Swap Deals

In this article

Section overview

The Swap Deals section has been created since version 3.20 of the JeraSoft Billing. Its purpose is to ___. The section is presented as a table like the one below:

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

Adding a New Swap Deal

To add a new swap deal, click the Add Swap Deal button and define the respective values in a pop-up window:

Screenshot: Adding a New Swap Deal

Field		Description
General	Name	Price per unit of a service
	Status	Specify active - *archive* -
	Currency	Price per unit of a service
	Client	Price per unit of a service
	Account	Price per unit of a service
Period Settings	Period	Indicate a date, after which this swap deal will not be used
Period Settings	Start Date	Select a service for this swap deal (calls, SMS, data)

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 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 inbound - *outbound* -
	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