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:
- Moving members across buying groups
- Viewing membership details
- Editing members' end dates
- Removing members from a buying group
- Deleting members
Looking for something else?
- Need to create a buying group? Learn how to create buying groups here.
- Need to add a member to a buying group? Learn how to add members here.
Moving members across buying groups
To move a member to another 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 the member is moving to 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 button.
Step 8: Enter the following details for the buying group:
- Member name: Type the name or reference of the member to search existing trading partners. The member dropdown will display the existing group that the member belongs to.
- Start date: Type a date or click the ☰ button to select the date the member begins their new membership (including this date).
- End date: Type a date or click the ☰ button to select the date the member ends their membership in the new buying group (including this date). End date is optional, and can be left blank if not applicable.
Step 9: Once you have populated the above details, click on the Add button.
Step 10: If the member has an existing membership with another buying group, you will be prompted to move the member before adding the member to the new buying group. The End date for the current membership will automatically populate with the date before the start date of the new membership, but you can type or select a different end date.
Step 11: Click the Proceed button to complete the member movement.
Viewing membership details
To view member details, such as whether they are active or inactive for a buying group or their start and end dates, click Manage members after selecting the relevant buying group.
This will navigate you to a listing of the members within the buying group with columns for each members Start date, End date, and Status.
If a member has an End date that has passed, their status will be Inactive, otherwise they will show as an Active member.
A full list of the members within the selected buying group can be downloaded by clicking Download in the bottom left of the screen. This will generate a CSV file containing all members along with their Start date, End date, and Status.
Editing members' end dates
To edit members end dates:
Step 1: Click Manage members after selecting the relevant buying group.
Step 2: Select the member(s) whose end date(s) you want to update, and click Edit.
Step 3: Enter the end date for the member(s) and click Submit.
Removing members from a buying group
To remove members from a buying group:
Step 1: Click Manage members after selecting the relevant buying group.
Step 2: Select the member(s) that you want to remove and click Remove. A confirmation screen will be displayed warning that calculations for the buying groups program lines may be affected.
Step 3: To complete the removal, click Continue.
Deleting members
To delete a buying group:
Step 1: Navigate to your trading partner listing.
Step 2: Locate the member you wish to delete by paging through the list, or use the search box to filter the list by buying group name.
Step 3: Click on the relevant trading partner to display its details on the right side of the page.
Step 4: Click Delete. This will display a screen confirming that you want to delete this member. It will show lists of affected users, affected trading programs, and affected buying groups.
Note: All data related to the member including transactions will be deleted from the channel.
Step 5: To confirm the deletion of the buying group, enter the name of the trading partner and click Yes. Otherwise, if you no longer want to delete this buying group, click No.
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.