Users can upload customer contract prices to WebX via the Jump To (F8) button in the Global Customer Enquiry or CRM.
When all details have been entered and/or selected, clicking the Save and Upload Contract button will upload the selected customers contract pricing to WebX using the parameters selected.
Office Brands Customer Contract Upload Screen
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Customer - Displays the customer code and name. |
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WebX Customer Name - The WebX customer/organisation name. Leave blank to obtain automatically from a linked web login. |
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Order Approval Required - When ticked, order approval will be required. Minimum Ord Amt for Approval - The minimum order amount where approval will be required. |
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Additional Organisation Names - Additional organisation names for the selected customer can be added if required (one per line) to upload the same contract to the primary organisation and the additional organisations. |
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Do Not Auto-Update Contract - When ticked, the selected customer's contract pricing will NOT automatically upload when changes are made to the contract. |
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Do Not Delete Other Contracts (manual contracts exist on WebX) - When ticked, other current contracts in WebX will NOT be deleted. |
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Save and Upload Contract - Saves the parameters selected and uploads the contract to the selected customer. Save Only - Will only save the parameters selected without uploading the contract to WebX. |
Users will receive the below pop up displaying the number of contract prices scheduled for upload and if they wish to continue.
Where a product cannot be found on WebX, users will be asked if they wish to upload the product as a store product.
After the contract pricing upload has been completed users will receive the below notification.
