Customer Price Contracts are agreed special prices and discounts on certain
products, for a particular customer. This becomes a unique price list or
contract for that customer. When you enter a sales order for this customer it
will automatically apply the contract price if the item is on contract as this is
the highest level of priority in the price and discount hierarchy. There
are two
types of customer contracts, a Standard Contract which has no date range so
remains valid until it is deleted, and Short Term Contracts. These can be set
with date ranges for short-term agreed pricing that will temporarily overrule the
Standard Contract. When the short-term date range expires the Standard
Contract will become the prominent pricing for this account again.
The Customer Contracts program can be used to create, print, export, import, amend or delete customer price contracts. You can copy
contracts from one
account to another. There is also a facility to automatically increase all prices
by a chosen percentage to aid you with contract updates. The Customer
Price Contracts program can be used as an enquiry to look up the items the
customer has on contract, and the prices they pay.
To Create a New Contract
1. Select Gx SOP from the toolbar.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Customer Contracts from the second menu.
4. Enter the customer Account Code.
5. For a Standard Contract, drop the Contract Type menu down and select Standard Contract.
6. For a Short-Term contract click the icon to the right of Contract Type.
This takes the cursor down to the Description field where you should type
a title for this contract e.g. Summer Special Contract Prices. Enter a Start
Date and End Date. The prices on expired contracts are no longer
applied, Standard Contract prices if set up will apply again. Power-Gx
offers a feature which warns operators when a contract is nearing its
expiry date. Click here for further details on setting this up.
7. Enter the first Product Code. Right-click anywhere on the product lines
and select Search for Product Code to use the product search.
8. Choose how the contract price is to be applied for this item, either simply
using the price on the contract, or by applying the discount on the
contract, or cost plus applied to the cost price on the contract. Make your
selection from the drop-down menu in the Type column.
9. Select the Catalogue that the standard price is to be taken from.
Discounts and cost plus prices will be calculated from this catalogue price.
If the customer price or discount is dependent on the catalogue selected,
you can enter a product more than once, selecting a different catalogue for
each occurrence of the product on the contract. The contract price and
discount can vary per catalogue.
10. Within the Quantity column select the "..." button to enter quantity
break pricing.
11. Select the supplier's cost price from the drop down list, the default is
the "From Our Stock" cost price.
12. Enter the Contract Price, or if this product contract price is to be
derived from the agreed discount or cost-price plus, leave it blank.
13. Enter the Discount value if you have agreed a specific discount
amount for this product otherwise leave it blank. If you have entered a
contract price in the previous column the discount will already be
calculated.
14. Enter the Discount % if you have agreed a specific discount that will
be applied to the catalogue price. If you have selected Cost Plus, use this
column to enter the % to be applied to the catalogue cost price.
15. The % Margin will be calculated. If you amend this, the price and
discount will be recalculated.
16. Add subsequent products to the contract as above.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Customer Contracts from the second menu.
4. Enter the customer Account Code.
5. Choose the Contract Type i.e. Standard or short-term from the drop-down
menu.
6. Click the Export button.
7. Use the file browser window to select a location to save the exported data
and give the file a name. Data can be exported in CSV (comma delimited)
or TXT (tab delimited) format.
8. Click the Save button on the browser window.
9. Navigate to the chosen location on your computer to open up the exported
file. For Power Gx on the Cloud you will receive further instructions
regarding copying the file to your desktop.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Customer Contracts from the second menu.
4. Enter the customer Account Code.
5. Choose the Contract Type i.e. Standard or short-term from the drop-down
menu.
6. Click the Import button.
7. If
you are using Power Gx in the Cloud view additional instructions
here. Use the file browser window to select a location of your saved data file and
click the Open button on the browser window. Note: the format must be
the following - Alias Code, Product Code, Description, Type, Catalogue,
RRP, Cost Price, Discount, Discount%, Margin, Quantity, Contract Price -
and must be a CSV (comma delimited) or TXT (tab delimited) file. The
following fields are mandatory: Alias, Product, Type (P, D or C), Discount if
it is a discount line and Contract Price. The remaining columns and
Quantity (1 will be default if left blank) are optional.
8. Answer the popup question Does the first row contain column
headers? Yes indicates that your data file has a row of column titles and
No indicates the file contains data only.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Customer Contracts from the second menu.
4. Enter the customer Account Code.
5. Choose the Contract Type i.e. Standard or short-term from the drop-down
menu.
6. You can amend the Start Date and End Date if this is a short-term
contract.
7. To add a product to the contract, find the next available line at the end of
the product list, or right-click the product lines display and select Insert a
Row from the context menu to add the new product in a specific place in
the contract.
8. To delete a product from the contract right-click the product code and
select Delete a Row from the context menu.
9. To amend the price, click the cell with the information you need to change,
i.e. Contract Price, Discount, Discount % or Margin. Amending any of
these will recalculate the others.
10. To locate a specific stock code to amend, use the Find option on the
bottom right of the screen. Type the code in the white box then click the Find button. The line it is on will be highlighted.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Customer Contracts from the second menu.
4. Enter the customer Account Code.
5. Choose the Contract Type i.e. Standard or short-term from the drop-down
menu.
6. In the Percentage Uplift field, enter the % increase you want to add to
prices on this contract. When you press Enter or Return, the contract
prices will be automatically increased by this percentage.
7. Use the Undo Uplift button if you want to revert prices back to the original
values.
icon to the right of Contract Type.
This takes the cursor down to the Description field where you should type
a title for this contract e.g. Summer Special Contract Prices. Enter a Start
Date and End Date. The prices on expired contracts are no longer
applied, Standard Contract prices if set up will apply again. Power-Gx
offers a feature which warns operators when a contract is nearing its
expiry date. Click
here for further details on setting this up.