Using Contract Pricing With Customer Records

Contract pricing uses a generic customer to apply rebates, overrides, and other promotional pricing to multiple customer records. This eliminates the need to create pricing criteria for each customer. You can also set up multiple customers in a home branch, and apply contract pricing to that branch to avoid entering pricing information for each customer.

This page contains the following procedures:

Creating a contract customer.
Assigning contract pricing to an existing customer.
Copying contracts to a group of customers.

To create a contract customer:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, do one of the following:

Enter a customer's name to display the customer record that you want to use as the contract customer.
Enter a generic customer name to use as a contract customer. A generic customer name can be a description of the pricing rules or override represented in the pricing rules.

In Sell Matrix Maintenance, create a cell matrix for this customer that includes the pricing rules that you want to apply to this special pricing circumstance.

To use contract pricing for an existing customer:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter a customer for which to apply the contract pricing rules.
Use the Pricing hot key to display the Customer Pricing/Printing screen.

Use the Contracts hot key to display the Contract Pricing screen.

Enter the name of the customer associated with the contract you want to use. This customer can be a generic customer you created or an actual customer. You can assign multiple customer names.

The settings in the Search Contract Pricing In Order Listed and the Best Price Check Through Matrix Cells control maintenance records affect how the system searches for the correct price. The example in the following table assumes that the system has at least two contracts set up:

Search Contract Pricing In Order Listed	Best Price Check Through Matrix Cells	Search results
Y	N	Searches first contract product and then group and then searches each consecutive contract, as follows: 1. Contract 1/Product 2. Contract 1/Groups 3. Contract 2/Product 4. Contract 2/Groups
N	N	Searches the first contract for product and then each consecutive contract for product before searching contracts for groups, as follows: 1. Contract 1/Product 2. Contract 2/Product 3. Contract 1/Groups 4. Contract 2/Groups
Y or N	A or C	All Contract cells will always be searched for the best price.

Press Esc to save the information and return to the Customer Pricing/Printing screen.

This customer record refers to the contract sell matrix only when the customer orders products assigned to the matrix cell. You can point to a contract to include some items ordered by the customer, and you can define different pricing rules for other items by having a separate matrix cell for this customer.

To copy contracts to a group of customers:

From the Files > Price Maintenance menu, select Customer Contract Copy Utility to display the Customer Contract Copy Utility screen.
In the Customer To Copy From field, enter the customer ID from which information is copied.
In the Home Branch field, enter the home branch from which to select the customer. The system copies the contract information to customers who have this branch assigned as their home branch.
In the Customer Type field, enter the customer type from which to select the customer. The system copies the contract information to customers who are assigned this type. Use the Multi hot key to include multiple types. Customer types are assigned from the Customer Pricing/Printing screen's Customer Type hot key.
In the Price Class field, enter the price class from which to select the customer. The system copies the contract information to customers who are assigned this class. Use the Multi hot key to include multiple price classes. Default customer price classes are assigned on the Customer Pricing/Printing screen.
In the Customers to Copy To field, enter the customer to which to copy the information. Use the Multi hot key to include multiple customers. If you entry a customer here, the system ignores the Home Branch, Customer Type, and Price Class fields and copies the contract information to this customer or set of customers.
Use the Begin hot key to copy the information to the selected customer.