Negotiation Stage

• It is during this stage that the terms of the leasing deal are defined.
• The process starts with either the user or the supplier proposing a set of terms and the respective partner completing the next action by:
  
  
  
  
  • Update the terms
    • Through this option, you can edit the terms to your needs. You can adjust the pick-up charge, per diems, and pick-up, or drop-off locations. 
  • Confirm the terms
    • You can select this option if you have reviewed all of the proposed terms, you agree to each one, and you do not need to request any changes. 
  • Decline
    • This option is the way to cancel the leasing deal and you can choose it if you are truly not interested in any of the proposed terms. 
      
      
• In case a deal is sent out and there is no initial response from the receiving party, the deal will automatically be declined after 7 days.

Payment Stage

• During this stage, you will be prompted to select your payment method.
• The payment method options you see will depend on your available Credit Limit: 
  • If you have an available Credit Limit, you will be provided with the option of "Use the wallet to proceed" as shown in the image below. 
  • If you do not have an available Credit Limit, you will be requested to complete payment upfront via a Bank Transfer or Credit Card. 
    • You can review the following article to learn more about this: 
      • What is the Credit limit? How high is my limit?

Release Stage

• As soon as our payments team has received the payment for the deal (whether that is through Credit Limit or Upfront payment methods), they will move the leasing deal to the Release Stage.
• This does NOT mean that the release reference has already been uploaded, but actually, the Supplier has now been requested to upload the release reference. 
  
  • For more on how to create the release, you can review the article: How do I create a Release Reference?
    
• As soon as a release reference is provided, the deal will be changed to the Pickup stage.
  
• If you are the Supplier, please share the release reference as soon as possible.
• Your Release performance will be shown under your company profile, the faster you provide the release the better the rating! 👍🏻

Pickup Stage

• After the supplier provides the release reference to the user, the deal status is set to Pickup.
• In this stage, you will find all the deals that have the release reference(s) provided by the supplier.
• The user is in the process of picking up the units.
  • All users are highly encouraged to pick up the released units as soon as possible and report them on the leasing deal through the Report Pickup option.
• The user's pick-up performance will be shown under their company profile.
• The faster pickup is completed, the better the rating will be! 👍🏻

Dropoff Stage

• During this stage containers have already been picked up by the user, and are in the process of being dropped off at the correct location.
  
  
• It is during this stage that the user will be requested to report the containers with their respective Drop-off date and container number through Report drop-off 
  
  
  • Make sure to complete this step so the system can correctly calculate the Per Diems and Insurance.
    
    
• Once all containers have been returned to the supplier's appointed location, the deal stage gets set to Completed.

Completed Stage

• After every container is reported as dropped off by the user, the status of the deal is seen as completed.
• It also means that the transaction is entirely completed and the deal is closed.
• After a deal is set as completed, you can still access it and use the deal to look up information or even for communication purposes.
  
  

Declined deals

• If a deal gets declined (canceled), it will show in the Canceled Deals folder on the left side of the deal overview page.
• If you need access to an older, declined deal, reach out to xChange at service@container-xchange.com.