How to Set Up Special Pricing Agreements (SPA) and Discount Structures in e-manage|ONE

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Sept 19, 2023 by Maresa Rojas
3 min read

Special Pricing Agreements (SPA) and customized discount structures in e-manage|ONE allow you to apply unique discounts based on vendor and product type. These SPAs can be configured to provide a percentage of the sale price to you as a commission from the vendor. This guide will walk you through the process of setting up SPAs and discount templates for efficient management.

Step 1: Accessing the Configure Group/Volume Discount Templates:

To begin, access the Configure Group/Volume Discount Templates feature by following these steps:

  • Click on the "Tools" menu located at the top of the e-manage|ONE main window.

  • Select "Configure Group/Volume Discount Templates."

Step 2: Creating a New Template

  1. Inside the configuration window, click the "New" button.

  2. Provide a descriptive name for the template, keeping in mind that you can attach multiple contracts from various vendors to one template.

  3. Optionally, assign templates to companies based on their type or specify a corporate division where the template is available. You can also make it accessible to all divisions.

  4. Once completed, click the "Save" button.

Step 3: Adding Contracts to the Template

  1. The newly created template will appear in the grid below your entry. Highlight it.

  2. Click the "New" button in the "Available Contracts" dropdown list box.

  1. In the resulting window, enter the Contract name, Contract number, Vendor, and the Effective Date.

  2. Click the "Add Discount Details" button.

Step 4: Configuring Discount Details

  1. In the ensuing window, enter the list price.

  2. Set the Manufacturer (MFG) Discount percentage, Installed Discount percentage, Delivered to Door Discount percentage, Deliver to Dock Discount percentage, and Vendor Commission percentage as needed. Ensure you check the box inside the text box for each percentage value you use.

  3. Click the "Save" button.

 

Step 5: Selecting Product Types

  1. After saving, you'll see all the defined product types listed in the grid below your entry.

  2. This is where you specify which product types apply to this contract during import.

  3. Check off all relevant product types that this contract applies to at the listed price breakdown and for this specific vendor's contract number.

  4. Product Type checkboxes save automatically, eliminating the need for additional saving.

  5. If necessary, use the "Check All" button to select all product types.

  6. Click the "New" button to set a new list price breakdown and repeat the process until all price breakdowns are complete.

Step 6: Adding Contracts to the Template

  1. Continue creating new contracts for the template, following the same steps.

  2. Once all contracts are created, return to the "Configure Buying Group Discounts" window.

  3. Use the dropdown list box where you previously clicked the "New" button to select the contracts you want to add to the template.

  4. Click the "Add To Template" button inside the dropdown list