Setting up Contract Pricing fo
r use in Estimates and Orders
Midnight offers several option
To add new contract pricing fo
The Create Contract Pricing Screen will open.
Select the customer you wish to set up
For each service that the
Use the Select option to choose the service you wish to set up.
Search for and select the service you will set up from the list. (Click the blue Service Code to select it.)
If the service is a print calculator service, you may select the print template for use with the special pricing. In the rate field, type in the unit price charged
If the client has special pri
Once you've set up each service within the Contract Pricing screen, click the Save & Close button to save your changes.
When contract pricing exists for a customer, you may select the contract pricing whenever you create an estimate or order for the customer. If you do not choose to apply contract pricing, the standard pricing rules will apply for that record. After selecting the customer on an estimate or order, you will see an option to Attach Contract Pricing. (This option only appears when a customer has contract pricing set up.)
To apply the rules from a contract pricing setup, click Attach Contract Pricing. From the pop-up, choose the option that should apply to the job you are creating. Click the box to the right of the contract pricing project you wish to use and then click the Save & Close button.
You may then complete the creation of the estimate or order as normal. For each service you select that has contract pricing set up, the system will use the logic you set up within the contract (including quantity discounts). (Wizards will not change the price, but will update production details.)
If you select services that are not part of the contract pricing setup, standard pricing will apply. Only orders that have the contract pricing applied will use the pricing set up within that contract. You may choose to use contract pricing (or not) on any estimate or order for that customer.
Contract pricing saves users from having to manually override prices for a customer's projects and ensures that prices for different quantity breaks are applied on updated or copied orders.