Swap Deals
Section overviewβ
The Swap Deals section has been implemented in the JeraSoft Billing v3.20. Its purpose is to comprise all the bilateral agreements for further monitoring and analysis. The section is presented as a table like the one below:
- ID β ID of the Swap Deal
- Alert β this column is showing whether the Swap Deal goes as planned. If the current traffic speed is insufficient to close the deal as planned, there will be a warning icon to let you know.
- Name β name of the Swap Deal
- Status β the deal's status. It can be either one of the following:
- "pending" - the start day is in the future
- "in process" - the deal is in process of completing
- "archive" - inactive Swap Deal
- "success" - the result status after the success deal's completion
- "fail" - the result status after the failed deal's completion
- Period β period of the Swap Deal
- Forecast Date β the forecasted date of the Swap Deal completion with the current speed
- Live Profit β the sum of inbound and outbound live revenue
- Progress β the progress bar for the Swap Deal, shows the percentage of completion
- Client β the Client's name and its Account, with whom the deal was agreed
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 Dealβ
To add a new swap deal, click the "Add Swap Deal" button and define the respective values in a pop-up window:
General settingsβ
-
Name β define the name for the Swap Deal
-
Status β specify the Swap Deal status. There are two options:
- "active"
- "archive"
-
Currency β specify the Swap Deal currency
-
Client β select the Client for the current Swap Deal
noteThe Client and Account fields are mutually exclusive.
-
Account βΒ select the Account for the current Swap Deal
Period settingsβ
- Period β indicate a period in days or months for this Swap Deal
- Start Date β indicate a start date for this Swap Deal