Account Contract Management

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This feature makes it easier to add contract pricing from multiple bids, manufacturers, and suppliers to a single account.

Uploading: Getting contract pricing at the account level can be initiated in two locations. A link labeled “Upload Contract Pricing” has been added to the Account Actions box on the account view under the Merge link (see image). Or, use the Upload button on the new account contract list page which is accessed through the edit icon on the account view Contract Pricing widget (new, bottom of image). Once Upload has been selected, a lightbox will open on the screen. Complete the necessary information; Contract/Deal Number, Description, Manufacturer, and upload a contract pricing file, then save. File fields: Product ID, Mfr Name (required), Mfr Part # (required), Price (required), MSRP, and Cost.

Managing: Two tools have been provided to assist in managing these contracts, the Account View widget and Contact Pricing page. After a contract has been added to an account, the Contract Pricing widget will appear on that customer’s account view page. To access the Contract Pricing page, click the edit icon on the account view Contract Pricing widget. Contract Pricing page includes a list of contracts that can be searched, edited, or deleted. Edit allows users to update an existing contract and override existing data. To see a list of items with pricing, select the number in the “# of Products”, and the search results page will display a list all the items associated with the uploaded pricing.

Apply Contract Price on a Document
After contract files have been added to an account, the pricing in those files can then be applied to items on a document. They do not add the items to the document, but apply the contract pricing (price, MSRP, and cost) to those items that have been added to the document. Users create new quotes as normal by adding items from a catalog. Once you are in an active quote, users can also view a list of items with pricing in a contract by returning to the Contract Pricing page and selecting on the number of items in that contract. After the needed items are on the quote:

• Go to the Add/Import/Update dropdown button at the top of the product table and select “Apply Contract”. End dates will auto disable a contract so it will not appear in the Apply Contract window.
• In the Apply Contract window, select the radio button next to the desired contract description and select Apply
• The document will then be updated with the pricing that matches the items on the document. You don’t need all the contract items on the quote for the pricing to apply, and you can have other items on the quote that don’t apply for contract pricing.
• Items not identified as part of that contract will get the price profile rules applied to it.

• Contract price fields for upload via xlsx, xls, and csv, in order from the left column are: Product ID, Mfr Name, Mfr Part #, Price, MSRP, Cost.