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Contracts are used to link catalogs and price lists with suppliers and buying accounts. When customers browse an online store, the items available will depend on the contracts. This ensures purchases are made from the correct suppliers at the correct prices.

Before you can complete a contract record, you need to have defined the following:

  • at least one catalog of products;
  • at least one price list;
  • at least one supplier or buying account.

Contracts have start and expiry dates. These dates are used to set the status of a expired contract. However you can manually change the status of a contract from valid to 'Revision', 'Expired' or 'Void'. 

Creating a Contract

  1. Go to the settings page by selecting Settings from the top right menu.
  2. Select Contracts from the left hand menu.
  3. Click the green New button on the contracts page.
  4. Enter the contract Name and Code.
  5. Click Save.

Editing Contract

  1. Go to the Contracts page as before.
  2. Select a contract by clicking it's Name.
  3. Update the contract details within the Details tab, including Status, Start/End Date and Description.
  4. Use the Catalog tab to manage the contract's catalog views.
  5. Use the Pricing tab to manage the contract's price lists.
  6. Use the Parties tab to manage who the contract applies to.
  7. Click Save.
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