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Custom Contracts
Contents
(select one):
Create/Delete/View Contracts
Contract Detail Screen
Adding Items
Edit/Delete Items
Common Contracts
Viewing Custom Contracts
(for customers)
You can create Custom Contracts for
your website. Only one Custom Contract per customer is available, but Common
Contracts apply to all customer accounts.
To Create a new contract:
Fill in the contract code and description, and then
click the Add/Delete Contract button. Your new contract will appear listed with
your other custom contracts.
To Delete a custom contract:
And all the items within it, simply type in the contract
code, put a check in the Delete Contract check box, and then click the
Add/Delete Contract button.
To see the items and pricing for any contract:
Just click on the contract code in your current contract
list.
Contract Detail Screen
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Once you have clicked on the contract code, a screen
will be displayed with all of the items in the contract and their prices. The
following procedures are the same for regular contracts and common contracts.
To add an item to
your contract:
Put in the item number, the contract price, and then
click on the Add/Save button. You will then see that item displayed in the
contract list.
To modify or delete an item:
Simply click on the item number to place it into your
edit view. You can then modify the pricing and save your changes with the
Add/Save button or remove that item from your contract by pressing the Delete
Item button.
Common Contracts
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Common Contracts are items
commonly purchased by your customers, which contains your own unique pricing.
They may be Catalog items, On Sale items, or items which are unique to your
company. Once you are ready, you can add insert these items onto your Common
Contract for your customers to receive your special pricing.
If you do not wish to use the common contract feature, simply leave the
contract blank. If you do decide to use the common contract,
all items and pricing in the contract will
apply to ALL CUSTOMER ACCOUNTS automatically.
Items listed on the common contracts are added and deleted the same way as a
custom contract.
Viewing Custom Contracts (For
Customers)
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Customers have the ability to view
their custom contracts online. To view a contract, the customer simply will
login, and go to My Lists. There a link will be provided to View Custom
Contract. This link only appears to those customers who have been assigned a
custom contract.
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