You can make long-term agreements in Floriday, using the Contracts functionality. Contract trade refers to long-term agreements made with a buyer. These types of agreements become customer-specific supply lines in Floriday, which both the grower and the buyer can call on. All contract trade agreements are subject to a purchase obligation.You can specify margins in terms of quantities and/or prices.
On this page, we discuss the following item:
Create contracts in Floriday
Both growers and buyers have the option to create a contract. The contract will, however, always have to be approved by the other party. You can find the contracts at Sales > Contracts. Here the contracts you have are organized by status.
How do you, as a grower, create a contract?
Go to the left of the menu in Floriday to Sales > Contracts and click on Add contract.
Fill out the general contact details:
Title
Customer
End customer (optional)
Attachment (optional, for example a copy of a physical contract)
Description (optional, write down what the contract is)
Financial settlement
Is it a contract with sub-suppliers? If so, check this box.
Do you want customer standing orders to be automatically approved? Then check this box
Under financial settlement, read and select that Floriday's general terms and conditions are leading. Here you have the choice of loading your own terms and/or selecting the Retail terms made available by Royal FloraHolland. In addition, other conditions can be agreed and recorded in the contract.
Is it a contract with sub-suppliers? If so, add those in step 2. If not, skip this step automatically and go to step 3 Delivery. Here you choose the delivery conditions and dispatch location. With More delivery options, you can also choose pick-up (pick-up at a warehouse location - from farm), or other (delivery to another location or airport - mainly for international trade). Then you choose how the financial settlement should take place.
The next step is to start adding articles from the catalog. Here you have the option of working with articles (which can be worked with alternatives) and/or with trade item groups.
Please note!
If you chose to automatically approve standing orders in Step 1, you cannot use the trade item groups or option to allow variants.
By clicking on Add trade items you can add articles to the contract. If you want to add the same item with multiple packings to a contract, you can do so by adding the item again and choosing a different packing configuration.
You have the option to allow variants of items. If a variant of an item is known in the catalog, it can also be used.
Fill in the schedule under Planning. Indicate for which period the contract applies, period from - to. Then indicate for which period you want to set the prices and quantities (per week, per month, per quarter or per year). In this example we select: Week. In this case, you indicate per each week how many you expect to purchase at what price, for the period you’ve established.
Enter the purchase Quantity & prices. You can select multiple weeks on the left side of the screen (using the check boxes). A purple bar will appear at the bottom of the screen, where you can simultaneously set the number of items and the price for all selected weeks. You can even apply this to all items in the contract if you wish.
With contracts, you can work with ranges for quantity and price, because precisely how many are being ordered for what price is often not yet known. If you know exactly how many you’re going to order or the price is already set, you can leave the range empty. The bandwidth can be specified either as a percentage or as a fixed value. You can choose margins for the lower end (minimum) or the upper end (maximum). The bandwidth is then indicated.
When you finish filling out an article, you can move to the next article by clicking on the article which causes the other articles to expand.
When you have entered all the information, you can immediately save and exit the contract, or save it as a draft (for example, so that you can still discuss things with a colleague).
You can find the finalized contract under Waiting for approval or Draft.
Once you have saved the contract, the buyer will receive a request to approve it. The contract only becomes effective once the buyer has given their approval.
As soon as the buyer accepts the contract, you can both start placing standing orders on the contract.
Creating trade item groups
You also have the option to define interchangeable items within an item group. This can be useful when a customer expects a specific color, but the exact variant supplied does not matter.
When working with trade item groups in contracts, you must first create them via Sales > Contracts > Trade item groups. Click here on Add trade item group.
Next, you give the item group a name and can add trade items to it. You can also specify which item is the primary trade item. Then, click Save. You can now use these trade item groups within a contract.
Please note!
If you want the buyer to be able to choose from your entire product range, create an item group that includes all the items in your catalog:
By clicking on Add trade item group, you can select the appropriate trade item group within a contract.
Trade settings
The contract functionality can be managed through trade settings by the main user in Floriday. Go to Network > Network > Trade settings and set this up for your organisation. Read all about trading settings here.