Primary Data

Your primary data in Trading Programs is the metadata that is available on your channel. This is dependent on your configuration and consists of one or more dimensions with one or more accompanying dimension attributes. These dimensions and dimension attributes allow you to create your rebate program lines or review your rebate earnings.    

For example, if some of your rebate program lines only apply to some products but not others, then you could have a dimension of products and you can select which items in the product dimension are included in a program line. Moreover, there could be a product attribute, such as category, which allows you to create a selection rule for a program line that automatically includes products with this category. Or if you want to report on your rebate earnings per region, then Trading Programs could be set up so that your transactions specify the relevant branch and the metadata deduces the region of that branch. This would allow you to run a rebate earnings report by region.

Find out how to update your primary data here.

Even though most clients have products and branches/locations as their dimensions, during the design phase of the Onboarding process we will work closely with you to determine your required dimensions and dimension attributes.