Read a deal and its builds
A deal screen packs a lot in: the commercial terms on the left, the machines on the right, and each machine's whole journey compressed into two rows of dots. In this walkthrough we will read one. Nothing here changes anything.
Before we start
You need a Sales role and a completed deal to look at — a finished one shows the whole journey, where a draft shows only its beginning.
Step 1 — Open a completed deal
Go to Sales → Deals and select the Completed tab, then open any deal.
You should see the deal reference and status at the top, a summary column on the left, and a Builds tab filling the rest.
Step 2 — Find the pricing level
In the left column, under Deal Financials, read Pricing Level.
Remember what it says — it explains what you are about to see.
Step 3 — Expand a build
On the right, each numbered row is one machine. Click the arrow at the far right of the first build to expand it.
You should see the build's price, cost and profit, its order and invoice references, and a grid listing the machine and its components — the bill of material.
Step 4 — Connect the price to the level
Look at Build Price and at the Deal Price column in the grid.
If the deal's pricing level is Total deal, both are $0.00 — and that is correct. The price is held on the deal, and the build and component levels are deliberately empty. Zeros here mean "priced elsewhere", not "not priced".
Step 5 — Read the progress dots
At the right of each build are two rows, Order and Asset. Hover any dot and it names its stage and state.
The Order row runs Components → Backordering → Stock Allocations → Dispatching → Invoicing. The Asset row runs Asset Creation → Runup Job → Asset Ownership → Install Job.
Step 6 — Compare two builds
Collapse the first build and look at the second. Its dots will differ.
That is the useful skill: at a glance, which machines on this deal are stuck and where.
What we did
You can now read a deal: what was agreed on the left, which machines on the right, how each one was priced, and how far each has got.
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