Any special pricing can be set once the contract or job has been saved. Special pricing options include both Net and Formula-based pricing, with tools for calculating percent increases and accommodating rebate costs. Pricing set for contracts will only apply to the customers listed under the contract. Customers listed under the contract with pricing exceptions can be set to override through the Customer Price Overrides option.
If your company is using Cost by Warehouse, the pricing that displays will correspond with the default warehouse for the branch that you are currently logged in to.
To set Pricing for a Contract follow the easy steps below.
1.Bring up the contract in the Price Contract screen by entering the reference code in the Contract field and pressing Tab.
2.Click the Pricing tab at the top of the screen, then click the Edit button.
3.Enter the product number or description in the Product field and press Tab.
4.In the Net Price field, enter the price that the customer (or the majority of customers under the contract) will pay.
If you need to enter a price formula for the item, right-click on the product, and select Inquire from the menu. This will open the Price Matrix Entry window for the product. Click the Edit button in the bottom toolbar. Then, set your formula by selecting a base field from the C/L/N field, and choosing to add or subtract a dollar value or percent. Set a formula for the cost (if applicable), then click the Save button in the bottom toolbar to save the formula entry. The formula will display in the Net Price field. A completed entry is shown below.
Products that are highlighted in yellow have Customer Price Overrides entered. This means that there is an alternative price for certain customers on the contract. You can enter alternative net prices or formulas for customers under the contract using the Customer Price Overrides option. See the Customer Price Overrides page for instructions.
5.If there is a rebated cost for the product, enter this amount in the Rebate Cost field. Also, if you use a loaded cost for your salesmen, you may want to load the rebate cost on your contracts as well. This loaded rebate cost will be carried through Sales Orders, Invoices and Salesman Commissions. For more information on loaded rebate costs, see the Loaded Rebate Costs page.
6.You can also set Effective and Expiration dates for the pricing, if they are different than the dates for the contract. If the dates are the same as those entered on the Contract tab, these fields can be left blank. These dates will override the dates set under the Contract tab.
7.An example of a completed entry is shown below. Continue to enter products, prices, and costs, until your list of products is complete. Then, click the Save button in the bottom toolbar.
