A trading program represents a rebate agreement between you and one of your trading partners. Each trading program defines the terms and conditions of the agreement, and consists of one or more program lines which determine how earnings are calculated.
There are three ways to locate a trading program:
If the trading program is a proposal, the program will be unlocked and can be edited.
Users with edit permissions for program lines have the ability to edit trading programs within Enable for the included trading partners within their access settings. If you require additional help, please reach out to our support team here.
The below tabs can be edited for proposal programs:
Once the workflow has started, the trading program will be locked and therefore cannot be edited while the workflow is being progressed.
A trading program and its program lines can be edited if the workflow is stopped. The workflow can then be re-started from the beginning to ensure all roles of the workflow are agreeing to the same trading program.
To stop the workflow and edit a proposal program:
Step 1: Click on the Approval tab for the trading program.
Step 2: Click the Unlock trading program button at the bottom of the page.
Step 3: Make the required amendments to your program.
Step 4: Start the approval workflow from the beginning using the process here.
Ready for your trading program to be signed off? Learn how to start the approval workflow here.
%203.svg){kind=logo}