Creating a contract for specific groups of customers is an excellent way to offer special pricing to certain customers.
- To create a new contract, go to: Lists > Contracts
- In the bottom left-hand corner select Contract > New Contract
- Enter the name of your contract in the Name field, in the Category field select your desired category, and select your desired Start Date and End Date.
- You also have the option to select a Salesperson if desired
- Now, simply scan the first item that you’d like to add to the contract and type the discount in the Scan/Qty field and press Enter to add the discounted item to the contract.
- Continue to do this until all of the desired items are added.
- When all of the changes are made to the contract select OK to save the contract.
