How to navigate & edit your pricing programs

You can configure pricing programs to set discounted prices for a given distributor (off-invoice discounts) down to per-product granularity if desired from a master price list. To learn about setting the master price lists, see here.  The discounted price list for the distributor can be used as the reference price list in the distributor support contract (learn more about DSC mechanisms here).

This article will cover the following topics:

You can access existing price lists from the SPA listing; learn how here. You can also create new pricing lists from the contract creation process outlined here. This article will show you how to navigate and edit an existing price list.

A pricing contract has the following tabs, the function of each are described below:

• Details: This tab allows you to update the core information, define discount calculation methods, etc. See how to update pricing program details for further guidance.
• Approval: Review and approve the pricing program; this tab contains creation and approval details for audibility. learn more about approving a pricing program here.
• Products: Manage the specific products the pricing program applies to. Please note these will be a subset of those specified in the master price list. You can learn more here on how to update pricing program products here.
• Notes & documents: These are notes or key terms you must include in your pricing program. You can also upload relevant documents which will be referenced. Learn more about adding notes and documents to a pricing program here.
• PDF: View and download the PDF of your pricing program.

Under the 3 dot menu in the top right of a pricing program, you can perform three actions:

• Download PDF; this is the same as the PDF available under the PDF tab.
• Delete contract; this action is only available for a draft pricing program, and it will permanently delete it. Once deleted, the pricing program will need to be set up manually again.

The Details tab of a pricing program contains pricing program and mechanism sections. The fields within each section are outlined below; you should review and update each field as required.

• ID: a system-generated field. Pricing program IDs always begin with P.
• Reference: A user-defined text field, you should make this descriptive to identify it amongst other pricing programs easily. This reference will be visible on Enable listings across the system.
• Start date: defines the day the pricing begins.
• Price list name: this is the name for the price list, which will be shown on the PDF.
• Price list description: this is a description of the price list, which will be shown on the PDF.
• Visibility: set to either shared or internal - where shared allows the pricing program to be viewed by the partner organization (your collaborators), while internal can not.
• Approval status: can be set to approved or draft; learn how here. Only an approved pricing program can be used in a distributor support contract.

• Discount mechanism: defines how you want to calculate the discount from a source price list. This is either as a percentage discount or a monetary discount. Both of these settings are managed against product categories, product groups, and/or individual products; learn more about editing pricing program products here.
• Currency: setting a currency will filter the source pricelists. Or see all available source price lists by selecting none.
• Source price list: this is the master price list you want to calculate discounts from. To learn how to create and manage source price lists with these articles.
• Include retrospective discounts: determines whether some of the discounts will be hidden in the form of a credit note which acts as an additional tier of discount when selected. Reach out to our support team here to learn more.

Before you can use your pricing programs with your templates and distributor support contracts (DSC), you will need to approve them. Please note that once approved, they cannot be returned to draft, and you will need to update the version; learn more here.

Approving a draft pricing program can be done via the approval or details tabs by clicking the approve button at the bottom left of the page. The approval tab tracks when the agreement status, who it was created and approved by, and when these events occurred.

In the products tab, you can modify the source price list by either applying a percentage discount (i.e., 60% off selected products) or a monetary discount (i.e., $0.50 off selected products) based on the mechanism settings within the details tab; learn more here.

You can apply multiple tiers of discounts to a Pricing Program, up to 5 if include retrospective discounts was selected within the mechanism settings. If a monetary discount is used, then the discounts will be cumulative. For example, a $5 discount in Tier 1 and a $3 discount in Tier 2 equals to a total discount of $8). If a percentage discount is used, then the discounts will be compounded. For example, a discount of 60% set on tier 1 and 10% set on tier 2 will mean that the discount off will be 60% plus 10% of the remaining 40% from the tier 2 setting resulting in 4%; this gives a final total discount of 64%.

To set the discounts against your products:

1. Click the add button to include the maximum tiers your need.
2. Identify the row to edit. Editing values can be done for an entire product category, entire product group, or at the individual product level. Individual edits will be in the direct and indirect sections, depending on how the product has been included.
3. Click the value on the row you want to adjust and type the new value in.
4. Click anywhere outside of the cell you edited will automatically save your adjustment.
5. Review your edits. It is recommended you check the effect edits to product groups and categories have had across the indirectly selected products.

Any adjusted values will be darker than any defaults inherited from the details tab. Furthermore, all edits always overwrite the default defined on the details tab. Edits to indirectly selected products always overwrite an edit made to the product group or category.

Under the Notes and documents tab, you can add notes as well as supporting files. The notes will then be persisted in the PDF that is generated.

To create a new note, type in your text and press the save button in the left-hand corner. When a note has been created, you can see who it was created by and when it was created. The notes you add will appear on the PDF under a notes heading in chronological order with a corresponding name stamp next to them.

After a note has been created, it is not editable.