Adding branches to a new SPA

Branches on a special pricing agreement (SPA) allow you to manage which distributor branches are eligible for support.

This article will guide you through:

1. How to add branches to a new SPA
2. Adding a group of branches
3. Adding individual branches
4. Adding all branches

Looking for something else?

• Need help creating a new SPA before adding branches 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 Branches section is accessed within the Terms tab of a SPA.

In the Branches section of the Terms tab, click on the Add button to show the branch selection modal.

Note: If your organization is the manufacturer, a distributor must be selected in the Parties section of the SPA before you can select branches.

The branch selection modal allows you to select the branches that should be applicable for support on this SPA. Branches can be selected by:

• Adding a group of branches
• Adding individual branches
• Adding all branches

Note: Once branches are added here (and the contract status is Draft or Ready for approval), the Add button will appear as an Edit button.

Adding a group of branches

If your channel has branch attributes such as regions configured, the bulk selection mode allows you to select branches by group, allowing for a number of branches to be automatically included in the agreement.

This will also include any new branches which may be added to your channel data mid-agreement, where the branches have the same attribute/region assigned in the channel data.

To add branches in bulk:

The Branches table will now display in the main Terms tab, with the selected branches' references and names automatically populated based on the channel data.

Individual branches can be selected to specify which distributor branches will earn support.

Step 1: Search using the branch reference or name to filter the results displayed in the table.

Step 2: To select, click on the relevant branch(es), then click the OK button.

The Branches table will now display in the main Terms tab, with the selected branches' references and names automatically populated based on the channel data.

Alternatively, all distributor branches can be selected if support earned is not restricted by branch.

Step 1: Click the box to the left of the Reference column header.

Step 2: To save, click the OK button.

The Branches table will now display in the main Terms tab, with all branches' references and names automatically populated based on the channel data.

If new distributor branches are added during the course of the SPA, these will automatically be included in the SPA if the select all option is used in the SPA.

What’s next?

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