Creating a Deal

A Deal is an individual facility between at least one Payer (i.e. buyer) and one Seller (i.e. supplier).

For FinverityOS it means to contain all necessary terms of your transactions on specific Products, Customers, Counterparties, Programmes/limits etc. 

Only once you complete the initial setup (consisting of 5-7 steps) you can start setting up your Deal. 

Please, mark the completion status of the steps below. Only then you will be able to move forward in the process: