Add Contract Prices for Customers
The Contract Pricing form lets you set up contract pricing for specific customers.
Before
you start
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Decide on the terms of the pricing contracts, where applicable, with your customers.
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Specifically, decide whether they are to affect individual items or entire item categories.
To add contract prices for customers:
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Open Inventory Control > I/C Items and Price Lists > Contract Pricing.
Click here for help on Contract Pricing fields.
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Enter the customer number or select one using the Finder for the customer for whom you want to set up a contract price.
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Select the pricing method you prefer: by item number or by category code.
If
you are pricing by Item Number:
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Enter or select the item number.
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Enter or select a price list.
If
you are pricing by Category Code:
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Enter or select the code for the product category.
Fields in the lower portion of the form are displayed according to the choices you made in the upper portion.
If
you are pricing by Item Number
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Choose one of the following contract price types: Customer Type, Discount Percentage, Discount Amount, Cost Plus a Percentage, Cost Plus Fixed Amount, or Fixed Price.
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Select the customer type.
Or
Enter the relevant amount or percentage. If you chose Cost Plus Fixed Amount or Cost Plus Fixed Percentage, you must first choose the Cost Base and then enter the amount or percentage. Percentages can be entered with up to five decimal places.
If
you are pricing by Category Code
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Choose one of the following contract price types: Customer Type, Discount Percentage, Discount Amount, Cost Plus a Percentage or Cost Plus Fixed Amount.
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Select the customer type (Base, A, B, C, D or E)
Or
Enter the relevant amount or percentage. If you chose Cost Plus Fixed Amount or Cost Plus Fixed Percentage, you must first select the Cost Base and then enter the amount or percentage. Percentages can be entered with up to six decimal places.
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Using the Calendar icons, select the start and expiration dates of the contract. You can leave these fields blank if you want the contract to be open-ended.
These dates are used in Order Entry transaction entries when determining the default item price.
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Click the Add button to add the contract pricing to your data. You will later be able to edit this contract or add another for the same customer by using the Finder or the scroll buttons. You can also clear expired contract prices by using the Clear History form.