Contracts allow you to create pricing incentives for your customers based on a guaranteed agreement term. Contracts are applied to Solutions and can be attached to a specific account. Once a Contract is applied to a Clients solution, the discounts will take affect after the Solution is purchased.

Create a Contract

To create a Contract, you first need to create a pricing model for the solution. (See: How to Create Pricing Models) Once you have created a Pricing Model, a new icon will appear in the Solution.

Click on the icon indicated above to create a Contract. This will open the Contracts Page. You will see 2 sections:

Contract Details
Contract Discounts

Contract Details

Contract Details hold the name, time, and availability of the Contract along with other details.

Contract Name	The name of the Contract
Contract Offering	If there are other Contracts that you created, you can load its details.
Client Account	Apply this new contract to a client.
Recurring Payment	This is set by default depending on your Payment Modal’s recurring payment.
Duration	How long the contract will last
Duration Unit	Length of time (Days; Months; Years)
On Expire	Action taken once the contract is complete
Available	Select if you want clients to use this Contract or not.

Contract Discounts

You can setup a Global Discount for all resources (RAM, Compute…) or setup each resource with its own unique discount. To setup a Global discount, enter in a value higher than 1 into the Global Discount box and press Enter.

If you just want to setup certain resources with a discount or different values for each resource, un-check the Apply Global Discount percent box for the resource and enter the value you want to discount for that resource. If you don’t want a discount for the resource, put in 0 in the text box.

If you rather have a fixed price instead of a percentage, you can setup a fixed amount for each resource’s range or base price. Each range can be overwritten with a new price.

Once you have setup your discount values, click on Add Contract.

Apply a Contract

Once a contract is set to available, clients can apply the contract to a both new or existing Solutions.

Apply Contract to a New Solution

When the client purchases a Solution, they can pick an available Contract from the Contracts drop down list. When they select the contract, all discounts will be displayed along with the original prices, giving the client a quick view of how much they will be saving. Once they click on Purchase, the contract will be applied.

Apply Contract to an Existing Solution

If the client already has the Solution purchased, they can apply any contracts for that Solution, if they modify the Solution. When they are on the Modify screen, the Contracts drop down list will appear near the bottom beside the total price. Select which contract you want to apply and click on the Modify Service button to make the change.

View and Modify Contracts

At any time, you can easily see which clients are associated to a given contract(s) and modify them as necessary. You can see this by going to Reports > Contracts in the left pane.

Each solution that has an associated contract will be displayed here along with its Start/End date, Solution details, and its Active status. To modify a Contract, click on the handshake icon for the given Solution.

A window will pop up with 3 buttons:

Replace Contract – This will allow you to change the current contract that is applied on the Solution to another contract that was made for the Solution.
Modify Contract – This will let you change resource’s values and change the expiration date of the contract.
Terminate Contract – This will cancel the Solution's contract. The standard prices will then take effect for the given solution.

Tutorial

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