The deal screen
Sales → Deals, then any deal reference. Deals are referenced SD- plus a
series letter and number.
The deal list
| Tab | Shows |
|---|---|
| Draft | Raised, not yet approved |
| Active | Approved and being worked |
| Completed | Finished |
| Cancelled | Abandoned |
| Column | Description |
|---|---|
| Deal No | The deal reference |
| Deal with | The customer. (On Hold) means the account is on hold |
| Trading as | The customer's trading name, where it differs |
| Sales Area | The rep the deal belongs to, as initials and name |
| Status | Matches the tabs |
Reports offers Deal Details (Completed), Deal Details (All) and Deal Status (Active).
The summary pane
| Group | Fields |
|---|---|
| Deal | Customer, Entity, BMS Reference, Financed By |
| Order Details | Order and its status, View in Stock Module, Sales Area, Location, Division |
| Deal Financials | Pricing Level, Total Deal Value, Payout Cost, Install and Delivery Cost, Miscellaneous Costs, Net Invoice, Cost, Profit |
| Insights | Book, Discount |
| System Info | Audit fields — who created, approved, completed or cancelled the deal, and when |
Financed By names the finance agent where the machine is financed rather than bought outright.
Note
Profit can be negative and this is not necessarily an error. It is Net Invoice less Cost, and a deal whose costs landed above its agreed price will show a loss.
Tabs
| Tab | Contents |
|---|---|
| Builds | The machines on the deal — see The build progress track |
| Comments | Notes against the deal |
| Profitability | The deal's profit breakdown |
| History | Audit trail |
Deal statuses
| Status | Meaning |
|---|---|
| Draft | Being put together; not yet committed |
| Active | Approved — the order is live and builds can be worked |
| Completed | Finished |
| Cancelled | Abandoned |
| Action | From → To |
|---|---|
| Approve | Draft → Active |
| Unapprove | Active → Draft |
| Complete | Active → Completed |
| Reactivate | Completed → Active |
| Cancel | Active → Cancelled |
Approving a deal approves its sales order, and unapproving reverses that — which is why unapprove is only available while the order itself can still be unapproved.