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Deal Types |
  
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Deal Types |
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EnergySteward.com allows you to configure and store multiple deal types. These deal types are simply ways to allow you to categorize/classify the deals. For instance, you may have 'Swing' deals and 'Baseload' deals. These are two common deal types for marketing companies. A deal can be assigned a single deal type and a deal type code is required on all deals.
Reporting and spreadsheet analysis of the deals data within EnergySteward.com can be aggregated to these various deal types.
Deals are also assigned for specific product types and service types, these are controlled at the contract level.
This configuration screen provides you with a method to setup deal types. When working with your deals, these types will be listed in a pull down list boxes when adding or updating a deal. You can have an unlimited number of deal types within the system. You can run queries and reports based on this deal type (ie.. pull up a list (then maybe export to Excel) for instance).
Important note: These configuration screens provide you with the mechanism for populating a standardized list for the actual deal setup screen. You assign these types to various deals at the time you add or update the deal within EnergySteward.com.
The screen shot below shows the initial screen which lists out your available deal types:
Add Deal Type (button) - Click this button to add a new deal type.
View/Edit Grid Button (pencil) - Click this next to the applicable deal type in order to change the information about this type.
Delete Grid Button (red x) - Click this next to the applicable deal type that you want to permanently delete. When you delete a deal type, then all deals with this type WILL BE PERMANENTLY REMOVED. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
Deal Type Name - This can be any name for the deal type which you want to define. It is suggested that you make this name relatively descriptive for the deal type in question. The name you post here is what will show up within the pull down list box when setting up a deal.
Notes - This is required and should just be a brief description for indicating when the deal type is to be utilized.
Is Deal Type Available (checkbox) - If checked, then this deal type is considered active and will therefore show up in the pull down list boxes when setting up a deal. If unchecked then historical deal type information is maintained BUT when setting up new deals, the item will be unavailable (will not show up in the pull down list box).