Schemes

Schemes are a fundamental concept within DealTrack and are used to organise, control and monitor deals for a supplier. Multiple schemes can be set up for a supplier, where each scheme contains one or more deals, and each deal must belong to a single scheme.

When configuring a scheme, multiple settings must be configured. One of these is the scheme type version, which will control the ‘Terms’ data that is stored against a scheme while also dictating the deal mechanisms that can be selected for the scheme’s deals.

Once a scheme and its deals are configured, it can be approved using the approval workflow process; this is an optional process and therefore may not be enabled for you. Furthermore, a scheme’s actual and forecasted earnings can be analysed on a week-by-week basis through the Analysis page.