Welcome to our Trading Platform quick start guide! From here, you'll find everything you need to get up-and-running with your first trading program 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, trading program or program line 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.
More about searching Trading Programs
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 program lines:
- Use the program line wizard by clicking the Create program line tile and follow the instructions.
- Alternatively, use the Trading programs tab or the dashboard search bar to find the trading partner for your new trading program.
- Select the Proposals tab and click the + button to create your new proposal trading program.
- Enter the necessary information, such as the trading program name and date range, and Save.
Create a trading program walkthrough
Creating your first program line
You can now create your first program line to begin attaining profitable growth.
- From the settings page in your trading program, select the Program lines tab, and click the + Create program line wizard button.
- Enter a few basic details to configure your program line, and click Save.
- An even faster way to create new program lines for existing trading programs in the future is to use the + Create a program line button on your dashboard.
- Now you've created your program line with Trading Programs, it's simple to edit and replicate it in the future.
Learn how to create more complex program lines
Activate your trading program
Now that your first proposal trading program and program line(s) 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 Trading Programs.
- Navigate to the Proposals tab for your chosen trading partner.
- Select the proposal you created previously.
- Click the Activate button.
How to edit an existing trading program
Analyze your new program line
You can now utilize one of many reports to track your new program line, 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: Program earnings, Daily earnings or Transactions.
- Enter the filters needed to target your new program line, or multiple program lines, and click Preview.
- Press Download to generate a CSV of the results.
How to view recent reports
Simple as that - you've now successfully set up your very first trading program. You're now well on your way to taking control of all your trading programs 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.