Additional conditions is a feature in DealTrack that will allow you to state whether a condition that determines whether your deal can start earning is met or not. Additional conditions are conditions that cannot be tracked in DealTrack. You will not be able to use Additional Conditions if you have Client Members configured. Examples of when additional conditions would be used:
- A deal which only earns rebate if a taster event has been organized to promote new products. If such an event was not organized, then the deal should not earn any rebate.
- A deal which only earns rebate when all of the supplier's products are on the top shelf of the store. If the products are not on the top shelf, the deal should not earn any rebate.
Configure in DealTrack
The Enable staff will configure your DealTrack tenant to allow additional conditions. These can be configured per deal mechanism, and therefore if you only have additional conditions on deals such as fixed percentage, then only that deal mechanism can be configured to allow additional conditions.
To turn on additional conditions, click on the checkbox next to 'Additional conditions apply'. This will allow you to set whether the manual conditions are 'Met' or 'Not met'.
When the manual conditions are set to ‘Not met', the deal earnings will be 0, which means that there are no earnings for that deal. When the manual condition is set to ‘Met’, then the deal can start calculating earnings.
To set the manual condition to 'Met' or 'Not met', you will need to put a comment against that action. This then is kept in the activity log so that the actions against the additional conditions are logged.
After saving the deal, you will then be presented with a slider to choose between 'Met' and 'Not met'.
Throughout the duration of the deal, you will be able to change this slider at any point. If you have automatic workflow and a scheme is locked due to the workflow process, you will still be able to change this slider to determine whether the deal is met or not.
To change the slider simply click on it, add a comment, and then click Save.
If you would like to discuss Additional Conditions further, please book an appointment
with a member of our Client Services team.