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The Contracts section allows you to define personal conditions for the purchase of goods. For each customer, when creating a contract, an individual price type, methods and types of payment, available warehouses and delivery methods are determined.
The administrative panel is available only to users with administrator rights.

For buyers using a standard contract, the System allows showing pop-up notifications about the possibility of conducting transactions on personal terms. If the buyer agrees (sends a request) to an individual contract, a message will be sent to the buyer's manager, as well as to the buyer himself, about the accepted application. The functionality with notifications is customizable upon request.

Creating / editing a contract

Contracts can be created in the administrative panel located at
Click Agreements.

Click Add agreement or select the available agreement.

The page for creating or editing agreements is displayed:

Synchronization needed - the checkbox is installed automatically when integrating with the ERP system if the customer data was not received by the Agora System.
A request for data synchronization can come from the portal to the ERP system when the customer makes the first order. 

Synchronized - the checkbox is set automatically if customer data was received from the ERP system. If there is a given buyer in the ERP system, then the Agora System will upload the contract to the buyer's personal account. If there is no such buyer, the System will automatically create a standard contract.

Synchronization date - date and time of synchronization with the ERP system.

Agreement number - number of the agreement with the buyer.

Supplier - select a supplier.

Company - select a legal entity on behalf of which the supplier offers goods for sale.

Price type - select the type of prices entered in the administrative panel. When the contract is unloaded from the ERP system, the specified price type is automatically recorded in the contract.

Currency - the type of currency used to pay for the item.

Payment type - type of payment for goods / services:

  • prepayment (full payment before purchase),
  • postpay (full payment after purchase),
  • partial prepayment (the prepayment specified in the Prepayment percentage field must be made before the purchase).
  • credit limit (the limit at which the buyer can place orders when buying on credit).

Allowable number of days in arrears - the allowable period for depositing funds upon postpay. The period is unloaded from the ERP 1C and is taken into account when placing an order.

Available warehouse - when choosing a warehouse, the buyer will see the amount of the remaining goods only for this warehouse. If no warehouse is selected, the buyer will see the goods and the amount of stock in all warehouses.

Payment method - the method of payment for the goods (for example, cashback, bank transfer, deferred payment). Payment methods are configured in the administrative panel in the Payment Methods section.

Payment type - selection of the ordering sequence in the Agora System (for example, prepayment, postpaid). Payment types are configured in the administrative panel in the Payment types section.

If in 1C the Payment field is set to the value "Prepayment (before shipment)" or "Advance payment (before collateral)", then in the Agora System the Buyer's value is automatically set to "Prepayment" in the Payment type field.

If in 1C in the Payment field the value "Credit (after shipment)" or "Credit (planned)" is set, then in the Agora System the value of "Postpay" is automatically set in the Payment type field for the buyer.

If there is no data from 1C, then the “Prepayment” is set by default in the Payment type field.

When integrating with 1C and using several status lines in the Agora System, it is possible to automatically assign the desired status line to an order by agreement. To do this, you need to send a request to Agora technical support for revision of unloading agreement packages from 1C and connecting this option on the portal.

If this option is enabled, then when an agreement package is received from 1C with a value in the <PaymentType> tag, this value is written in the Payment type field. If the value of the <PaymentType> tag is empty, then the type of payment is not recorded. If the <PaymentType> tag does not come in the package, then no changes are made to the current logic of the agreement recording.

Prepayment Percent - Enter the prepayment percentage if you selected Prepayment in the Payment Type field.

Delay in payment - if you have selected a deferred payment, in the Payment Methods field, specify the number of days during which the payment must be made. This method of payment and the number of days will be displayed to the buyer when placing an order.

Delivery method - the choice of the method of delivery of the goods (for example, self-pickup, courier service). Delivery methods are configured in the administrative panel in the Delivery Methods section.

Customer - customer with whom this contract is concluded.

Model agreement - a standard contract (can be imported from ERP 1C).
The standard contract will also be displayed to the buyer, and, if necessary, the buyer will be able to switch between the standard and individual contracts.

Extras agreement - additional agreements to the contract (can be imported from ERP 1C). In the customer's account, it will be possible to select the desired additional agreement when ordering goods (the Agreement button will be displayed in the main menu).

Start / End Date - start and end dates of the contract. After the expiration date, the contract becomes unavailable for transactions.

Active - when the checkbox is removed from the checkbox, the contract becomes inactive. The buyer will no longer be able to work under this agreement.

Delivery delay - the number of days to defer the delivery. This functionality is used when integrating with ERP 1C, but is not compatible with all versions of the 1C system. Function is enabled on request.

Limit amount - the amount of the credit limit downloaded from the ERP system. At the request of the Customer, a credit limit check can be enabled.

Amount of free limit - the amount of the remaining credit limit downloaded from the ERP system (i.e., if the limit amount is 10,000 rubles, and you have already made an order for 4,000 rubles, then the amount of the free limit will be equal to 6,000 rubles).

Contract items - goods, the purchase of which occurs under the terms of the contract.
If the goods are not selected, then the buyer will be shown all the goods that fit the terms of the contract (i.e., the goods of the specified supplier with the price type specified in the contract).

Contract files - uploading of existing files with contracts to the Agora System.

Click Save  or Add.

The agreemane can be created in the Customer's and Supplier's accounts.

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