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- Agro Commodity Brokerage
- Process
- Cancellation and reopening
Cancellation and reopening
Cancel a deal without losing the commission record, and reinstate it if the deal comes back.
Step by step
-
Cancellation Broker
The Broker moves the deal to Cancelled when the seller cannot deliver or the buyer withdraws.
- Status to Cancelled; Stage Since stamped
- Updates Deals
-
Waiving Automatic
Every line on the deal that is not yet paid becomes Waived; paid lines stay Paid.
- Unbilled or Invoiced lines to Waived
- Updates Commission lines
-
Review Brokerage Owner
The Brokerage Owner reviews cancelled deals in the Cancelled column of the Deal Board, with their waived lines.
- Cancelled deals and waived commission visible
- Updates Deals, Commission lines
-
Reopening Broker
If the deal comes back, the Broker moves it to Negotiation, Confirmed or In Delivery and its waived lines return to Unbilled.
- Waived lines back to Unbilled
- Updates Deals, Commission lines
Who does what
Roles and permissions- Broker
- Cancels and reopens deals.
- Brokerage Owner
- Reviews cancellations.
- Accounts
- Handles any refund or adjustment on paid lines.
Set up Agro Commodity Brokerage your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.