Creating Contract Pricing Follow

Setting up Contract Pricing for use in Estimates and Orders

Midnight offers several options for customized pricing. You may have a customer who has special pricing for a given project that includes volume discounts.  Within Midnight, Contract Pricing is the tool that will allow you to set that up.  To use Contract pricing, the option must first be turned on in Admin.

To verify the function is activated, go to Admin by clicking the gear on the top-right corner of the screen.  Once the screen options, navigate down to Global Settings on the left-hand side of the screen.  When the screen opens, click on the Estimates/Orders tab.  Make sure that Contract Pricing is checked.  If it is not, click the field and then click Save. You may now close out of Admin.

To add new contract pricing for use on customer quotes and jobs, go to CRM.  Within the CRM menu, click on Contract Pricing Search.  

Click the Add Contract Pricing button (in green)  

The Create Contract Pricing Screen will open.

Select the customer you wish to set up special pricing for.  Create a descriptive name that will be used to identify this particular set of pricing.  

For each service that the client received a price that does not match your standard pricing, you will set up the services on the bottom of this screen.

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 for this service on this particular project.   You may enter a service minimum in the Minimum Price field. You may also add a Setup Fee for use with this service.  

If the client has special price breaks or volume discounts for the service, click the Quantity Rates hyperlink and enter the appropriate volume discounts for the service.  Click the Save & Close button after you have made your additions.  Repeat this process for each service that has special pricing.

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.