Add or remove contracts for a customer

Some products are discounted for certain customers who have set up special contracts with you. These contracts normally state that a specific customer receives a special price when he or she buys this item.

Another scenario involves setting up a standard contract. Standard contract pricing is a set of contract prices (specific price per product) that you offer to multiple customers.

To accomplish either scenario, you can specify both regular and sale contracts for a customer at the customer level and at the ship to level.

The Pricing screen on the Customer Maintenance tab is where you add or remove contracts at the customer level.

To add regular or sale contracts

  1. Select the customer on the Search screen of the Customer Maintenance tab if you have not already done so. (For instructions on how to do this, please refer to Select a customer.)

  2. Click the Pricing button. The Pricing screen appears.

  3. In the Contracts area, click the Regular button to add a regular contract or click the Sale button to add a sale contract.

  4. In the Contract Number drop-down list, select the contract you would like to add.

  5. Click the Add button. The contract is added to the Contract listing at the bottom of the Contracts area.

Note: You'll notice that the Contract listing for regular contracts looks different than the Contract listing for sale contracts. The "regular" Contract listing has horizontal and vertical lines, like a spreadsheet or table. It also has Promotion and Demotion arrows on the right. However, the "sale" Contract listing does not have the lines, and there are no arrows on the right. These differences provide you with a quick visual cue to indicate that the functionality of these two types of listings is different. For regular contracts, the order is important, because when the price of a product on a contract is determined for a customer, the system uses the price on the first regular contract that contains that product. Therefore, if you click a heading in the regular contract listing, Vision will not rearrange the rows according to the contents of the column you chose, as you can do with other listings. For sale contracts, the system looks to all of the sale contracts and uses the best price available for a product. Therefore, the order that the sales contracts are listed is not relevant. So, if you'd like, you can click the heading in the sale contract listing to have the rows rearranged according to the contents of that column.

  1. If the contract you added is a regular contract, you may need to change the order of the contracts. To move a contract up or down in the Contract listing, select the contract and then click the Promotion or Demotion arrow appropriately.

To remove regular or sale contracts

  1. Select the customer on the Search screen if you have not already done so. (For instructions on how to do this, please refer to Select a customer.)

  2. Click the Pricing button. The Pricing screen appears.

  3. In the Contracts area, click the Regular button to remove a regular contract or click the Sale button to remove a sale contract.

  4. In the Contract Number drop-down list, select the contract you would like to remove.

  5. Click the Remove button. The contract is removed from the Contract listing at the bottom of the Contracts area.

  1. If the contract you removed is a regular contract, you may need to change the order of the contracts. (For more details, please refer to the Note above.) To move a contract up or down in the Contract listing, select the contract and then click the Promotion or Demotion arrow appropriately.

Related Topics

Save or cancel Customer Maintenance data

Lock Customer Maintenance data