Sue Sanford

Sue is the Training Manager for ContractPro
ContractPro FAQ Corner -- Quick Entry of Estimated Volume & Pricing

by Sue Sanford This week's frequently asked question concerns quick entry of estimated volume and pricing when you have multiple products on a contract. Question:  I have over 50 products on my contract, is there a way to enter the estimate volume and pricing quickly?  Answers:  Yes, there are two ways in ContractPro to price multiple items quickly. Bulk Pricing - you can access this by clicking on the $ symbol located on the left hand side of screen above the products. This feature allows you to tab through the fields so you can enter your volume and rebate...

posted @ Tuesday, April 20, 2010 10:43 AM | Feedback (0)

ContractPro FAQ Corner--Difference Between Program Types

by Sue Sanford The ContractPro Support team often gets the following question from ContractPro users:  what's the difference between Program types Deviated Pricing and HQ Rebate? Deviated Pricing – is when their pricing (fixed rate or fixed price) is passed through their distributor. The distributor will bill back for the re-imbursement and provide proof of delivery to the Operator (Contractee). Distributors will generally submit their billbacks on a weekly or quarterly basis. HQ Rebate – is when the Operator will submit their tracking reports (velocity reports) from their distributors to receive their rebate. They generally submit their requests on a Quarterly basis....

posted @ Friday, April 16, 2010 9:13 AM | Feedback (0)

Amend, Renew, Copy? What’s the difference?

by Sue Sanford One of the number one questions we receive through our support line is, “I amended my contract and it won’t let me change the dates, why?”. The answer is that the user made the wrong selection during the Manage Contract selection for the action that they needed to do. There are three options during the Manage Contract function which have very specific purposes and should not be considered interchangeable. Amend is to make changes to an existing contract like adding a sku or a distributor.  Renew is used to change...

posted @ Monday, March 08, 2010 10:37 AM | Feedback (0)

Monthly ContractPro Training Webinars in 2010

Interested in additional ContractPro® training? The ContractPro Support team is now offering monthly training webinars for all users. To view the training schedule, please click on “Training” on the Answers Systems home page and register for the session you would like to attend, if you have any questions, please contact ContractPro Support.

posted @ Wednesday, December 30, 2009 12:04 PM | Feedback (0)

A Pending! Why? I Entered a Contract for This!

Posted by Sue Sanford As the Training Manager for the ContractPro solution at Answers Systems, I have seen many contracts created by a Sales Rep/Broker that cannot be used to pay on the claims submitted for that contract. The creator (Sales Rep/Broker) logs into the ContractPro application and finds a pending or learns that their customer has not been paid. What do they do now? Some will go to the pending claim and enter a comment to use the contract they created while others will investigate

posted @ Tuesday, September 15, 2009 9:27 AM | Feedback (0)