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Add contracts

Distributors and resellers manage contracts as part of customer management and administration.

Required permission​

  • Your DoiT account must have the Admin role.

Add new contract​

To add a new contract:

  1. Sign in to the DoiT console, select Customers from the top navigation bar.

  2. Locate the customer of interest. Select Settings (the gear icon ) of the entry to open its details page.

  3. On the Contracts tab, select Add new contract.

    Contracts - list

  4. Specify the different sections of the new contract: General settings, Billing details, Billing rules, Price books (Tier 3 contracts only), and Custom line items.

    Contracts - General settings

General settings​

Enter the general information of the contract:

  • Contract name: Name of the contract.

  • Invoicing customer prefix: A human-friendly descriptive identifier to be added to the invoice ID to provide context or for other administrative purposes. The prefix also appears in the filenames of downloaded PDF or CSV invoices.

    The prefix must be between 1 and 10 characters in length. It may consist only of alphanumeric characters, periods (.), hyphens (-), and underscores (_). Spaces and other special characters are not allowed.

    For instance, if the customer name is Example Company, you may want to specify the customer prefix as ExampleCompany or Example-Company.

  • Start date and End date: The start and end dates of the contract.

  • Renewal policy: The renewal policy of the contract. Available option: Auto-renewal, Manual renewal, or Fixed term.

  • Management accounts: The management accounts to which the contract applies.

    • If you're creating a contract for a distributor or reseller, leave this field as Include all the accounts.

    • If you're creating a contract for an end customer, choose whether to Include all the accounts or Include only selected accounts.

  • Entitlement: AWS programmatic entitlements. For example: AWS Solution Provider Program (SPP), AWS Private Pricing Addendum (PPA).

Billing details​

Enter billing details of the customer that is to be billed with this contract.

Contracts - Billing details

  • Billing profile name

  • Billing address: The billing address of the customer. You can use the Address finder or manually specify all the required fields, including Address, City, State, Zip code, and Country.

  • Contacts: You need to provide two email addresses for different purposes:

    • Email address to receive invoices. This could be an email alias for a group, for example, [email protected].

    • Email address to receive contract changes.

Billing rules​

Billing rules allow distributors to remove distributor discounts such as SPP and PPA and present the Manufacturer's Suggested Retail Price (MSRP) to resellers. See Billing rules for detailed instructions.

Price books (Tier 3 contracts only)​

Price books are used to specify custom pricing. See Price books for detailed instructions.

Custom line items​

Custom line items are billing adjustments. Custom line items are applied sequentially after billing rules and price books. See Custom line items for detailed instructions.

Finalize the contract​

A newly created contract is saved as a draft contract. Review each tab carefully before marking the contract as active.

See also​

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