Contract Pricing - Set up

Full Contract Pricing User Guide

RFMS Contract Pricing gives dealers the ability to set contractual prices for customers and properties.  These prices are reflected on new orders, whether the order was created directly or exported from an existing estimate – this means that estimates do not need to be manually updated when contract prices change.

Installation

A license will be emailed.

Access

Contract Pricing may be accessed from the utilities menu of both Bid Pro and RFMS Products.

Set Up Steps

1.  Contracts (via Contract Pricing)  (Optional)

2.  Select Cost to Use

Choose between using roll or cut cost when setting contract prices.  The cost the system is currently using will be indicated. This will be used when setting the contract by margin.

3.  User Credit Limits(optional)(via RFMS Customers)

a.  Allow Edit Contract Price

These prices cannot be edited without editing the contract unless this option is set to yes.

4.  Templates using contract products (via Bid pro) for Property Connect