Sales Contract Management Module

A bespoke contract module for creating, pricing, tracking and reporting on complex sales agreements.

THE BRIEF

The client required a sales contract management module to control the creation and tracking of sales orders raised against customer contracts. The system needed to support complex contract pricing, monitor contract progress, and provide clear reporting for commercial and operational teams.

Introduction

Sales contracts often require more than a simple order entry process. Pricing can depend on customer agreements, product lists, contract terms, fallback rules and default price structures. The client needed a reliable system that could calculate the correct price, track orders against the contract and provide visibility over performance.

The Client

The client manages customer sales contracts that may include agreed pricing, product-specific rules, volume commitments and different pricing defaults. Manual tracking made it difficult to maintain consistency, especially where pricing depended on multiple conditions.

Solution

Axisware developed a bespoke sales contract module that allowed contracts to be created, managed and monitored from one central system.

The module included:

  • Contract creation and maintenance
  • Sales order creation against active contracts
  • Complex price calculations using customer-specific price lists
  • Fallback pricing across multiple default rules
  • Contract progress tracking
  • Reporting and dashboard views
  • Visibility of order values, volumes and fulfilment status
  • Commercial controls to reduce pricing errors

Benefits

The system gave the client greater control over sales contract management by reducing manual checks and improving pricing accuracy.

Key benefits included:

  • Faster creation of sales orders from contract data
  • More accurate pricing using automated calculations
  • Reduced reliance on spreadsheets and manual lookup processes
  • Clear visibility of contract progress
  • Improved reporting for sales and management teams
  • Better control over agreed customer pricing
  • Easier monitoring of contract value, usage and performance

Conclusion

The sales contract module provided a structured and reliable way to manage customer contracts from pricing through to order tracking. By automating complex price calculations and improving reporting, the client gained better commercial control and clearer visibility across the full contract lifecycle.

Project Details

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