Special pricing agreements

Navigating SPAs

• Locating SPAs via the listing
• Navigating an existing SPA
• Navigating the SPA PDF
• Renewing SPAs
• Editing a SPA
• Bulk editing SPAs

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Reporting on SPAs

• Tracking inventory to claim for SPAs
• Special pricing support report
• SPA transactions report
• SPA details report
• Understanding unsupported reasons for SPAs
• Executive dashboard for SPAs

Creating a SPA

• Creating a SPA
• Adding parties to a new SPA
• Adding details to a new SPA
• Adding distributor terms to a new SPA
• Selecting an end-customer mechanism for a new SPA
• Percentage discount off list price: Adding end-customer terms

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Approving SPAs

• Starting the SPA approval workflow
• Approving a SPA with automatic workflow
• Configuring automated workflows for SPAs
• Configuring SPA workflow groups
• Approving a SPA with manual workflow

Importing data for SPAs

• Manually importing product data for SPAs
• Manually importing branch data for SPAs
• Manually importing trading partner data for SPAs
• Reviewing transaction logs for SPAs
• Manually importing sales transactions for SPAs
• Manually importing PO receipts for SPAs

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Automated imports

• Automatically importing products
• Automatically importing trading partners
• Automatically importing sales transactions
• Automatically importing branches
• Importing branch transfers for SPAs

Managing SPA users

• Creating users for SPAs
• Inviting collaborators to view SPAs