Create contracts to record agreements with buyers

Lisa Janssen avatar
Written by Lisa Janssen
Updated over a week ago

You can record 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.

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)

  • Currency

  • Is it a contract with sub-suppliers? If so, check this box.

  • Do you want customer call-off orders to be automatically approved? Then check this box

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 stock location - ex yard), 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.

Add trade item group

You also have the ability to define interchangeable items within a group. This can be useful when a customer expects a certain color, but does not care which variant is delivered. By clicking on Add trade item group you can select articles. You name the group and select the primary article.

Add Articles

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 articles. If a variant of the item is known in the catalog, it can also be used.

Fill in the schedule. 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 or per quarter). 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.

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).

Your contract has now been completed. You only have to wait for the buyer to accept the contract.

As soon as the buyer accepts the contract, you can both start placing standing orders on the contract. Do you want to know more about standing orders? Click here to read the article.

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.

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