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

Looking for something else?

• Need help creating a new SPA before adding parties to the agreement? Click here to learn how to create a special pricing agreement.
• Want to make a change to an approved SPA? Click here to learn how to update an existing special pricing agreement.
• Alternatively, see our Help Center for more on SPAs.

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

Options will be available to select from a drop-down list, set the checkbox 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.

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.

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.

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.

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.

Alternatively, set the checkbox for 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.

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.