Welcome to our Trading Platform quick start guide! From here, you'll find everything you need to get up-and-running with your first deal and start realizing the benefits of Enable.
Use the following quick-and-easy steps to start your new journey to profitable growth with Enable, in ten minutes or less!
Once you've signed into Enable, you will be taken to your dashboard. The dashboard shows a summary of all recent activity and allows you to get to the most important areas of the Trading Platform in no time.
- Use our powerful search bar to find any trading partner, scheme or deal within the system in seconds!
- Use the tiles and quick links to quickly navigate to the most commonly accessed features and modules within the Trading Platform.
Creating a trading program
Now that you're familiar with your dashboard, you can follow these simple steps to set-up a trading program that will hold your new deals:
- Use the deal wizard by clicking the Create deal tile and follow the instructions.
- Alternatively, use the Trading programs tab or the dashboard search bar to find the trading partner for your new scheme.
- Select the Proposals tab and click the + button to create your new proposal scheme.
- Enter the necessary information, such as the scheme name and date range, and Save.
Creating your first deal
You can now create your first deal to begin attaining profitable growth.
- From the settings page in your trading program, select the Deals tab, and click the + Deal button.
- Enter a few basic details to configure your deal, and click Save.
- An even faster way to create new deals for existing trading programs in the future is to use the + Create a deal button on your dashboard.
- Now you've created your deal with Trading Programs, it's simple to edit and replicate it in the future.
Activate your scheme
Now that your first proposal scheme and deal have been created, you can activate the trading program. Activating the proposal will ensure that it is now included in all the calculations and reports throughout the Trading Platform.
- Navigate to the Proposals tab for your chosen trading partner.
- Select the proposal you created previously.
- Click the Activate button.
Analyze your new deal
You can now utilize one of many reports to track your new deal, so you can rapidly identify ways to steer purchasing and sales behavior to maximize profit.
- Click Reports at the top of the page.
- Select one of the following drop-down options: Deal earnings, Daily earnings or Turnover.
- Enter the filters needed to target your new deal, or multiple deals, and click Preview.
- Press Download to generate a CSV of the results.
Simple as that - you've now successfully set up your very first deal. You're now well on your way to taking control of all your deals so you can calculate, plan and accrue rebate precisely.
To make your life easier, Enable is constantly updating and improving our products every six weeks. This leaves you to focus on the day-to-day running of your business, whilst we maintain the tools being used.