Before getting started, we recommend that you take some time to think through how you will be implementing DealTrack into your business.
We have worked hard to make DealTrack implementations simple, but it is always a good idea to pause and ask some big-picture questions before implementing a new system.
Managing your rebate earnings is what DealTrack is all about. But who should be part of the team? We recommend you invite the people you work most closely with, so you can get them up and running right away.
If you are setting up DealTrack for another team or department, ask around to make sure everyone who needs an account gets one.
How familiar is everyone with DealTrack?
If your team members are new to DealTrack, make sure they get a chance to read the DealTrack User Guide. It’s filled with easy-to-follow articles and screenshots to help your team hit the ground running.
If someone on your team is already an expert, enlist them to help spread the word about how to use DealTrack. You can even set multiple people as admins if you want extra help inviting members and monitoring activity.
How will you set up your trading agreements in DealTrack?
For example, do you want to establish the initial guidelines and naming conventions for your team / company, or would you rather just teams establish their own naming conventions as they go?
Also, it never hurts to start setting up your own trading agreements before adding any of your team's agreements, since you will be able to more easily test out different scenarios.
How will you migrate your company’s data into DealTrack?
In most cases, adding data to DealTrack is as easy as uploading a csv file from your desktop or internal folders. If there was ever an issue during an import, DealTrack will provide useful information detailing the error and what you need to do to rectify it.
However, if you have a lot of data and / or files that need uploading, here are a few tips:
Using our automated SFTP import process to move your data into DealTrack — some of our clients like to import data overnight, or over the weekend;
Try starting off with data related to just a select number of trading partners (4 or 5 is suggested to begin with) — for additional trading partners, you can move related data into DealTrack in stages.