  prices should be for everything in a customer type, for a customer type and a department of for a customer type and a product. Very few should be for a customer and a product.
(The ticks in the boxes below stands for use or can be used)

System Reference

Customer Type
Customer Types stem from system reference Customer Type.
E.g. G – government, E – education

EXAMPLES OF THE ABOVE CONTRACT PRICING RULES FOLLOWS...

A contract that applies to everyone (all customers/all sales/all products)

Leaving out all options above the start date
Key in Start and End dates for contract
Select Discount percentage
Click on <OK> to finish

Contract based on Customer Type

Key in Customer Type
Key in Start and End dates of contract
Select ONE of the following options Discount/GP/Pricing Markup Level
Click on <OK> to finish
Customer Type is to be added to customer type field in customer's details

Customer Type Department

Key in Customer Type
Key in Department
Key in Start and End dates of contract
Select ONE of the following options Discount/GP
Click on <OK> to finish
Customer Type is to be added to customer type field in customer's details

Customer Type Product

Key in Customer Type
Key in Product for contact
Key in Start and End dates for contract
Select ONE of the following options Discount/GP/Sell Price
Click on <OK> to finish
Customer Type is to be added to customer type field in customer's details

Customer

Key in Customer Code
Key in Start and End dates for contract
Select ONE of the following options Discount/GP/Pricing Markup Level
Click on <OK> to finish

Customer Department

Key in Customer Code
Key in Department
Key in Start and End dates for contract
Select ONE of the following options Discount/GP/Pricing Markup Level
Click on <OK> to finish

Customer Product

Key in Customer Code
Key in Product
Key in Start and End dates for contract
Select ONE of the following options Discount/GP/Sell Price
Click on <OK> to finish

Converting specific retail to GP/Markup

Firstly check the system reference file to see whether your store is using markup or GP for contract pricing. The system will use GP unless you set this system reference to be turned on – it will then use markup instead. Set description as 1 and value as 1 to turn this on to use Markup instead of GP.

For this example, I am leaving the system reference turned off so it will recalculate the sell price and give it a GP.

Click on <Convert Contract Price To GP Percent>

You are now given a run down on what is happening to your product's pricing for this contract.
Click on <+OK>

The specific retail pricing has now been converted to a GP Percent.
Click on <OK> to save.

Use Tab 2 to define your rules for contract pricing

Disable Markup If On Promotion

• If this contract is for GP Markup you can disable the contract if there is a special flyer/catalogue to run for a certain period.

Disable Markup If Not On Promotion

• If this contract is for GP Markup you can disable Markup even if there is not a Promotion currently running.

Disable Discount If On Promotion

• If this contract is for discount you can disable the contract if there is a special flyer/catalogue to run for a certain period.

Disable Discount If Not On Promotion

• If this contract is for discount you can disable Markup even if there is not a Promotion currently running.

Disable Specific Retails If On Promotion

• If this contract is for a specific retail price you can disable the contract if there is a special flyer/catalogue to run for a certain period.

Disable Specific Retail If Not On Promotion

• If this contract is for a specific retail price you can disable Markup even if there is not a Promotion currently running.