How do I set a rate for my Customer so every time they purchase a product it will be the same price?
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.
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.