Using additional conditions

Additional conditions are a feature in Trading Programs which allow you to configure a program line to start earning only when a condition, or set of a conditions, are met. You will not be able to use additional conditions if you have Client Members configured.

 

Examples of when additional conditions would be used:

 

- A program line which only earns rebate if a taster event has been organized to promote new products. If such an event was not organized, then the program line should not earn any rebate.

- A program line 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 program line should not earn any rebate.

- A program line which only earns rebate when the earnings for a particular set of products exceed a target of $100,000.

 

The Enable staff will configure your Trading Programs channel to allow additional conditions. These can be configured per mechanism, and therefore if you only have additional conditions on program lines such as fixed percentage, then only that mechanism can be configured to allow additional conditions.

 

It is possible to configure up to 10 additional conditions per program line. The program line will be included in rebate calculations once all configured additional conditions have been met.

 

There are two types of additional conditions:

Manual conditions are additional conditions which must be manually set as 'met' or 'not met'. From the example above, before the taster event had been organized, the additional condition would be set as 'not met' but after the event had been organized, the condition can be set as 'met'. This type of condition can be used in scenarios where the system would not be able to determine whether the condition is satisfied or not.

 

To create a manual condition, simply click the add button, set the type to 'Manual condition', provide a description, and set whether this condition has been met or not. 

 

 

When setting whether or not the condition is met, you must also provide a comment which will be recorded in the activity log. 

 

 

It is possible to change whether or not the condition has been met at any time, even after the trading program has been locked by automatic workflow. To make this change, simply click the slider, add a comment, and then click Save.

 

Transaction conditions are conditions which involve a monetary target, or a target which is in units. Until this target has been reached, the program line will not earn any rebate. This type of condition can be used in scenarios where the system can calculate whether or not the target has been met.

 

To create a transaction condition, simply click the add button, set the type to 'Transaction condition', and provide a description. Then to set the target for the condition, select which dimension and collection the target applies to, select whether the target is a value or in units, and provide a value for the target. Using the 'All', 'Inclusions' and 'Exclusions' tabs, you can select which dimension items will contribute towards this target, either by direct/indirect selection or by creating selection rules.

 

If you would like to discuss additional conditions further, please book an appointment with a member of our Customer Success team.