Using the program line wizard

The program line wizard streamlines the creation of your trading programs, taking you through the creation step-by-step.

A program line is the main aspect of a trading program that earns rebate. Each program line belongs to a single trading program, which in turn belongs to a single trading partner.

We recommend using the program line wizard if you are not yet familiar with setting up program lines, or if you are new to Enable.

This article will guide you through:

1. How to create a program line
   1. Choose a trading program
   2. Program line settings
   3. Mechanism
   4. Mechanism details
   5. Additional settings
   6. Qualifying transactions

Looking for something else?

• Already familiar with setting up program lines? Learn how to set up program lines manually here.
• Alternatively, see our Help Center for more on trading programs.

Users with edit permissions for program lines have the ability to create program lines within Enable for the included trading partners within their access settings. If you require additional help, please reach out to our support team here.

There are two ways to create a program line using the wizard:

• Via the Activity tab, click on the Create program line tile.
• Via a proposal trading program, click on the Program lines tab and click the Create program line button.

If you have chosen to create a program line via the Activity tab, the first step of the wizard will be to choose a trading program to add program lines to.

Use the search box to locate the trading program, click on a column header to sort the column, or view more results using the page selection menu.

Once you have selected a trading program, click the Next button.

Alternatively, if your trading program has not yet been created, click the Add a new trading program button to be taken through the trading program wizard. Learn more about setting up a trading program here.

Populate the following basic program line settings:

• Reference: Enter a reference for the program line, which will be displayed on the trading program PDF for your organization in addition to trading partner collaborators. You can also use program line references to filter reports. This reference does not need to be unique.
• Program line type: Select a type that best reflects the purpose of the program line. Program line types can be used for reporting purposes. If you wish to add, remove or make any changes to the configured program line types, please raise a ticket with our Support team including details of the changes you’d like to make.
• Start date: The date your program line begins. This will default to the start date of your trading program, but can be different for the program line. Note: Transaction data for your trading program will be matched to its program lines. Part of this matching is based on the date of the transaction, in that the given data must fall within the period for the program line.
• End date: The date your program line ends. This will default to the end date of your trading program, but can be different for the program line. Note: The start and end dates can be the same date if required, e.g. for single day agreements or promotional sales.

Once you have chosen your settings, click the Next button.

Mechanisms determine how earnings are calculated from transactions uploaded into Enable.

Select a mechanism to see a description of the calculation, or click on the linked help center article for more information. Each mechanism will contain unique calculations; see our guidance on mechanisms to learn more.

Once you have selected the mechanism you would like to use, click the Next button.

Choose the payment options for your program line below:

• Payment frequency: Select the frequency to determine how many payment lines are generated for the program line’s term. Learn more about payment frequency here.
• Payment granularity: Select the level at which payment is expected for this program line. Learn more about payment granularity here.

Depending on the mechanism you selected, you will also need to populate the relevant rate, value or targets here.

Once you have chosen your mechanism details, click the Continue button.

Now that you have entered the above settings via the wizard, the main program line settings page is displayed. Note: This is also the page that is displayed for you to populate if you choose to manually create a program line.

If required, populate the below optional settings:

• Description: Enter a description for the program line, which will be displayed on the trading program PDF and visible to your trading partner.
• Notes: Enter any additional notes for the program line, which will be displayed on the trading program PDF and visible to your trading partner.
• Claim point: Select the point at which you want to claim rebate for the payment line, based on the payment frequency. In arrears will have payment lines claimed on the end date of the payment line, whereas In advance will have payment lines claimed on the start date of the payment line.
• Processed: If this field has been configured for your channel, only set the checkbox if payments have been manually allocated for the program line. Learn more about processed program lines here.

Before you can save your program line, you will need to choose which dimension items qualify for rebate within the Qualifying transactions section. Learn more about assigning dimension items here.

Once you are happy with your program line settings, click the Save button. Your program line will now appear against your selected trading program.

What’s next?

Ready to select which items will qualify for rebate? Learn how to assign dimension items in a program line here.

Already selected the program line’s dimension items and completed your program line settings? Learn how to add terms items to the trading program here.