Deals overview¶
A deal (called an agreement or PSA internally) is the central object of the platform: a negotiated arrangement between the buying group and a supplier, applying to some or all members, over a defined period. Almost everything else — turnover, rebates, documents, tenders — hangs off a deal.
What a deal contains¶
- Core details — name, internal reference, supplier and supplier contacts, negotiator and administrator, term (period from/to), and categories. See Editing deal core details.
- Content — a body of sections and elements (terms), including rebate elements with their calculation rules. See Editing deal content.
- Turnover streams — the inputs against which member spend is recorded.
- Participation — which member companies the deal applies to.
Editing is autosave-driven: the whole deal is saved every couple of seconds, with each save recorded in the deal's changelog.
How a deal moves¶
A deal has a status (confirmed, moderator, negotiator,
supplier, groupSign) that changes as it is negotiated, emailed to the
negotiator and supplier, and signed off. On electronic sign-off sites
the supplier signs first and a member countersigns to confirm it. See
Signing off a deal and the email tasks.
Separately, a deal can be validated (its rebates checked) — see Validating a deal.
Viewing a deal¶
- The deal dashboard is the read-only landing summary (contacts, key documents, prices, rebate cards).
- The full deal view is the complete, editable agreement document.
- The deal rebates view and spend view show its earnings and turnover.
- The deal browser finds deals across the platform.
How deals are organized¶
Deals are grouped into categories, managed by category management teams (CMTs). Category security can gate who sees a deal's rebates.
Where deals come from¶
Deals are created by hand (often by cloning a template), or awarded from a tender — see Tenders overview.
The money side¶
Turnover recorded against a deal drives rebate calculation and payment — see Financials overview.