Sharing Deals Across Traders

If you want to give a company the same pricing as another company you can share their contracts

This can be used for example where you deal with a head office of a company and want to give the branches to the sub offices

Find the company involved

In this example account SHARPL is the main account and we want to share the deals with the 2 other accounts SHARPLBRIR & SHARPLLON

Go to the main account and see if they have contract pricing setup
1. Click on Quotes & Contract
2. You will see the Pricing that this account has

1. Click on Browse
2. Enter in the Account Code or Part of
3. Select the Company you want to give the pricing to

Once in the company
1. Click on Deals
2. Click on Add

1. Type in the account code of the trader that you want this company to have the same pricing as (2)

Press OK (3) to Finish

So what we are saying here is that account SHARPLBIR gets the same pricing as SHARPL

So what you can see where is that SHARPLBIR (1) gets the same Pricing as SHARPLBIR (2)

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