Users can view all Contract Pricing Lists by navigating to main menu Prices --> Price Lists page, and the following information is displayed:

• Name, Contract # (hyperlink to Price List Details page; see below)
• Status (Active or Inactive)
• Effective Date, Expiration Date
• Description
• Priority

The Price Lists page can be searched, filtered, and sorted in the following ways:

• Search (keyword)
• Filter by Contract Status (dropdown):
  • All
  • Active
  • Inactive
  • Sort By (dropdown):
  • Name (A – Z)
  • Name (Z – A)
  • Contract # (A – Z)
  • Contract # (Z – A)
  • Expiration Date (New – Old)
  • Expiration Date (Old – New)
  • Effective Date (New – Old)
  • Effective Date (Old – New)
  • Priority

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Price Lists are not created in SupplyMover. Clients create Price Lists in their ERP, and it is viewable in SupplyMover.

When users select a specific Price List hyperlink, the Price List Details page is displayed and includes the following information:

Header:

• Contract Name
• Description

Price List Details:

• Status (Active or Inactive)
• Effective Date (if date given, then contract price will be given through designated period)
• Expiration Date (if no date given, then contract price will continue indefinitely)
• Priority Level (if a customer is eligible for more than one Price List, then the designated Priority Level will determine which contract price will be applied; an item with a Saved Price is Priority Level zero and supersedes all others)
• Description

Applied To (contract applied to designated items):

• Search and Sort:
  • Search keyword
  • Sort By (dropdown)
• Table displays:
  • Name, Manufacturer (hyperlink to Item Details page)
  • Item #
  • Min. Order Amt. (criteria/condition that requires a minimum amount ordered to get contract price for item; if field is empty, then there is no minimum amount order requirement to get the contract price)
  • Price:
    • Price
    • Trend (up/down) in dollars relative to various data points (e.g., list price, cost, or fixed amount) (color-coded)

Clients Under Price List (list of clients that are receiving contract price):

• Search, Filters, and Sort:
  • Search keyword
  • State (dropdown)
  • Sales Rep (dropdown)
  • Alternate Rep (dropdown)
  • Lead / Customer (dropdown)
  • Sales Status (dropdown)
  • Sort (dropdown)
• Table displays:
  • Client, Address:
    • Client name (hyperlink to Client Details page)
    • Street # and name
    • City, State Zip
  • ERP #
  • Lead/Customer, Business Type
  • Sales Rep, Alternate Rep

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Things to Consider:

• An Item with a Saved Price is Priority zero, and as such, will override any contract.
• Customers can be on multiple Price Lists.
• Price Lists and Priority Level can only be set in ERP – viewable in SupplyMover.
• If an item is not on a Saved Price or Contract Price, then it defaults to list price.

Users can find the Customer Prices page by navigating to Clients --> select specific Customer --> Prices. The following information is displayed:

Header:

• Client Name (Customer # | ERP #)
• Street # and Name, City, State Zip

Price Lists:

• While hovering, displays Pricing Rule applied and can include one of the following options:
  • Priority
  • Lowest price, regardless of the priority
• Search, Filter, and Sort:
  • Keyword search
  • Contract Status (dropdown):
    • All
    • Active
    • Inactive
  • Sort By (dropdown):
    • Name (A – Z)
    • Name (Z – A)
    • Contract # (A – Z)
    • Contract # (Z – A)
    • Expiration Date (New – Old)
    • Expiration Date (Old – New)
    • Effective Date (New – Old)
    • Effective Date (Old – New)
    • Table Properties:
      • Name, Contract # (hyperlink to Price List Details page)
      • Status (Active or Inactive)
      • Effective Date, Expiration Date
      • Priority Level (if a customer is eligible for more than one Price List, then the designated Priority Level will determine which contract price will be applied)
      • Description

Items with Saved Prices:

Please refer to “Saved Prices” in the Items or Clients knowledge base for further information.

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Things to Consider:

• An Item with a Saved Price is Priority zero, and as such, will override any contract.
• Customers can be on multiple Price Lists.

The Target column displays an info icon that displays additional details when hovering:

• Contract #: Contract Name (hyperlink)
• Trend (up/down) in dollars relative to various data points (e.g., list price, cost, or fixed amount) (color-coded)

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If a customer is eligible for a contract price for an item based on Minimum Quantity Ordered, then once the quantity meets or exceeds the threshold, then the price will convert.

If an E-Commerce user receives Contract Pricing, the price displayed in the portal will be the price set on the Contract instead of list price.