HCL Commerce Enterprise

Examples: Contract product selection and pricing

The following examples show how to define the products available for sale under a contract and the prices that are charged for the products.

Before any of the steps in the examples can be complete, complete the following steps:

  1. Open Management Center Tools and from the hamburger menu, click Manage Accounts > Accounts and Contracts.
  2. Click Accounts. The Account list page displays containing business accounts currently defined for the selected store.
  3. The three dots shown under Action menu represents Contract. Select Contract from Action menu, or click on the number of contract count of the business account that you want to change the contract for. The Contract page opens.
Note: In the examples, the term category refers to the product categories in the master catalog.

Example 1

The contract provides a 15% discount on all products in the store. All products in the store are available for purchase under the contract.

Add all products in a store to the contract with a 15% discount:

  1. Open the Catalog filter page in the Contract notebook.
  2. Click Store master catalog in the catalog tree.
  3. From the menu, click Include with Adjustment.
  4. In the Include fields, enter 15 in the % field and click Markdown.
  5. Click OK.
  6. Complete the remaining information for the contract in the other pages of the Contract notebook.

Example 2

The contract provides a 10% discount on all products in the Woodworking category. No other products can be purchased under the contract.

  1. Add the Woodworking category with a 10% discount to the contract:
    1. Open the Catalog filter page in the Contract notebook.
    2. From the catalog tree, click Woodworking.
    3. From the menu, click Include with Adjustment.
    4. In the Include fields, enter 10 in the % field and click Markdown.
    5. Click OK.
  2. Complete the remaining information for the contract in the other pages of the Contract notebook.

Example 3

The contract allows buyers to purchase all products in the Cordless category at standard prices with the following exceptions:

  • Airtools, a subcategory of the Cordless category, is given a 10% discount
  • Hand saws, a subcategory of the Cordless category, is given a 5% mark-up

No other products can be purchased under the contract.

Add the categories to the contract:

  1. Open the Catalog filter page in the Contract notebook.
  2. Expand the Cordless category.
  3. Include the Airtools category to the contract with a 10% discount:
    1. From the catalog tree, click Airtools.
    2. From the menu, click Include with Adjustment.
    3. In the Include fields, enter 10 in the % field and click Markdown.
    4. Click OK.
  4. Include the Hand saws category to the contract with a 5% mark-up:
    1. From the catalog tree, click Handsaws.
    2. From the menu, click Include with Adjustment.
    3. In the Include fields, enter 5 in the % field and click Mark-up.
    4. Click OK.
  5. Complete the remaining information for the contract in the other pages of the Contract notebook.

Example 4

The contract allows buyers to purchase all drill bits in the Drill bits category with a 15% discount except for the Masonry drill bit category (SKU T00001512). The Masonry drill bit category is not available under the contract.

Also, all other products in the store are available for purchase at standard prices under this contract.

To implement this example:

  1. Add the Drill bits category to the contract:
    1. Open the Catalog filter page in the Contract notebook.
    2. Expand the Accessories category.
    3. From the catalog tree, click Drill bits.
    4. From the menu, click Include with Adjustment.
    5. In the Include fields, enter 15 in the % field and click Markdown.
    6. Click OK.
  2. Exclude the Masonry drill bit from the contract:
    1. From the catalog tree, click Masonry Drill bit.
    2. From the menu, click Exclude.
  3. Complete the remaining information for the contract in the other pages of the Contract notebook.

Example 5

The contract allows buyers to purchase all products in the store at standard prices. Also, all products in the Grinders category can be purchased at a 20% discount.

To implement this example:

  1. Open the Catalog filter page in the Contract notebook.
  2. Add the Grinders category to the contract with a 20% discount:
    1. Expand the Power category.
    2. From the catalog tree, click Grinders.
    3. From the menu, click Include with Adjustment.
    4. In the Include fields, enter 20 in the % field and click Markdown.
    5. Click OK.
  3. Complete the remaining information for the contract in the other pages of the Contract notebook.

Example 6

The contract allows buyers to purchase all products in the store at a markup of 15% above cost. This example is only valid if your store has multiple price lists defined.

To implement this example:

  1. Open the Catalog filter page in the Contract notebook.
  2. In the Price list list, click Cost.
  3. Click the Store master catalog entry.
  4. Select Include with Adjustment.
    1. In the Include fields, enter 15 in the % field and click Markup.
    2. Click OK.
  5. Complete the remaining information for the contract in the other pages of the Contract notebook.