Creating a Group Deal

Group deals are deals that apply to more than one trader.

Create a Group Deal

1. Create a trader called ‘GROUP’, or something relating to what the group is about. The trader type of this trader should be I (internal). There are two ways to then assign traders to this group:

Option 1

2. Open the Trader Card (press F9) and search for the group deal you’ve created.
3. Click the Deals tab, then the Deals For This Trader tab. Click Add to assign groups to this deal.
   

Option 2

2. Use Option 1 to add the GROUP deal to a trader. You will use this trader to add the GROUP deal to several traders.
3. From the Trader Card (F9), search for the traders to which you want to assign the group deal. You can browse to return a list of traders using this option.
   
4. Staying on the List View of the Trader Browse, in the footer toolbar, clear All, then click Groups and Deals.
5. Use extended selection to select all the traders to which you want to apply the group deal.
6. Click +Deal. The Find Trader window opens.
7. Search for the trader who you gave the GROUP deal to in step 2.
8. A Confirm window opens: Apply Selected (trader/deal) to the n selected customers? Click Yes to continue.

Every time you add a contract to the GROUP trader, this will automatically be distributed to all Sales traders that are assigned to this group.

See Also