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 find a trading program
There are three ways to locate a trading program:
Via the Activity tab: Use the search box to enter a trading partner name or reference, or a trading program ID or reference. Then click on the relevant link to navigate to the partner or program.
Via the List tab: Use the search box to enter a trading program reference, or more filters to find the relevant trading program for your program line. Then click on the relevant trading program row in your list and click the View program button.
Via the Trading partners tab: Use the search box to enter a trading partner name or reference, then click on the trading partner to view the associated Trading programs and Proposals. Note: The Trading partners tab may be named differently (e.g. Suppliers or Customers), but will always represent your trading partners.
How to edit a proposal program
If the trading program is a proposal, the program will be unlocked and can be edited.
Users with edit permissions for program lines have the ability to edit 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.
The below tabs can be edited for proposal programs:
Program lines: The main aspect of a trading program which earns rebate.
Settings: High level details of your trading program including reference, type, currency, and start and end dates.
Terms: Additional terms and conditions for your trading program, which do not affect rebate calculations.
How to edit a trading program while the workflow is in progress
Once the workflow has started, the trading program will be locked and therefore cannot be edited while the workflow is being progressed.
A trading program and its program lines can be edited if the workflow is stopped. The workflow can then be re-started from the beginning to ensure all roles of the workflow are agreeing to the same trading program.
To stop the workflow and edit a proposal program:
Step 1: Click on the Approval tab for the trading program.
Step 2: Click the Unlock trading program button at the bottom of the page.
Step 3: Make the required amendments to your program.