How to Add a Purchaser Type Customer

A Purchaser type customer is a ship-to location that is not a wholesaler or distributor.
Most commonly, these will be hospitals, pharmacies, clinics, and other retail locations.

Other cases in which a purchaser type customer may be added include:

- Using the Task Automation List repair process in the Chargeback Payer Module, if the purchaser is an indirect end customer on an open chargeback in the application that is not recognized.
- Via the Multi Contract Group Membership interface, which will add purchasers or members to a Buying Group.

To add a new customer, navigate to Contract Core -> Customer Maintenance -> Add.

The Customer Header will open. 

Customer details are split across three different tabs:
1. Header – Customer Details, including customer type, class of trade, reference ID, name, and address details must be submitted.
2. Alias – Customer aliases and IDs are assigned here. The Reference ID listed on the Customer Header will be the default alias for the customer unless changed.
3. Relationships – Establish customer relationships for vendors, purchasers, and buying groups. Correct customer relationships are required for chargeback and rebate operations in the iContracts application.

Refer to the table below when filling out the customer header for PURCHASER type customers:

Field                             Description

Class of Trade (Required)	Select the COT of the entity – HOSP, CLINIC, RETAIL, etc.
340B Entity	Check the box to exclude sales in Government Pricing.
Territory  (Required)	Select a territory from the territory down-down menu; defaults to UNKNOWN.
Reference Id  (Required)	Enter the Main Reference ID. Typically, this will be a DEA or HIN. This ID will be displayed in most screens throughout the application. In Reporting/Analytics the Main Reference ID = Customer_Ref_ID field.
Name  (Required)	Enter the name of the customer.
Address	Enter the customer’s address.
City  (Required)	Enter the customer’s city.
State  (Required)	Enter the customer’s state.
Zip Code	Enter the customer’s zip code. This field is optional if the country is outside of the USA.
Country (Required)	Choose the customer’s country from the drop-down menu; defaults to USA.
E-mail	Enter the customer’s email address.
Phone	Enter the customer’s phone number.
Fax	Enter the customer’s fax number.
Level  (Required)	Defaults to the Child level. This field cannot be changed.

After filling in all required fields, press the SAVE button.

If there are no errors, Tab 2. Alias will automatically open.

Purchaser Aliases

The system will automatically populate the Reference ID input on the Customer Header as the MAIN INDICATOR with a reference type INTERNAL.
Note: A purchaser type customer does not require an INTERNAL reference type.

A purchaser type customer must have an assigned DEA, HIN, or 340B ID. 
Note: DEA is preferred, followed by HIN.

If the Reference ID input on the Customer Header is the DEA, HIN, or 340B ID, click on the CHANGE button, and add the appropriate Reference Type.

If the Reference ID input on the Customer Header is not a DEA, HIN, or 340B ID, and you wish to keep it in the system as an additional alias, click the ADD NEW ALIAS button to add one or more of those identifiers.



Additional aliases can be added, if needed, by selecting the ADD NEW ALIAS button.

Once all of the appropriate aliases have been added, click on the NEXT button to continue to Tab 3. Relationship.

Purchaser Relationships

The Customer Relationships header will open.

When reviewing the customer relationships header for a PURCHASER, the system will automatically display a list of eligible Buying Groups.
Note: A purchaser type customer can be a member of one or more Buying Groups.

To view buying group details, the user can click on the Reference ID. 
This will open up the Customer Header for the Buying Group.



To add a relationship, click the checkbox next to the desired customer, then hit the SAVE button.
To remove a relationship, uncheck the checkbox, then hit SAVE.