Customizable deals

Flexible deal types, deal chains and automatic financial totals

Configurable Deal Types

Create as many deal types as your business needs — with their own icons, codes, status sets, and rules. Choose a status template for your process: basic, cargo, marking, or shipment. Each deal type works independently and appears in the menu as a separate section.

Deal Chains

Link child deals to parent deals — for example, production inside an order or delivery inside a shipment. Amount, weight, and volume are automatically aggregated up the chain. Changing the status of a parent deal can automatically update the statuses of child deals.

Goods and Services in One Deal

Add product and service line items with prices, units of measure, and quantities. The system automatically calculates the services total, goods total, and overall amount. Prices are pulled from supplier pricelists.

Financial Summary per Deal

See income, expense, and balance for each deal in real time. The system accounts for all issued invoices and linked transactions. Child deal financials are included in the parent deal totals.

Automatic Deal Reference

The reference is generated from a configurable template based on deal type code, client code, and a sequential number. No need to assign numbers manually — the system creates them sequentially for each client.