To manage your trading programs, you will need to click on Suppliers in the menu that appears at the top of your page. This will take you to a page containing a list of your suppliers.
You can also view your trading programs in the single view of trading programs, by selecting 'List (beta)' in the menu.
After selecting a supplier from this list, you will notice a display panel appear from the right of your screen. This panel contains a list of trading programs that have been created for your selected supplier.
Within this list, there is also a Proposals tab containing those trading programs that have not yet been activated (please see the Set up your trading programs section for information on activating proposal trading programs).
Within the Trading programs tab, upon selecting a trading program and clicking View, you will be taken to a new page where you will be able to manage your trading programs for a given supplier. This page includes a number of tabs near the top of your screen for you to click on, as follows:
The Program lines tab (seen below) allows any user who has access to the selected supplier to view a list of the program lines that have been configured for a given trading program, select a particular program line from the list and then view the settings for that program line.
As shown below, if a user has edit access to the selected supplier, they will also be able to edit (via the Edit program line button), replicate (via the Replicate button) or delete existing program lines (via the Delete button), as well as add new ones (via the + program line button).
Clicking on the Settings and Terms tabs will take you to the trading program’s settings and terms page. Here, you will be able to view and edit a number of trading program settings (as long as you have edit access to the selected supplier). In the 'Terms' section, you can also add any accompanying notes that you may require.
Finally, by clicking on the Analysis tab, you will be taken to the trading program’s analysis page, which is available to all users who have read and/or edit access to the program lines page for the selected supplier.
If you would like to find out more information about this topic or have any queries, then please book an appointment with a member of our Customer Success team.