Referral Contracts

Updated: August 23, 2022


    Invited Distributors can enroll a Referral Contract (also called Direct Sourcing Contracts or Direct Contracts) to collaborate directly with Vendors on the CloudBlue Connect platform. Note that the system allows invited Distributors to enroll a referral contract only in case the Sourcing Distributor creates a Referral Agreement and attaches it to the configured Service Agreement. Navigate to the Referral Agreements documentation and Catalog Management documentation for more details.

    Program Agreement is Required!

    In case you want to enroll a new referral contract, make sure that your organization created at least one Program Agreement. The system Refer to the Program Agreement documentation for more details.

    The following describes how to enroll a referral contract and how invited Distributors can start collaborating with Vendors on the CloudBlue Connect platform.

    Enrolling Referral Contracts

    Access the Catalog module and select a product that provides a referral agreement in the Direct Contracts tab.

    Click the Enroll button to launch a referral contract creation wizard. Thereafter, follow the wizard steps to successfully create and enroll a referral contract:

    1. Agreement: The system prompts Distributors to select their defined Program Agreement. This agreement will be sent to the product Vendor once your contract is submitted successfully.

    2. Submit: Specify any additional information that may be required to process your contract. Click the Submit button to enroll your referral contract and .

    3. Summary: The system will provide a summary with the specified Distributor, product, target marketplace and your created contract.

    Click the Go to Details button to access your created contract or click Close to close the summary.

    As a result, the system will submit your created contract to Vendors. Once Vendors successfully approve the submitted contract, your organization can start collaborating with Vendors on the Connect platform.

    Program Contracts

    Note that once invited Distributors enroll a referral contract, the CloudBlue Connect platform will generate a Program Contract. Therefore, the system will prompt Vendors to process a new submitted program contract and consequently confirm collaboration with Distributors.

    Processing Program Contracts

    Once invited Distributors submit a program contract to Vendors on the CloudBlue Connect platform, such Vendors will be asked to process the provided contract. In case Vendors successfully sign the program contract, the system will allow Distributors to list the product within their marketplace. The following steps demonstrate how Vendors can process the submitted program contract and start collaborating with Distributors.

    1. Vendors are required to access the Partners module and locate a submitted program contract within the Contracts tab.
    2. Click on the program contract identifier to access the contract details screen. Vendors can use this screen to get familiar with the provided terms and conditions.
    3. Click the Sign Contract button to open a specific form and sign the program contract.
    4. Check I have read and accepted the agreement checkbox and click the Sign button.

    Therefore, Vendors will successfully sign a program contract that is submitted by enrolling a referral contract. Note that the status of this contract should be also switched to Active. This indicates that the specified Distributor can start collaborating with the specified Vendor by using the Connect platform.

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