The Deals module provides comprehensive deal management — from registration through to invoicing. It lets you plan execution, assign tasks, track fulfilments, and record all related processes, documents, and files. The goal of the module is to ensure full control over how a deal proceeds, an overview of costs, and effective communication among everyone involved. The key functions of the Deals module include:
- Recording larger-scale work
- Tracking the deal budget and costs
- Grouping requests and tasks
- Planning internal and external costs
- Planning human resources
- Tracking issued and received purchase orders
- Recording stock documents
- Invoicing with optional automatic invoicing with confirmation
- Billing services in multiple scenarios (post-paid/pre-paid)
- Optional separation of internal and billing work
- Hidden billing items for cost tracking without customer access
- Billing for material, services, transport, and reference costs
- Billing archive
- Recording work on specific objects from the CMDB configuration database
- Billing contracts and contractual penalties
- Re-invoicing costs from received invoices and receipts