Branches are uploaded into Enable to calculate special pricing agreement (SPA) support. Branches selected on a SPA rely on branch data imported into the Enable channel.
This article will guide you through:
- How to download the branches template for SPAs
- How to populate the branches template
- How to upload branches
- Invalid branches upload file
Looking for something else?
- Importing data for trading programs (rebate agreements) rather than special pricing agreements? Learn how to manage dimension items here.
- Does your organization import branch data via SFTP? Learn about automatically importing branches for SPAs here.
- Looking to add branches to a special pricing agreement? Learn how to add branches to a new SPA here.
- Alternatively, see our Help Center for more on SPAs.
Branches for SPAs are located within the Config area of the Trading programs app.
Channel admin users have access to the Config area and branch uploads within Enable.
To download the branches template:
Step 1: Click the hub switcher icon (nine dots) in the top right to display the apps you have access to.
Step 2: Click on Trading programs.
Step 3: Click on Config in the green banner at the top of the page.
Step 4: Click on Structure in the drop-down menu.
Step 5: In the Dimensions tab, click Branches.
Step 6: On the right of the page, click Download template and set the checkbox for Populated with existing to download a template containing all existing branch data within your Enable channel. Alternatively, leave the checkbox blank to download an empty template.
Step 7: Click Download to save the template to your computer’s downloads folder.
Once the branches template has been downloaded, you will need to populate each row with the following column data for your SPA branches. Column headers must not be changed or renamed in the file.
- Branch Name: Must be unique across all branches within the Enable channel.
- Customer Reference: Must match the reference of a customer within the Enable trading partner data.
- Branch Reference: Must be unique across all branches within the Enable channel.
- Start Date: Leave blank as branch dates are not applicable for SPAs.
- End Date: Leave blank as branch dates are not applicable for SPAs.
- Region: Enter the region or group the branch is in. This column be named differently depending on your channel’s configuration. Tip: Regions can be used to group branches for easy creation of a new SPA, as well as to accurately calculate support based on the movement of inventory if your channel is using the quantity and price/cost ledger.
Note: Some columns in this template may be labelled differently, or more columns may exist if additional branch attributes have been set up during your Enable SPAs implementation. Please refer to the data guide provided by your implementation team, or reach out to our support team here if you require additional assistance.
Once you have followed the above sections and populated the branches template for your SPAs, you can upload the template within the same trading programs area.
Step 1: Click on Config in the green banner at the top of the page.
Step 2: Click on Structure in the drop-down menu.
Step 3: In the Dimensions tab, click Branches.
Step 4: On the right of the page, click Browse to select and open the relevant populated template file.
Step 5: Click Upload.
The file will then be queued for upload. This may take some time to complete if a large volume of branches have been uploaded.
Once processed, Upload results will be displayed on the right of the page either confirming that the upload has been completed with the number of imported rows, or identifying if the upload file was invalid.
If the branches file did not successfully upload, rejection reasons will be identified under the upload results. In this case, you should make the relevant amendments before re-uploading your branches.
What’s next?
Need to upload products into Enable? Learn how to manually import product data for SPAs here.