A trading program represents a rebate agreement between you and one of your trading partners. Each trading program defines the terms and conditions of the agreement, and consists of one or more program lines which determine how earnings are calculated.
This article will guide you through:
How to create a trading program
Users with edit permissions for program lines have the ability to create trading programs within Enable for the included trading partners within their access settings. If you require additional help, please reach out to our support team here.
There are three ways to create a trading program:
Via the Activity tab, click on the Create program tile to create a new trading program.
Via the List tab, click on the Create program button to use single page creation to walk you through each step.
Via the Trading partners tab.
We will walk you through the List tab and Trading partners methods below.
To create a trading program via List tab:
Click on the Activity tab in the grey banner at the top of the page.
Click on the Create program button on the top right corner
Note: If Agreement AI is turned on your channel, the wording of the pop up may differ.
To be able to create a program line, the Trading Partner/Supplier and the Type need to be selected.
To create a trading program via a trading partner:
Click on Trading programs in the green banner at the top of the page.
Click on Trading partners in the drop-down menu. Note: This may be named differently (e.g. Suppliers or Customers), but will always represent your trading partners.
Search and select the trading partner you would like to create an agreement with.
Click on the Proposals tab.
Click the Create trading program button to which will navigate to the single page creation of trading program screen
Click This trading partner. The trading program settings page will now be displayed.
How to configure trading program settings
Configure the below settings for your trading program:
Reference: Enter a reference for the program, which will be displayed on the trading program PDF for your organization in addition to trading partner collaborators. You can also use trading program references to filter reports. This reference needs to be unique to the trading partner and the start date, e.g. you could have the same reference for different trading partners or you could have the same reference for the same trading partner if the start date was different.
Trading program type version: Select a type to determine which Terms items can be set against the trading program. If you wish to add, remove or make any changes to the configured trading program types, please raise a ticket with our Support team including details of the changes you’d like to make.
Currency: Select the currency of the transactions which will qualify for your rebate. Currencies displayed will be based on those configured in your channel.
Start date: Type or select the date your rebate agreement begins. Note: Transaction data for your trading program will be matched to its program lines. Part of this matching is based on the date of the transaction, in that the given data must fall within the period for the program line.
End date: Type or select the date your rebate agreement ends. Note: The start and end dates can be the same date if required, e.g. for single day agreements or promotional sales.
Below are the some of the optional fields in trading program creation in setting section :
Description: Enter an optional description for the trading program for internal purposes only.
Settled: Leave this checkbox blank; this setting currently does not have any functionality for configuring trading programs.
Renewal status: This cannot be edited. Once the trading program is active, the renewal status will automatically update to indicate when the program is due for renewal or overdue.
Supersedes: If this trading program supersedes an existing or previous agreement with the same trading partner, select the program it supersedes here.
Superseded by: If this trading program will be superseded by a new agreement with the same trading partner, select the program that supersedes it here.
- To be discontinued: Set the checkbox if this trading program will not be renewed after its end date in section Renewal
Once you are happy with your trading program settings, click the Save button.