To streamline the creation of your trading agreements, there is a deal wizard in your Enable channel which allows for the seamless configuration of your deals.
This deal wizard will take you through the creation, step-by-step, without overloading you with information. This tool is particularly helpful for, but not limited to, users who are new to Enable and are just setting up their first few agreements.
Choosing the right trading program
The deal wizard is accessed through the homepage of your channel by clicking on the big 'Create deal' button which is just off the centre of your screen. Clicking this will take you to the very first step in deal creation; choosing the relevant trading program.
A paginated list of trading programs will come up, with their supplier, trading program ID, trading program reference and more. Here, you will be able to flick through pages, search trading programs, filter to subscribed trading programs, or sort by criteria to find the correct agreement. You will have two options here. You can either
- Choose the trading program which you would like to create the deal for.
- Add a new trading program, if the one you need is not listed.
If you need to create a trading program, the wizard will guide you through this process. This involves choosing a supplier, reference, description, start & end dates, currency and trading program type.
Creating your deal
When the trading program has been chosen/created, you will next need to input the basic information for the deal. As you can see below, this includes the deal reference, deal description, deal type, along with the start and end dates of the deal. These will default to the start and end dates of the trading program unless you specify otherwise. You will then next to click 'Next' in the bottom right of the screen.
You can also see along the bottom that there is a progress bar which tells you which stage of deal creation you are in so you can track your progress. The four stages are: Trading Program, Settings, Mechanism and Mechanism details.
Next up will be to choose the correct mechanism for your deal. The full list of all the mechanisms configured in your channel will appear, along with their descriptions. You will just need to select the correct mechanism and then fill in the mechanism details.
Once this has all been filled in, you will be moved onto an overview of the deal where all that will be left to do is choose the dimension items. This will be exactly the same as the page you are on when you create a deal the regular way.
Once the dimension items have been chosen, your deal has been created and will now appear against the selected trading program.