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How to edit and manage your existing templates

This article will explain templates and walk you through creating them, guiding you to specific resources at each step.

Every contract and special pricing agreement (SPA) within Enable is linked to a Template. The purpose of a Template is to establish default values for the fundamental aspects of your agreements. These values are then adopted by your individual contracts, streamlining the creation process and offering your users direction throughout the agreement process.

Please see our create a new template article to learn how to create new templates. Once created, you can edit a template; this article will cover the following steps:

How to find your templates

Your templates listing shows all of your templates and can be filtered by the approval status. If you cannot see the templates heading in the green banner, please reach out to our support team here. From this listing, you can review the following:

  • ID: a system-generated ID to identify the template; this always begins with a T.
  • Reference: a description you set to identify the template's business purpose or function.
  • Manufacturer: this is the manufacturer you are associated with.
  • Pricing mechanism: how customer pricing is calculated; learn more about customer pricing mechanisms here.
  • Support mechanism: how the support is calculated; learn more about support mechanisms here.
  • Approval status: the current status of the templates; learn more here. Clicking on a row within the table of templates will navigate to the existing template (see here for how to create a new template).

Templates have four tabs denoting key properties of the template.

  • Details: This tab allows you to update the core information set during template creation (see how to create a template), manage template approval, define calculation methods, etc. See how to update template details for further guidance.
  • Products: Templates can specify master product sets to which their details apply; this tab manages those eligible products. See our how to update template products section to learn more.
  • Notes: These are notes or key terms you must include on any SPA document that utilizes the template. You can learn more in our how to update template notes section.
  • Contracts: This is a list of the contracts which use this template.

How to update template details

The template details are broken into three sections: template, pricing mechanism, and support mechanism. This section will describe the system-generated and configurable fields so you can accurately configure your template.

How to update template fields

The template section allows you to update the fields that are key to identifying your template across the Enable system, defining what transactions are supported, and managing the discoverability of the template for your internal users and external trading partners.

You should review and/or update each of the following fields:

  • ID: A system-generated identifier used in template listings and to filter reports.
  • Reference: a description of the template used in listings.

tip: a good reference should reference unique key information, i.e., specific support rates or tiers you use within your company or the period the template was created for.

  • Currency: this sets the default currency for contracts that use this Template. Options are CAD, EUR, GBP, and USD. This will not be editable if your pricing mechanism requires a price list because price lists are currency specific. Learn more about pricing mechanisms here.
  • Delivery types: A multi-select list of distributor delivery and direct. This setting has two main actions; firstly, it separates and, depending on the selection, filters the products sold from the distributor’s inventory and products sold directly from the manufacturer’s inventory, respectively. Secondly, your selection will alter your pricing mechanism and support mechanism options. Learn more about updating pricing and support mechanisms on templates here.
  • Visibility: This defines the default visibility for the contracts and SPAs based on the template. When set to Shared, trading partners (Collaborators) can view the contract or SPA within Enable. If set to Internal trading partners (Collaborators) will not be able to see the contract or SPA within Enable.
  • Approval status: the current approval state of the template. Only approved templates can be used to create contracts and SPAs. You can turn a draft into an approved template by clicking the save & approve button at the bottom left of the screen.
  • Support claim period method: Determines the date the support claim period should be calculated. This can be either the (last) transaction date or the SPA end date formed from this template.
  • Support claim period: determines the number of days after a SPA's end date that a user can claim transactions for support. If the value is not set, there is no time limit for claiming support on transactions.
  • Product and price list source channel: This is system generated and defines where the underlying data for the agreement is sourced from.
  • Deal type: A field for tagging your agreements based on a system-defined list.

How to update the template pricing and support mechanism sections

The mechanism sections will vary depending on what pricing mechanism or support mechanism are set on the template. This section will explain the configurable fields specific to templates and this article should be used side by side as you set up your template.  For general fields and explanations, you can find more details of each pricing mechanism here and see each support mechanism here.

The steps below define the general approach to setting both the pricing mechanism and support mechanism (unless stated otherwise):

  1. Select your mechanism; you can learn about pricing mechanisms here and support mechanisms here.
  2. (Optional for pricing mechanism) select the appropriate price list; if you cannot find the list you were expecting, learn more about price lists here.

These steps apply if you have selected distributor delivery under delivery types:

  1. (Optional) Set a distributor delivery default value, this will carry through to contracts that use the template.
  2. (Optional) Uncheck the distributor delivery value overridable checkbox to lock the default value when creating contracts and SPAs from the template. Otherwise, leave this checked to allow users to edit the default value.

These steps apply if you have selected direct under delivery types:

  1. (Optional) Set a direct default value, this will carry through to contracts that use the template.
  2. (Optional) Uncheck the direct value overridable checkbox to lock the default value when creating contracts and SPAs from the template. Otherwise, leave this checked to allow users to edit the default value.
  3. (Optional) Check the reduce support by rebate this will only work if you are also calculating rebates within Enable.

How to update template products

The template products define which products apply to the template you are creating, which will restrict the selections possible on contracts and SPAs. This allows you to define which products are eligible for support and which are excluded.

Selecting products is an additive process, either based on a grouping (product category or product group) or selecting the products individually.

How to select groups of products

Products are grouped by either product categories or product groups. You can make selections on either of these groupings individually but not across both.

The example below shows how to select a product category, but the process is the same for product groups.

  1. Click on the Add button (Edit button if there are already selections) to see a list of the available product categories. If there are a lot, you can search for them in the top right.

tip: selecting while searching will persist after you clear the search box.

  1. Select each product category (or product group) you wish to include.

tip: if all products are included, you can use the select all button in the bottom left of the page

  1. Click save to save your selections

Your saved selections will appear under the heading of the appropriate grouping. You can then review the indirectly selected products, which are all the specific products for your selected groupings.

How to add specific products

You may add specific products to a template in addition to your category or group selection or instead of these. You can do this on the products tab underneath the indirectly selected products selection:

  1. Click Add button (Edit button if there are already selections) for Selected products.
  2. Click on the additional products you wish to include. You may use the search to filter this list.
  3. Click the Save button once you have made your selections.

When you return to the products tab of the template, you will now see the selected products below the indirectly selected products. Both lists define which products qualify for the pricing and support terms defined within the template detail tab (review the template detail tab here).

How to update template notes

The Notes tab on a template allows you to include information you want included on any special pricing agreements created using the template. These are not internal only. However, this is a good place to include specific terms and conditions to the pricing agreement or additional details you want the parties involved to be clear on.

The templates support plain text and will log who and when the note was added to the agreement. Once saved the notes will not be editable.

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