To manage your schemes, you will need to click on Browse at the top of your page and then on Suppliers in the drop-down menu that appears. This will take you to a page containing a list of your suppliers.
After selecting a supplier from this list, you will notice a display panel appear from the right of your screen. This panel contains a list of schemes that have been created for your selected supplier.
Within this list there is also a Proposals tab containing those schemes that have not yet been activated (please see the Set up your schemes section for information on activating proposal schemes).
Within the Schemes tab, upon selecting a scheme and clicking View, you will be taken to a new page where you will be able to manage your schemes for a given supplier. This page includes a number of tabs near the top of your screen for you to click on, as follows:
Deals · This is the page that you initially land on and is where you can add new deals to a scheme as well as edit, replicate and delete existing deals within a scheme.
Settings & terms · Clicking on this tab will take you to a page where you will be able to define the settings which will be applied to your scheme i.e. reference, description, start / end date. You can also select a scheme type version to define what terms items can be attached to a scheme.
Approval · Clicking on this tab will take you to a page where you will be able to manage the approval process for a scheme, according to your organisations hierarchy and sign-off rules. This is an additional option that can be configured by Enable's system administrators.
Analysis · Clicking on this tab will take you to a page where you will be able to analyse the performance of a scheme and make direct comparisons against other schemes.
The Deals tab (see screenshot provided below) allows any user who has access to the selected supplier to view a list of the deals that have been configured for a given scheme, select a particular deal from the list and then view the settings for that deal.
As shown below, if a user has edit access to the selected supplier, they will also be able to edit (via the Edit deal button), replicate (via the Replicate button) or delete existing deals (via the Delete button), as well as add new ones (via the + deal button).
Clicking on the Settings & terms tab (see example of a proposal in the screenshot provided below) will take you to the scheme’s settings and terms page. Here, you will be able to view and edit a number of scheme settings (as long as you have edit access to the selected supplier), plus add any accompanying notes that you may require in the ‘Terms’ section.
Finally, by clicking on the Analysis tab (see screenshot provided below), you will be taken to the scheme’s analysis page, which is available to all users who have read and / or edit access to the deals page for the selected supplier.
If you would like to find out more information about this topic, or have any queries, then please book an appointment with a member of our Client Services team.