Our Essentials product includes a number of base features, plus a variety of additional optional features that are available to you upon request.
The following list of base features are included as Essentials and, as such, can be considered as “in scope” for Onboarding.
Your channel will be supplied as a fully hosted Software-as-a-Service (SaaS) solution, accessed via a web browser over HTTPS.
Users will log into your channel by entering their email address and password. Certain authorized users will be given admin user accounts.
Up to date calculations
Trading Programs' core functionality is the dynamic calculation of rebate earnings.
Rebate is calculated dynamically, so changes to program lines or primary data can be applied retroactively.
Program and program lines are set up in your channel, thereby forming a central repository of rebate agreements.
Rebate calculation mechanisms
A program consists of one or more program lines which are the rebate earning elements. A program line is assigned a mechanism, which is the plug-in used to determine the inputs required for the calculation of rebate and the selection of the correct calculation algorithm.
Transactions can contribute to rebate earnings for more than one program line. In this case, some agreements stipulate that the earnings of one program line are deducted from the transactions of a second program line before calculating the rebate of this second program line.
Enable will configure the required primary data structure based on the parameters of your rebate agreements.
Currencies will be configured as part of Onboarding.
Your channel keeps an ‘activity log’ of key user actions. Certain authorized users will be given admin user accounts. Admin users can access the activity log and control user access permissions.
Rebate earnings reporting
DealTrack will be supplied with its standard set of core reports, as follows:
Program earnings · A report of program-by-program rebate earnings;
Daily earnings · A report of rebate earnings for a selected trading partner expressed per time period and, optionally, per program;
Transactions · A report of the transaction data present in your channel for a selected trading partner.
Your trading partner contacts will be invited to the Collaborator portal so that they can view and sign off agreements which you send to them through the automatic workflow.