How to View and Sign off Trading Programs

Collaborator, developed by Enable, is a cutting-edge online platform designed to enhance collaboration between trading partners through the secure and straightforward sharing of rebate agreements, also known as trading programs. This guide aims to provide a comprehensive overview of how users can access and interact with trading programs within Collaborator, including viewing details, navigating the platform, and the process for signing off on agreements.

Accessing Trading Programs in Collaborator

To begin exploring your trading programs in Collaborator, start by selecting a partner from the Collaborator home page. This action will lead you to a dashboard where you can access various aspects of your partnership, including the trading programs.

Upon clicking the "Trading programs" tile, you'll be presented with a list of all trading programs available between you and the chosen partner. This list serves as your gateway to understanding and managing the agreements in place.

To delve into the specifics of a program, simply select it from the list and click the "View program" button to access a detailed summary.

Navigating a Trading Program

The interface for viewing a trading program is intuitively designed, with the left side of the screen showcasing the trading program PDF. This document encapsulates all pertinent details of your rebate agreement, offering a comprehensive overview at a glance. For convenience, you have the option to download the PDF directly to your device.

The upper right corner of the screen features icons representing users who have access to the trading program, potentially including other collaborators from your organization. Clicking on these icons reveals the names and email addresses of these users, facilitating easy communication.

On the right of the screen you can click one of the following tabs to learn more.

Key details

This tab allows you to view the following details:

• Owner: The organization who owns the agreement in Enable, i.e. the partner who has invited you to collaborate and view the trading program.
• Partner: Your organization’s name.
• Reference: The reference of the trading program input by the owner.
• Term: The start and end date of the trading program.
• Status: Indicates whether the trading program is signed or unsigned.
• Last updated by: The user who last updated the trading program and the date of the update.

Activity

This tab provides a history of activity for the trading program including the dates on which the activity occurred.

Activities can include when members of the sign-off approval workflow have approved the agreement, and when the trading program was activated.

Comments

This tab allows you to interact with your trading partner by sending messages and sharing documents in one centralized location. You can view and add comments at any time for trading programs which you have access to.

To add a comment for your trading partner to see, type your message in the box, click the paperclip icon to share a relevant attachment of up to 20MB if required, and click the send arrow icon.

To delete a comment you have sent for both you and your trading partner, click on the X on the right of the comment.

Signing Off on a Trading Program

When a trading program reaches the "For signing" stage, you'll have the opportunity to officially sign off on the agreement. Reviewing the PDF document carefully, you can then click the "Sign off" button to proceed. A declaration will appear, asking you to confirm your agreement with the terms. If you agree, clicking the ✔ Sign off button finalizes your approval. Alternatively, if you need to revisit the agreement or add further comments, you can cancel and return to the summary page.

This guide aims to simplify your experience with Collaborator, ensuring you can effectively manage your trading programs with ease and confidence.