Pact price
contracts are special
price lists for a specific customer(s). They consist of both cost and selling
prices although using the selling prices is optional. The product price list data is provided by
the supplier and imported into your price files on Power-Gx.
The Pact Contract
screen allows you to view existing contracts or import new contracts and then
attach them to one or more customers.
Import New Contract
1. Click on the
Import button in the bottom left of the screen.
2. A window will appear,
see below. You will be prompted to select a supplier from a drop down list. Additionally you are asked to select a Deal/Catalogue Number, this is relevant only if you wish to use the selling prices on the Pact Contract. Press the new Deal button to create a new Deal, if you enter an existing Deal number a message will warn you that the deal already exists. Press OK to continue.
3. Use the file browser to select the Pact Contract file to import. If you are using Power Gx in the Cloud view additional instructions here.
4. The Pact Contract file will be tested for any invalid values, all valid lines will be loaded onto the screen. Any erroneous lines will be listed on an audit report that will appear automatically.
Existing Contracts
1. Use the Contract Number drop down list to select an existing contract.
2. Select the
Print button to see the Print options if you wish to either
export the contract to Excel or print out a report of the contract.
Customers
Use the Customers Tab to allocate customers to this contract or to remove them from the contract.
You will notice that there is a reminder of the Deal number that the selling
prices on the contract have been assigned to at the foot of the screen
To add a customer right click on the grid and select Insert Customer or alternatively select an empty row. Enter a customer account code or use the
Account Search option which is available on the right click menu.
You may paste a list of customers from a spreadsheet by right clicking on the
grid and selecting the Paste a list of customers from Excel
option, press enter after pasting.
To delete a customer right click on the grid and select
Delete Customer.
Other Functions
Use the
Delete button to delete the contract, if the contract has been assigned to a deal an additional prompt will ask you if you wish to delete the deal aswell.
Use the
Save button to save any changes you have made to the contract.
