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IBM DemandTec Advanced Deal Management

Currently no upcoming Class Dates

Description

The Advanced Deal Management course introduces you to the expanded functionality of the Advanced Deal Management solution.

Objectives

  • Define user roles and relationships
  • Use the ready and prepare statuses in the correct manner
  • Set up your email notifications
  • Configure and customize your Master Deal center
  • Review your processed offers and deal sheets using the Deal Archive
  • Create reoccurring offers using the copy feature
  • Track estimated and actual trade spend amounts using Funds Tracker
  • Create and maintain your vendor catalog
  • Run various deal, item, and billing reports using the reporting module
  • Reconcile and view invoices using the Billing Center
  • Use Online Help Help and other reference materials
  • Contact Customer Support by e-mail or toll-free phone number

Audience

This advanced course is for Business Managers, Business Manager Assistants, Accounting Users, Analysts, Merchandising Operations, Category Managers, Manufacturing Representatives

Prerequisites

IBM DemandTec Creating Deals is the prerequisite course to IBM DemandTec Advanced Deal Management.

To get the maximum benefit from this course, you should meet the following prerequisites. You should:

  • Have some experience using web browsers, the internet and Microsoft Windows operating systems
  • Be able to navigate a GUI environment
  • Have experience working with spreadsheets and reports.

As you work through the concepts and tasks, it is assumed that you are familiar with Microsoft Excel; although this will not be a blocking issue to learning.

Duration

0.3 days

Topics

  • User roles and relationships
  • Correct use of the ready and prepare statuses
  • Set up of email notifications
  • Configuration and Customization of the Master Deal center
  • Viewing of processed offers and deal sheets using the Deal Archive
  • Creation of reoccurring offers using the copy feature
  • Tracking estimated and actual trade spend amounts using Funds Tracker
  • Creation and maintenance of your vendor catalog
  • Running various deal, item, and billing reports using the reporting module
  • Reconciliation and viewing of invoices using the Billing Center
  • Help and Support functions

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