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Adding parties to a new SPA

Parties on a special pricing agreement (SPA) determine the organizations with which the agreement is held. Each SPA will have the following parties determined: Manufacturer, Distributor, and End-customer(s).

This article will guide you through:

  1. How to add parties on a new SPA
  2. How to add a manufacturer to a new SPA
  3. How to add a distributor to a new SPA
  4. How to add end-customer(s) to a new SPA

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How to add parties on a new SPA

The Parties section is accessed within the Terms tab of a SPA.

Options will be available to select from a drop-down list, tick to enable, or type to set a value, depending on the item. Some options will only appear based on the mechanism selected for the SPA.

SPA Parties section

How to add a manufacturer to a new SPA

If your organization is the distributor, select the manufacturer that will be paying support on the SPA.

Step 1: Click the hamburger icon to search using the manufacturer name or reference to filter the results displayed in the table (shown below).

Step 2: To select, click on a manufacturer, then click the OK button.

If your organization is the manufacturer, the hamburger icon won’t be available, as the manufacturer field will be pre-populated with your organization’s name.

Selecting a Manufacturer

How to add a distributor to a new SPA

If your organization is the manufacturer, select the distributor that will be receiving support on the SPA.

Step 1: Click the hamburger icon to search using the distributor name or reference to filter the results displayed in the table (shown below).

Step 2: To select, click on a distributor, then click the OK button.

If your organization is the distributor, the hamburger icon won’t be available, as the distributor field will be pre-populated with your organization’s name.

Selecting a Distributor

How to add end-customer(s) to a new SPA

Select the end-customer(s) that will be receiving support on the SPA.

Step 1: Click the hamburger icon to search using the end-customer’s name or reference to filter the results displayed in the table (shown below).

Step 2: To select, click on the end-customer(s), then click the OK button.

Adding an End-customer

If the end-customer does not appear, below the list click on Create a new end-customer. Type the customer name and reference where prompted to enter before clicking Confirm and OK.

Note: If adding a new end-customer, be aware to consult your team if you utilize automated imports for customer data to ensure this is captured.

Create a new end-customer

Alternatively, tick Create SPA for “Any end-customer” if the manufacturer/distributor doesn’t require products on the SPA to be sold to a specific end-customer. This option will generate support for any end-customer that the distributor sells the applicable product(s) to.

Create SPA for “Any end-customer”

What’s next?

Once you are happy that the Parties section in the Terms tab has been populated, Save draft and navigate to the Details section.

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