Viewing a trading program

The trading programs list is a centralized place to store all of your trading programs, making it easy to organize, control and monitor your rebate agreements.

Collaborators who have been given access to trading programs also have access to this list, filtered down to only their trading programs. This allows you to have more aligned discussions between you and your trading partners by referring to a streamlined interface. You can also send links directly to your collaborators about the exact agreement you want to discuss (or vice versa), as the trading program URLs are the same for both parties.

Looking for something else?

Looking to view a list of your earnings? Learn how to generate a program earnings report here.

Locating trading programs via the list

The trading programs list contains a range of information on each trading program, such as the reference, workflow status, start and end dates, whether you’re subscribed to the trading program, and if there are any unread comments.

To access your trading programs, click on Trading programs in the green banner at the top of the page and select List.

Trading programs list

Filtering trading programs

Use the following filters to narrow down results in the list:

Search: Type a trading program reference or the user who last updated a program to filter the list.
Column set: Use to customize your list with different column information.
More filters: Use to only display trading programs that meet a set criteria.
Search by partners: Type and select one or more partners (e.g. suppliers or customers) to display in the list.

Trading programs list results

More options

Depending on your user permissions, you can also complete the following actions from the list:

Create program: Use to create a new trading program using the wizard, or click the … in this button and Manually create a trading program if you are more familiar with program setup.
View program: Select a trading program from the list and click this button to view the trading program PDF, program lines, and other settings.
Download: Save a CSV file containing high-level details of all trading programs in the list.

When one or more trading program is selected, click on the … at the bottom of the page (next to the Download button) to view the following options:

Archive: Available for active trading programs only. Use to archive old trading programs, while retaining details of the programs to view or restore in future. Learn more about archiving trading programs here.
Restore: Available for archived trading programs only. Use to restore inactive trading programs.
Change workflow status: Available for trading programs using manual workflow only. Use to change the workflow status, e.g. from Draft to Fully signed.
Replicate: Available for active trading programs only. Use to replicate a trading program for the current period or next period, and choose whether to replicate as a proposal or fully active program. If an automatic workflow is set up, it will only be possible to replicate as a proposal.
Copy: Available for proposal trading programs only. Use to replicate a trading program for the current trading partner (i.e. the organization the original program is with), or to up to 10 other trading partners.
Activate: Available for proposal trading programs only.
Delete: Available to channel admin users only. Use to permanently delete a trading program. We recommend archiving rather than deleting programs, so that details can still be viewed or restored in future. Deleting a trading program will remove all terms items and any program lines or program line series within the trading program.
Send message: Use to communicate via the Messages app with your trading partner, relating to the selected trading program.
Subscribe: Use to filter by subscribed trading programs in the Activity page using the star icon.
Unsubscribe: Use if you do not wish to be able to filter by the subscribed trading program in the Activity page using the star icon.

When you use the View program button, the Summary tab displays a PDF containing all information configured in your rebate agreement. This includes an easy-to-read view of the details configured in the Program lines, Settings, and Terms tabs.

Alternatively, click on the Program lines tab and click on the … at the bottom of the page to view the following options:

View included items: Use this to review a CSV file of the final included items, broken down by program line, by selecting a dimension and Download. Included items are the final set of dimension items (e.g. products) configured for program lines, considering all inclusions and exclusions (both direct and indirect).
View selection rules: This option may be displayed if your channel uses complex selection rules, e.g. and/or inclusion/exclusion rules. Use this to review a CSV file of the rules configured, broken down by program line, by selecting a dimension and Download. Note: If you use separate target and earnings selections and ratio target selections, these will also be included.
Requeue all program lines: Use this to queue program line calculations, e.g. if changes have recently been made to the data in your channel.

Program lines: View selection rules

What’s next?

Ready to see how much your trading programs are earning? Learn how to generate a program earnings report here.