COMBINE DEAL SHEETS

The Combine Deal Sheets Menu option allows the Group Buy Team to combine deal sheets with related items. Only a Group Buy Team level sign-on authority may perform this function. This capability is most often used to combine "mods" and "shippers" with deals containing like items with different packaging and pricing. The primary requirement for combining deal sheets is that the Reflect Date Periods must be the same. 

When two or more deal sheets are being combined, one of the deal sheets must act as the "parent" deal sheet and the other(s) are considered "children" deal sheets to the parent. The parent is the primary reference point of the Combined Deals and is the only entry point for accessing the "children" deal sheet(s) for maintenance actions once combined. 

This example shows the step-by-step process for combining the 2 deal sheets shown below that are highlighted by the two red arrows. 

The Combine Deals process starts by clicking the Combine Deal menu option. The system displays a list of the deal sheets that may be combined. Click on the check box to the left of each deal sheet listed under "Choose Deals to Combine". Click the Choose button at the bottom of the list for the checked deal sheets to be combined. It is important to check all of the deal sheets to be combined into a single deal sheet during this initial choosing of deal sheets. The system does not provide for the addition of deal sheets to a combined deal sheet after the initial combining of the deals under a parent deal sheet.

Following the choosing of the deal sheets to be combined, the system asks you to "Choose Parent Deal". The Parent deal is the deal by which the set of combined deals sheets is now known. The "Children" deal sheets have lost their identity with respect to being shown as a discrete deal on any reports or other actions. Click the check box to the left of the deal sheet that you wish to act as the Parent Deal Sheet. Lastly, click the Choose button to establish the chosen deal sheet as the parent. This completes the steps necessary to establish a new set of deals combined under a single deal sheet identity. 

Next, the system returns to the Menu page and is ready to accept the combining of a new set of deal sheets following the same process as before. 

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The newly established Combined Deal can be found as the last report category under the "All Deals by Status" report selection. In this example, Deal Number V8000 is the Parent Deal for the combined deal set of deal numbers V8000 (parent) and V8888 children).

Once combined, either the parent or the children deal sheets may require changes. Click on the target combined deal identity to access both the parent deal sheet and the children  deal sheet(s).

The Combined Deal View page provides the details of the Parent deal sheet and hyperlinked access to the Children deal sheet(s). All of the functions typically available via the Control Links in the deal header section or the Maintenance links are accessible to manage and maintain the Parent Deal Sheet. 

Likewise, the Combined Deal View page provides the details and access to the Children deal sheet(s) when the hyperlinked Children deal sheets identity is clicked. The Children deal sheet also can be managed and maintained within the Combined Deal View page. 

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Last modified: July 20, 2007