Health Cloud- Sales Agreement

ByPastek Editor Health Cloud

A sales agreement provides you insight into products, prices, discounts, and quantities. With an integrated sales experience, you can also track your planned and actual quantities and revenues with real time updates from orders and contracts.

Create a sales agreement to get a consolidated view of products, schedules, and associated metrics for long-term business transactions.

The Following Steps for creating a Sales Agreement:

Step 1: Go to App launcher and select “Sales Agreement” and click New one and update all required fields.

  • A sales agreement is always created in a Draft state.
  • After a sales agreement is approved, the agreement automatically activates when the agreement reaches the start date.
  • For Schedule Frequency, select the duration of a schedule in the sales agreement:
    • One-Time: The sales agreement consists of one schedule, and activates on the start date and expires on the end date.
    • Weekly: The sales agreement consists of weekly schedules. The first schedule starts from the start date you selected, and the last schedule ends on the end date you selected. The weekly schedule consists of seven days and begins from the day of the start date, not the first day of the calendar week. The number of weeks depends on the schedule count.
    • Monthly: The sales agreement consists of monthly schedules. The first schedule starts from the start date you selected, and the last schedule ends on the end date you selected. The number of months depends on the schedule count.
    • Quarterly: The sales agreement consists of quarterly schedules. The first schedule starts from the start date you selected, and the last schedule ends on the end date you selected. The number of quarters depends on the schedule count.
    • Yearly: The sales agreement consists of yearly schedules. The first schedule starts from the start date you selected, and the last schedule ends on the end date you selected. The number of years depends on the schedule count.
  • For Schedule Count, enter the number of schedules for which you want the sales agreement to be active.
  • Enter 1 if the schedule frequency is one-time. You can create up to 72 schedules.

Note: If suppose we don’t know a new Button for creating a new Sales agreement, go to the setup page and find permission set and then select “Manufacturing Sales Agreement”.

  • In Manufacturing Sales Agreement, we select “System Permission” and then assign the permission for New one.

Step 2: While creating a New Sales agreement, we need to choose a Price Book, if we are creating a New Price Book, select New Price Book.

Note: Depending on the price book you select, the products filter automatically when you add products to your sales agreement. This field is optional for product category-based sales agreements.

  • The New sales Agreement has been created Successfully.

Note: We are able to renew and cancel the sales Agreement.

View Sales Agreement Terms for Selected Metrics with Metric Groups

We can create metric groups that use selected metrics based on your business needs. You can then go to relevant metrics by using these metric groups.

  • Go to the “ Agreement Terms” tab and find Metric group.