Job Contract Selection Module
The WebAlliance system can use job contracts from your ERP system to generate prices on the website. If a customer has multiple contracts available, an Admin can choose the order of preference for the system to use with the Multiple Contract Management tool.
The Job Contract Selection Module expands on contract functionality by giving users the ability to choose from a list of available, non-expired contracts you have created for their Customer ID.
To enable the Job Contract Selection Module, contact Aldrich Web Solutions.
The user will be able to access their available contracts from a link you provide them, or from a special button on the Shopping Cart page. When selecting their job contract, the user can clear the currently used contract or select a new one.
In the case where a contract applies only to particular Ship Tos, the Ship To will need to be selected after selecting the contract. The user will then be restricted to that Ship To when placing an order under that contract.
If a job contract requires a particular Ship To, the user will have to use that defined Ship To record.
Once a contract has been selected, WebAlliance will use that contract to calculate prices for the applicable items on the website. As the user proceeds through the cart process, they will see a notification of the current contract being used.
By default, when the Job Contract Selection Module is enabled, the user will have the option to select a contract for their order. However, you can require a user to select a contract when shopping on the website, by using the "Require Job Selection" setting on the Security & Access tab of the User Details page. The user will then not be able to proceed with placing an order without selecting a contract.
If a user selects a job contract, their selection will import as part of a note, when their order imports to your ERP system.