--- title: "Deals" slug: "deals" updated: 2025-10-14T14:06:48Z published: 2025-10-14T14:06:48Z --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.deltatre.com/llms.txt > Use this file to discover all available pages before exploring further. # Deals > [!NOTE] > **Notes:** This article represents AXIS selling package functionality. This article introduces deals and explains how they control the availability of content (assets) to App users. > [!CAUTION] > **Warning**: Take care before attempting to make changes in this area. Deals are an advanced feature and we recommend that you don't modify them without relevant approval. The diagram below illustrates how rules, assets, users, and user groups interlink. Here we're focusing on rules relating to **deals***.* ![AXIS_Plans__Deals__and_Offers_-_deals.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/4471003788060.png) We've also created [an infographic](/v1/docs/rules-infographic) that illustrates how the different rules come into play to give users access to content through their entitlements — be sure to take a look. ## What are deals, and how do they work? A *deal* acts as a container for managing the licensing terms agreed with the distributor (or ultimate owner) of your video assets, as well as playback rules and any offers inherited by the assets. Deals group together related content offered under similar terms - for example, those restricting certain types of transactions, or playback on particular devices. You may have more than one deal with a distributor, for example, a deal governing the license terms for new releases and a separate deal for library content. Every asset must be ingested against a deal to be published to App users. Typically, all assets are ingested under a single deal with common rules, however, they can be set up per distributor or per-use case if required. ## What's the difference between a deal and an offer? > [!NOTE] > **Note:** Deals and offers are usually set up on a per-project basis by our engineers, so they're automatically applied to assets during ingestion. An *offer* defines when, where, and how an asset is offered to a specific *user group*. A *deal*, on the other hand, forms the outer boundary of these offers and is where the ownership rights of each offerable asset are configured. All offered assets need to be part of a deal. For example, you may have content from *Distributor A* that: - May not be played on Chromecast - May not be offered past a specific date - May only be offered for a subscription but not rental By grouping all of *Distributor A's*assets into a deal at ingestion, you can be sure that none of them will be offered in a way that violates any of the deal's rules. Assets obtain their *offers* in one of three ways: 1. Automatically from the *deal* that the asset is associated with during ingestion 2. Manually from [*custom offers*](/v1/docs/offers#:~:text=What%20are%20custom%20offers%3F), which are defined directly at asset-level 3. Manually from [*global offers*](/v1/docs/global-offers) referenced at asset-level These three ways in which assets obtain their offers are known as *offer templates*, a term we use to group offers. Read our article to learn more about [offers](/v1/docs/offers). ## What is offerable content? There are many asset types available in Presentation Manager, however, not all are what we refer to as *offerable*. Whether content is offerable determines if or when it's visible to end users (i.e. will appear in lists and search results) and can be viewed or purchased. Standard entertainment and sports assets — movies, episodes, shows, competitions, events, and so on — are offerable. Links, custom assets, and ratings, on the other hand, use a non-editable *system* deal/offer, ensuring their visibility to all users. ## Configuring deals The *rules* tab in Presentation Manager groups together three subsections: *deals*, [*global offers*](/v1/docs/global-offers) and [*plans*](/v1/docs/plans-and-subscriptions). By default, selecting *rules* from the top navigation automatically displays *deals*. ![Deals_navigation.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360009883159.png) ### Navigating the deal catalog *Deals* are displayed within the *deal catalog* and can be sorted by *Title*, *Distributor*, *Deal Start* and *Deal* *End*, *Deal Modified*, and *Date created*. ![Deals_catalog.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011706939.jpg) Select a deal from the catalog to view details. ![Sample_Deal.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012882680.png) - In the *Details* tab (selected by default), it’s possible to view/edit deal information - Select the *Initial Offers* tab to view any offers inherited with the deal at the point of ingestion ### Setting up a new deal If you've added a new distributor to your catalog, or agreed a new set of license terms with an existing deal, you may need to add a new deal. 1. From the deal catalog, select the *New Deal* button > [!NOTE] > **Note:** By default, the *ownership* is set to **subscription** and the *delivery types* are set to **stream**. ![New_Deal_Metadata.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012862039.png) 2. Enter information into the relevant fields: - *Title* (mandatory): Specify the deal title. - *Distributor* (mandatory): The distributor that the deal applies to. Select an existing distributor or create a new one. - *Users* (mandatory): The user group(s) that the deal applies to. Select from existing user groups (multiple selections possible). - *Ownership* (mandatory): Select *Free*, *Subscription*, *EST*, and/or *Rent*(multiple selections possible). Selections made here determine the offer types for this deal. - *Delivery types* (mandatory): Specify how assets included in the deal can be delivered to user devices. Select from *Download*, *Progressive download*, *Stream*, and/or *Stream or Download*(multiple selections possible). - *Advanced options*: Select a checkbox to configure further details as required: - *Playback restrictions* — If there are restrictions on playback or casting at specific resolutions on specific devices, these can be defined here. First, select a restricted *device type,* then specify *cast type/s*, *file type/s* and an optional *description* for the restriction. The description will be displayed to the user in their App. ![Playback_restrictions.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012877220.png) - *Minimum price for items*: ![Minimum_price_for_items.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012877180.png) - *Maximum price for items*: ![Maximum_price_for_items.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012877200.png) - *Items are deemed NOT for individual sale*. - *Deal period* (mandatory): Specify the *Start* and *End Date* and the *Time Period* of the deal. See below for further information on [dates](/v1/docs/deals#how-do-dates-work-on-deals-and-offers). > [!NOTE] > **Note:** If you need to change the terms of the deal, you can extend the deal end date. Any offers within the same deal must then be [re-instantiated](/v1/docs/deals#how-do-i-reinstantiate-an-offer) to become active. ### How do dates work on deals and offers? The deal dates determine the availability of the asset. Offers will not be instantiated on an asset if their dates violate the deal period. Two types of date configuration are relevant here: - A *relative date* (used by offers) is a period of time relative to the current date or another specified date, such as the date of ingestion. Add *offsets* of time to the relative date by weeks, days, hours and minutes. For example, if the offer applies to a relative date of the *deal start*, with an offset of *+2 days*, this means the offer is active two days after the deal start date. If the deal start date is changed, the relative offer date is updated accordingly. - An *absolute date* (used by deals and offers) is a fixed date and time, independent of any other set dates in the system. 3. To save, select the *Create deal* CTA, which then displays the newly created deal. #### Initial offers Once you've created your deal, select the *Initial Offers* tab to view any offers inherited with the deal at the point of ingestion. The *ownership* that you specify when configuring the deal (i.e. *free*, *subscription*, *EST*, and/or *rent*) determines the offer types. If no offers are inherited, or you wish to add another offer, you can do so on this page. **Example of a deal with inherited offers:** Below is an example of a deal with various automatically inherited offers. Select an offer to view/edit details. ![Deal_with_Initial_Offers.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012909459.jpg) Below is an example of a deal *without any automatically inherited offers*. In this view, add a new *Free*, *Subscription*, *EST*, *Rental, or* *Coming Soon* offer to the deal. ![New_Deal_without_Initial_Offers.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360012909439.jpg) #### Re-instantiating offers Multiple offers can exist within a deal. These offers must respect the deal period (duration of the deal). When you make a change to offers, you must refresh - or *re-instantiate* — them so that the deal is updated to include the new offer changes. To do this, follow these steps: 1. Update the *offers* with your changes (on *deals*, *assets, or* *global offers*) 2. Trigger the *re-instantiate offers* action of the asset (to refresh asset offers) 3. Republish the asset (publishing uses the updated *asset offers* snapshot)