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Entering turnover

Turnover (spend) is entered against a deal's turnover streams one month at a time, on the submission screen at /spend/submit?psaID=…. It is reached from the deal page's Submit Turnover button, from Edit turnover figures in the deal menu, from supplier dashboard deal lists, and from reminder emails.

Requires: write access is decided server-side per submission:

  • edit or admin role holders, and the deal's own negotiator, can always write — including past months.
  • figuresEntry + supplier users can write the next expected month, any month that has no figures yet, or a month submitted within the last hour (a correction window).
  • Anyone else's changes are not applied directly — they are queued as an amendment for admin review (see below).
  • Re-opening a past month whose figures came from invoices is locked to superusers.

Steps (manual entry)

  1. Open the submission screen. The grid shows one row per participating member and one column per turnover stream; the month picker defaults to the next expected month and is bounded by the deal period.
  2. Enter amounts in the cells. Currency totals appear for currency-type streams; Hide zeros switches declutter large grids.

  3. If you selected a month earlier than the next expected one, an "explanation for the change" box appears.

  4. Click Confirm figures.

Steps (spreadsheet upload)

  1. Click Download spreadsheet — the browser generates a protected workbook with one sheet per outstanding month, cells restricted to numbers, and hidden identifiers linking each cell to its member and stream.
  2. Fill it in and use Upload spreadsheet (the button replaces the download button). The import runs in the background with a progress bar; it rejects unreadable files and workbooks whose streams don't belong to this deal ("you have uploaded the incorrect spreadsheet").

Result

Applied figures are written to the deal's turnover records (denormalized with member/supplier/deal names) and the deal's figures are re-indexed, which feeds the spend view, the rebate calculation, and dashboard charts.

If your submission was queued as an amendment instead: nothing changes until an administrator reviews it in the amendment queue, where they see a was/now/difference comparison and confirm or reject it.

Wipe figures (superusers only) deletes the selected month's figures for the deal entirely.

If it fails

  • Cells are disabled — the selected month is not writable for your role (see Requires), or invoice-derived figures lock it.

  • Your numbers didn't appear — they were queued as an amendment pending admin review; this is silent apart from the confirmation message.

  • Upload rejected — wrong deal's spreadsheet, or the file was edited in a way that broke the embedded identifiers.