Customer Sales Agreement Management | Customer Sales Agreement Tracker | Manage Sales Contracts and Pricing
by MindshareIT Solutions$ 129.46
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 330 |
| Technical Name |
ms_customer_contract |
| License | LGPL-3 |
Customer Sales Agreement Management
The Customer Sales Agreement Tracker module enables you to create and manage sales agreements with customers, setting start and end dates for each contract. This module allows you to define special pricing for multiple products within the agreement, ensuring that these prices are reflected in quotes during the agreement period. In the quote line, you can easily identify products that are part of the contract, enhancing transparency and streamlining the sales process. Perfect for businesses that wish to manage long-term customer relationships and maintain consistent pricing throughout the agreement duration.
Features
Create and Manage Sales Agreements with Ease
Seamlessly create and manage customer sales agreements by setting start and end dates, along with special pricing for multiple products. This feature ensures that all contract terms, including pricing, are clearly defined and easily accessible, allowing you to track and manage long-term customer relationships effectively.
Agreement-Based Pricing Reflected in Quotes
Ensure that special pricing from customer agreements is automatically applied to quotes during the agreement period. This feature guarantees that products included in the agreement are priced consistently, providing accurate and transparent pricing every time a quote is generated.
Clear Identification of Agreement-Based Products in Quotes
In the quote line, easily identify which products are sourced from an active sales agreement. This feature adds a clear marker to distinguish contract-based pricing, ensuring your sales team can quickly verify and apply agreement terms without confusion.
Track Agreement Terms and Pricing Transparency
Maintain full visibility over the pricing and terms of active customer agreements. This feature helps businesses maintain pricing consistency, improve decision-making, and foster transparent customer relationships, ensuring both parties are aligned on agreed prices throughout the contract period.
Create Agreement,fill details and Confirm.
You can add Terms and Condition which will be added in the Print as well.
Sales Administrator can Approve the agreement.
The Agreement Price will take effect onnly in Ongoing Stage.
The Contract can be Printed from here.
The Contract Print will look like below.
After selecting the customer - When the product selected from the agreement - that contract price will be appied automatically.
If the price is applied from the agreement than "From Contract" tickbox will be checked.
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business@mindshareit.ae
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+971 528446194
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