A framework agreement is particularly relevant for B2B business relationships in which a customer contractually commits to purchasing a certain quantity of a product over a defined period. With this feature, you record this agreement directly in Xentral and keep track at all times of how much of the agreed quantity the customer has already called off via sales orders and delivery notes.
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Planning security and purchase commitment: You record the contractually agreed quantity and period directly in Xentral and track how much of it the customer has actually already called off via sales orders.
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Tracking and controlling: The overview shows you at a glance how much of the agreed quantity has been called off via sales orders and delivery notes. This way, you immediately see whether a customer is behind on calls-off or is about to reach or exceed the agreed quantity.
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Time period commitment: Only sales orders submitted within the recorded period count toward the framework agreement. You don’t attribute calls-off outside this term to the contract, avoiding misallocations when tracking usage.
Important
The Framework agreement (Customer) module is only available if you use Xentral in the Pro plan.
You can find more information about the Xentral plans on our website.
To create a new framework agreement for a customer, first open the Framework agreement (Customer) module. You can then carry out the desired settings for the framework agreement. Proceed as follows.
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Use Smart Search to open the Framework agreement (Customer) module.
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Open the Product tab.
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Click on + New entry.
The Framework agreement Product view is opened.
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Carry out the settings for the framework agreement. You can find more information on the available settings in the following table.
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Click on Save.
Field name |
Description |
|---|---|
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Product |
Select the product that is to be purchased by your customer under the framework agreement. |
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Customer |
Select the customer the framework agreement applies to. |
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Designation |
Enter a designation for the framework agreement. The designation serves as an internal description of the framework agreement and is only visible internally to your employees in Xentral. |
|
Quantity |
Enter the quantity of the product that is to be purchased by your customer under the framework agreement. |
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From |
Enter the start date of the framework agreement in the format DD.MM.YYYY. |
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Until |
Enter the end date of the framework agreement in the format DD.MM.YYYY. |
Important
It is important that the date is recorded correctly. The sales orders must be submitted within this period in order to count toward the framework agreement. You can then create a sales order for this customer with the recorded product in the Sell > Sales orders menu.
The Overview tab of the Framework agreement (Customer) module displays an overview of the (open) sales orders placed so far for the customers and products for which a framework agreement exists. The product quantity of the sales order is then displayed in the overview. In addition, the quantity of the product is also displayed in the delivery note.
Tip
Use the Also completed filter to also display sales orders or delivery notes that have already been completed in the overview.