Buying groups in Enable allow you to accurately represent buying group structures related to your trading programs, including member movement across groups and authoring program lines with buying groups.
Channel admin users have access to the Config area and buying group memberships within Enable.
This article will guide you through:
Looking for something else?
- Need to create a buying group before adding or moving members? Learn how to create buying groups here.
- Need to manage existing members in a buying group? Learn how to manage buying group members here.
Adding members to a buying group
To add a new member to a buying group:
Step 1: Click on Config in the green banner at the top of the page.
Step 2: Click on Structure in the drop-down menu.
Step 3: Click on the Trading partners tab. Note: This may be named differently (e.g. Customers), but will always represent your trading partners.
Step 4: Locate the buying group you wish to update by paging through the list, or use the search box to filter the list by buying group name.
Step 5: Click on the relevant buying group to display its details on the right side of the page.
Step 6: Click on the Manage members button on the top right. The member listing page for the buying group will be displayed.
Note: If you are unable to see the Manage members button, reach out to the Enable Support team to ask about setting up buying group functionality in your channel.
Step 7: Click on the Add Member(s) button.
Step 8: Select either to Add single member or Add multiple members. If adding multiple members, then click Download template in the panel on the right of the page.
Step 9: Enter the following details for the buying group:
- Member name: Type a trading partner name or reference to search existing regular trading partners, and select one of the available options. Note: You can only add regular trading partners (non-buying groups) as members of a buying group.
- Start date: Type a date or click the ☰ button to select the date the member begins their membership in this buying group (including this date). Start date is mandatory.
- End date: Type a date or click the ☰ button to select the date the member ends their membership in this buying group (including this date). End date is optional, and can be left blank if not applicable.
Note: A member can only be part of one buying group over a specified period of time. For example, a single member can be part of Buying Group 1 from January 1 - June 30, and Buying Group 2 from July 1 - December 31, but cannot overlap across those date ranges.
Step 10: If adding a single member, click the Add button once the details have been populated. Alternatively, if adding multiple members, click Browse to select your populated file, then click Upload.
What’s next?
Ready to set up an agreement with your buying group? Learn how to create a trading program with a buying group here.