Once you have created and configured a scheme, you will now need to create a deal within that scheme. This is the third and final stage involved in setting up your trading agreements. A deal is essentially the main aspect of DealTrack that actually ‘earns’ your business money.
To create a new deal, simply navigate to the Deals tab on the scheme view / edit page and then click on the + deal button (see screenshot below).
You will then be taken to a page (which will look similar to the screenshot below) where you will be able to configure your new deal for the scheme you have just created.
On this page, you will be required to complete the following 3 steps (please see the associated articles available for a deep dive into each step):
Once all steps have been completed and you have finished setting up your deal, simply click on the Save button at the bottom of the page.
Please note — deals can be edited further after creation, if required.