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Screenshot: Swap Deals section
Column Name | Description | |
---|---|---|
Functional buttons and icons, presented in the section, are as follows:
Button/Icon | Description | |
---|---|---|
Allows adding a new swap deal to the system | ||
Allows editing a swap deal | ||
Allows deleting a swap deal from the system |
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Screenshot: Adding a New Swap Deal
Field | Description | ||
---|---|---|---|
General | Code Name | Indicate a code name of the swap deal | Price per unit of a service |
Status | Specify
| ||
Currency | Price per unit of a service | ||
ClientRate | Price per unit of a service | ||
Effective Date | Indicate a date, on which this swap deal will become effective. Before this date, the rate will not be used | ||
Account | Price per unit of a service | ||
Period Settings | PeriodEnd Date | Indicate a date, after which this swap deal will not be used | |
ServicesStart Date | Select a service for this swap deal (calls, SMS, data) |
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Panel | ||||||
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Attention . |
Items List tab
Screenshot: Items List tab
Field | Description | |
---|---|---|
General | Client | Displays the Client and its Account |
Period | ||
Update Time | ||
Status | ||
Profit | Planned | |
Live | ||
Sales | ||
Margin | ||
Inbound | Planned | |
Live | ||
Forecast | ||
Progress | ||
Outbound | Planned | |
Live | ||
Forecast | ||
Progress | ||
Items | ID | |
Direction | ||
Destination | ||
Rate | ||
Volume | ||
Revenue | ||
Sales Revenue | ||
Alert | ||
Run Rate | ||
Progress |
Edit Swap Deal tab
Screenshot: Edit Swap Deal tab
Adding a New Item
To add a new item to the swap deal, click the Add Item button button in the Items List tab and define the respective values in a pop-up window:
Screenshot: Adding a New Item
Field | Description | |
---|---|---|
General | Direction | Specify
|
Volume | Indicate a code name of the swap deal | |
Code | Price per unit of a service | |
Code Name | ||
Rating | Rate | Indicate a date, after which this swap deal will not be used |
Sales Rate | Select a service for this swap deal (calls, SMS, data) | |
Service |
Overview
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