Understanding Contract

🔗 What is a Contract?

A Contract links a Rate Card to a specific Company and Warehouse, defining which charges apply to each client and location. This allows you to manage different pricing agreements across your customers and facilities, for example, applying different rates for B2B vs. B2C customers, or for different warehouse regions.

🔎 Accessing Contract

To access Contracts:

From the Navigation Menu, type Contract in the search bar and select Contract
Or go to Billing > Contract

➕ Adding a Contract

1. Click on Add

From the Contract screen, click the Add button to create a new Contract.

Click on the Red Action Button, this will bring up a drop-down menu, and select "Add"

add type

2. Complete the General Tab

select company and warehouse

Select the following:

Company – the client the contract applies to
Warehouse – the facility the contract is associated with

This ensures the correct rates are applied based on both customer and location.

3. Complete the Rate Card Tab

Rate card add

➤ Add a Rate Card:

Click the Red Action Button
From the dropdown, select Add
Choose a Rate Card from the dropdown menu
Click Submit to add it to the contract

add rate card

Multiple rate cards

➤ Add More Rate Cards (Optional):

You can add multiple Rate Cards to the same Contract to cover various services or tiers.
📌 Note: You cannot add the same Rate Card more than once.