Highlighting Contract Items

Customer Self Service allows for Contract Items to be highlighted on the web, so that customers are able to easily identify those products for which they receive special pricing or contract terms.

Step-by-step guide

To Highlight Contract Items: 

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
3. Click the 'Integration' tab.
4. Click the 'Items' tab.
5. Update the 'Contract Item Source' by selecting an option from the drop-down list: (this determines the Contract Item source for 'Display Contract Items First' and 'Contract Items Only' functions).
   
   • Debtor Contract
   • Custom Pricing 
6. Click the 'Update' button at the bottom of the page to save. 
7. Navigate to 'Accounts' --> 'Role Management' (/zRoles.aspx).
8. Select the required role via radio button. 
9. Click the 'Functions' tab.
10. Click 'Modify'.
11. Update the setting 'Contract Item Display' by selecting an option from the drop-down list:
    • None - no highlighting of contract items.
    • Image - displays an image linked to the PRONTO special price rule. 
12. Update 'Filter Contract Items' - when ticked, places a link above the Product Grid enabling users to filter out Non-Contract Items so that only Contract Items are displayed. 
13. Update 'Filter Non Contract Items' - when ticked, places a link above the Product Grid enabling users to filter out Contract Items so that only Non-Contract Items are displayed.
    (NOTE - these two flags require a token on the page template in order to render properly. Contact our Support Team for assistance.)
    
14. Update 'Display Contract Items First' - elevates Contract Items to the top of the search results grid or product category display.
15. Update 'Contract Items Only' - limits product display to Contract Items only. (NOTE - this flag can also be set at User level, overriding the system setting)
     
16. Click 'OK' to save.

If 'Image' is selected as the Contract Item Display method, an image file will need to be uploaded. This will be a small icon used to highlight contract items.

First, upload the image file to 'General Images'.

1.  Login as an Administrator.
2. Navigate to 'Preferences' --> 'Upload General Images' (/zImages.aspx).
3. Click 'New'.
4. Click the 'Choose File' button to browse to the image file. 
5. Enter an image description in the 'ImageDescr' field.
6. Click the 'Upload' button.

Once the image has been uploaded, it can be linked to a PRONTO Custom Pricing code. 

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
3. Click the 'Integration' tab.
4. Click the 'Items' tab.
5. Scroll to the 'Contract Price Codes' tab.
6. Click 'New'.
7. Enter the values as required:
   • Code - enter the Pronto Custom Pricing Rule code with which to associate the image.
   • ContractType - leave blank (field no longer in use).
   • Alt Tag - enter an image description.
   • Image - enter the image file name or click the '..' button to search.
8. Click 'OK' to save.
    

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