Deal Category

Overview of Deal Category Tab

This tab displays a list of all configured deal categories and provides options to add new ones, as well as edit or delete existing categories.

1. Add New Deal Category Button

• Purpose: To create a new category for your deals.

• How to Use: Click the green "+ Add New Deal Category" button to open the "Add New Deal Category" modal window.

2. Deal Category List

This section lists all the deal categories currently defined in your system.

• #: Displays the serial number for each deal category.

• Category Name: Displays the name of the deal category.

• Action: This column would typically contain options to manage each individual deal category, such as:

  • Edit: An "Edit" button or icon to modify an existing category's name.

  • Delete: A "Delete" button or icon to remove a category from the list. This would usually trigger a confirmation prompt.

• Current Status: "No record found." indicates that no deal categories have been added yet.

Add New Deal Category Modal User Manual

This section explains how to use the "Add New Deal Category" modal window, which appears when you click "+ Add New Deal Category".

Overview of "Add New Deal Category" Fields

The modal contains one mandatory field for defining the new deal category. Fields marked with a red asterisk (*) are mandatory.

1. Category Name*

• Purpose: The name of the new category you want to create for your deals (e.g., "Software", "Hardware", "Service Contract", "Renewal").

• How to Fill: Type the desired name for the new deal category into this text field.

Actions within the Modal

• Close (X icon): Click the 'x' icon in the top right corner of the modal window to close it without saving.

• Close: Click the "Close" button to close the modal window without adding a new deal category.

• Save: Click the green "Save" button to add the new deal category to your system. If the mandatory "Category Name" field is left blank, you will receive an error message prompting you to complete it.