Object Card

When a deal is opened for creation or editing, its Deal Card is displayed in a separate window. The same card is also used to view a selected deal from the list in the main TOR interface.

Header Section and Key Deal Fields

Basic Information

  • Deal Number: Unique identifier of the deal (text field).

  • Start Date: Date when the deal becomes effective.

  • End Date: Date when the deal ends.

  • Charter Party Date: Date of the charter agreement.

  • Created Date: Date when the deal was created (set automatically).

  • Type: Deal type, which may affect the behavior of Start/End Date fields and the Income/Outcome tab. Available options:

    • Voyage — One or multiple voyages, typically related to cargo transportation;

    • Brokerage — Brokerage activities;

    • Time Charter Trip — Chartering a vessel for a specific voyage;

    • Contract of Agreement — General contractual arrangement;

    • Other — Other types of deals;

    • Period — Chartering a vessel for a defined period;

    • Goods S&P — Sale and purchase of goods;

    • Forwarding — Cargo forwarding operations;

    • Payment Agency Agreement — Agreements related to payment agency services.

  • Pay Status: Payment status of the deal (set manually). Possible values: Unpaid, Partly Paid, Paid, Overpaid.

  • Status: Current deal status. Possible values: Draft, Active, Completed, Cancelled, Arbitrage.

Parties and Responsibilities

  • Client: Counterparty involved in the deal.

  • Responsible Operator: Operator responsible for managing the deal (one or multiple system users).

  • Responsible Chartering Manager: Manager responsible for the deal (one or multiple system users).

  • Additional Rights: Additional access permissions assigned to the deal.

Financial Results

The financial results of the deal are displayed as read-only fields:

  • Revenue: Total income across the deal (all Income operations across voyages).

  • Expenses: Total expenses across the deal (all Outcome operations across voyages).

  • Bank Charges: Total bank fees related to payments for both income and outcome accruals.

  • Gross P&L: Profit or loss before commissions.

  • Net P&L: Profit or loss after deducting non-personnel commissions. Visible only to responsible managers or higher roles.

  • Deal Result: Final financial result after deducting personnel commissions from Net P&L. Visible only to users with Shareholder level access or deal supervisors.

Deal Type-Specific Behavior

  • For Time Charter Trip and Period deals, the Start Date and End Date fields are replaced with:

    • Delivery Date: Date the vessel is delivered under charter.

    • Redelivery Date: Date the vessel is returned.

  • For Goods S&P, Forwarding, and Payment Agency Agreement deals, operations are not linked to vessel voyages.
    As a result:

    • The action is not available.

    • Only a single Income/Outcome block is used.

For more detailed information on the tabs and actions in Deal card, kindly refer to the articles below: