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How to create contract customers and discounts

Build price contracts from the product register, apply percentage discounts and use them on a job.

Written by Leif T. Rudlang

As an Administrator you can create Contracts. If you want to set up a price contract, the best place to start is the product register.

  1. Go to Registers - Products

  2. Select all the products that should be part of the Contract (you can add or change them directly in the Contract later)

  3. Select Create contract


  4. Give the contract a name and fill in the relevant information


  5. Create the contract and add a default invoice customer if you want one;


  6. Select the products that should carry a discount - select Use percentage discount


  7. Enter the correct discount and choose the rounding - select Apply discount


  8. The contract prices are updated with the prices from the contract


  9. You can add one or more products, or whole product groups


  10. To adjust or delete one, click the product


  11. The whole contract can be deleted by choosing the 3 dots in the top right-hand corner - Delete contract

    How to use a contract on a job

  12. Pick the right customer contract on the job under Contract info


  13. Create the order and the contract customer is suggested as the customer - select it

  14. When you now add product lines, the prices from the Contract appear at the top with the discounted prices.

    The discount is not shown on the Order or the Invoice.


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