A sequential, role-enforced pipeline that takes every deal from creation through to finalization — click any stage to explore.
The starting point of every trade. Define the deal parameters, parties, products, and financial structure that will govern the entire lifecycle.
The trading manager reviews the deal structure, validates commercial terms, and grants approval to proceed to technical review. Approvals are tracked with timestamps and user records.
Engineering and technical teams review product specifications, safety data, and compliance requirements. Technical recommendations are documented and attached.
A dedicated supplier offer page is generated displaying deal information, product details, and payment terms. Supplier confirmation is tracked and recorded.
Mirror of the supplier offer from the client's perspective. The "Close Offer" action transitions the deal to Recap stage upon client confirmation.
Historical snapshots of the deal at each stage. Compare different versions side-by-side to understand how the deal evolved from initial estimate to final numbers.
Immutable records of completed, finalized deals. Once closed, the deal becomes a permanent record in the system — fully archived with complete financial and operational data.
Supported Deal Types
Import deals with full supplier offer tracking and cost control
Export deals with client offer management and revenue tracking
Simultaneous purchase and sales with full chain visibility
Combined purchase and sales operations within a single project