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Screenshot: Swap Deals section

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Column NameDescription


















Functional buttons and icons, presented in the section, are as follows:

Button/IconDescription

Image RemovedImage Added

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

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FieldDescription
GeneralCode NameIndicate a code name of the swap dealPrice per unit of a service
Status

Specify 

  • active
  • archive
Currency

Price per unit of a service

ClientRatePrice per unit of a service
Effective DateIndicate a date, on which this swap deal will become effective. Before this date, the rate will not be used
AccountPrice per unit of a service
Period SettingsPeriodEnd DateIndicate a date, after which this swap deal will not be used
ServicesStart DateSelect a service for this swap deal (calls, SMS, data)

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Panel
borderColor#ffffb3
bgColor#ffffb3
borderWidth2px

(warning)   Attention

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 Items List tab


Screenshot: Items List tab

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FieldDescription
General

Client

Displays the Client and its Account
Period
Update Time
Status
ProfitPlanned
Live
Sales
Margin
Inbound

Planned


Live
Forecast
Progress
OutboundPlanned
Live
Forecast
Progress
ItemsID
Direction
Destination
Rate
Volume
Revenue
Sales Revenue
Alert
Run Rate
Progress


Edit Swap Deal tab


Screenshot: Edit Swap Deal tab

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Adding a New Item

To add a new item to the swap deal, click the Add Item button Image Addedbutton in the Items List tab and define the respective values in a pop-up window: 

Screenshot: Adding a New Item

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FieldDescription
GeneralDirection

Specify 

  • inbound
  • outbound
VolumeIndicate a code name of the swap deal
Code

Price per unit of a service

Code Name
RatingRateIndicate a date, after which this swap deal will not be used
Sales RateSelect a service for this swap deal (calls, SMS, data)
Service