Updating the contract prices to match the price lists

This guide explains how to update the prices and names of products with contracts to match the information in the product register. The process is especially suitable when the price list in the product register has been updated and you want to make sure that the products on the contract are also up to date.

Note: If the customer has their own price list for the product, this will be set as the price of the product in the contract. If the contracted product cannot be found in the customer's price list, a price found in the product register will be set for it. So, before using the tool, check that the prices in the price lists are correct.

Remember to make a backup!

You can make a backup copy of the contract listing by pressing the Excel key, before making changes.

Update contract prices

1. Open the contract manager:

   • In Koho, go to Contracts → Active.

2. Activate edit mode:

   • Click the Edit button in the upper right corner to activate the bulk editing tool.

3. Select the agreements you want to edit:

   • Select individual contracts, or click the "✓" symbol next to the customer's name to select all contracts for the same customer.

4. Start updating prices:

   • Press the Edit button again.

   • From the menu that opens, select Update prices.

5. Select the products you want to upgrade:

   • Specify whether you want to update all products or only specific ones.

   • Press Edit to confirm.

Update product names

If the product names in the product register have changed and you want to update them for contracts:

1. Follow steps 1-3 above.

2. From the bulk edit menu, select Update product names.

3. Click Edit to confirm your changes.

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