Direct Sales

This document describes how to prepare for and load direct sales.

Set up Contracts and Customers

• Contract Type is Buying Group, Price List Parent, or Vendor
• Contract MOP is  Direct or Both
• The customer in the direct sale file is added on the #5 Purchaser tab of the contract.

If the Vendor customer purchases directly at WAC, then you can create a direct contract using the contract type 'Vendor.' Build the contract using the Vendor Parent as the contract owner and then select the eligible Vendor Children in the 5. Purchaser tab. Products must also be added to the contract,  but leave the price at $0 because the contract type 'Vendor' tells the system that the vendor purchases at the WAC price.

Link Customer to a direct Contract Example:

1. Customer Maintenance->Change, search for "Buying Group Customer" (Contract Owner) and click GO
2. Click Change->3. Relationship
3. Search for "Buying Group Member"
4. Checkmark the check box and click SAVE
5. Contract Maintenance->Change, search for the direct contract and click GO
6. Click Change->5. Purchaser. Search for "Buying Group Member" and click GO
7. Checkmark the check box and click SAVE

Contract Look Up

The system looks at the product and customer to find the contract. The product and customer can only eligible for one direct contract in order for the look up to function.

To check that there is only one contract:

1. Contract Maintenance > Price Lookup
2. Enter the Customer and product and the date range that includes the invoice date.

If more than one contract is returned, delete or end date the product or customer from the unwanted contracts. 

If no contract is returned, then add the product and/or customer to the contract. 

Load Direct Sales using the Direct Sales Upload interface

Use the direct sales interface either from the application or the automated interfaces.