How do I set a rate for my Customer so every time they purchase a product it will be the same price?
Solution
Contract Rate is an option on the Customer Details Screen. Select Add, Edit or Delete as required.
To add a Contract Rate, click Add at the bottom of the screen. Three options are available for setup of the Rate. Either for a Product, for a Product Group or for a Rental / Hire Group.
For each of these selections three options are available for specifying the actual rate - Fixed Rate, Fixed Percent above latest cost or Percentage off Selling Price.
Fixed Rate – Enter a fixed price the Customer will pay. This option is not available for Product Groups
Fixed Percent above latest cost – To use this option tick the box and enter the Percentage the Customer will pay above Latest Cost.
Percentage off Selling Price – To use this option, tick the box and enter a Percentage the Customer will pay below the Selling Price for the Price Level they are on.
Start and Finish dates can be set if the Contract Rate is only for a certain period of time. The Rate will not be used if there is just a start date - all other combinations will use the date settings entered.
Click OK
Contract rates for Products will display with a P in the first column, a G for Product Groups and H for Rental / Hire.
To edit a Contract Rate, highlight it in the list and click Edit at the bottom of the screen.
Contract rates groups can be quickly selected now. The Group Code and Description columns can be sorted by selecting the top of either column.
If a product is in a selected group, and added as a product, the product pricing will be used, not the group pricing.
Making Products inactive
If Products are made inactive and set up as Contract Rates, they will continue to show up on the Contract Rate screen and Reports until they are deleted.
Available Updates
Customer Contract Rate Import Utility
Contract Rate Update by Preferred Supplier Utility
Contract Rate Finish Date Update Utility
Also see Infusion Pricing Rules to see what happens when Customers have discounts, quantity breaks or promo pricing set up.
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