How to edit an Offer? New UI

Appxite Updated by Appxite

Introduction

This article explains how to edit an existing Offer in Product Management Hub. Editing covers everything available from the Offers grid Actions column: updating Offer content, Pricing Plans, Billing Rules, the assigned Product, copying or deleting an Offer, and unpublishing a Published Offer.

Most editing is possible at any time, but a small set of fields is locked once an Offer is published. The locked fields are called out inline below and summarised in Limitations. For the full creation flow, see How to create a new Offer.

In this article:

NOTE! Editing options for Draft Offers are unrestricted. Restrictions described in this article apply to Offers in the Published, Unpublished, or Archived status.

Accessing edit options

All editing actions are available from the Actions column of the Offers grid. To get there:

  1. Sign in to Product Management Hub. For details, see Product Management overview.
  2. Open the relevant Vendor from the My Vendors grid.
  3. On the Products & Offers page, select View Offers (eye icon) next to the Product.
  4. Locate the Offer in the Offers grid and use the icons in the Actions column.

The Actions column provides up to six actions per row:

  • Edit Offer (pencil icon) — open the Offer in the configuration wizard for editing.
  • Edit Pricing Plan (price tag icon) — open the Pricing Plans page directly.
  • Edit Billing Rules (calculator icon) — open the Billing Rules step directly.
  • Change Product (arrows icon) — reassign the Offer to a different Product. Available only to SuperAdmin users.
  • Copy Offer (copy icon) — duplicate the Offer with selected components.
  • Delete Offer (trash icon) — delete or archive the Offer.

Edit Offer (main flow)

Selecting the Edit Offer (pencil) icon opens the Edit offer page, which uses the same five-step wizard as creation: Offer Details, Pricing, Billing Rules, Provisioning, Review & Publish. You land on the Offer Details step and can navigate to any step using the progress banner or the navigation buttons.

Most fields can be edited at any time. A specific group of fields is locked once the Offer is published; these are marked below with Locked after publish.

Offer Details tab

Basic Information

The entire Basic Information section is locked once the Offer is published:

  • Product Locked after publish — pre-selected at creation, never editable through this flow.
  • Custom ID Locked after publish
  • UNSPSC Classification Locked after publish
  • Contract Type Locked after publish — to amend after publishing, contact the Support team.

Display Information

All Display Information fields remain editable. All support localisation.

  • Name — short name shown to Customers.
  • Full Name — full Offer name shown to Customers.
  • Description — detailed description.

Marketing tab

All sections on the Marketing tab remain editable after publishing.

Service Descriptions

  • Short Description — rich-text editor; supports localisation.
  • Extended Description — rich-text editor; supports localisation.

Service Specifications

All fields editable; supports localisation where applicable.

  • Specification Category
  • Specification Name
  • Value
  • Learn More URL (optional)

Use + Add Entry to add entries within a specification group, or + Add Specification to add a new group.

Call to Action

  • Button Text — text on the main action button shown to Customers.

Media

All media assets can be changed or removed:

  • Offer Image — replace via Change or clear via Remove.
  • Offer Video
  • Offer Images — additional images.
  • Offer Icons

Domain Whitelist

  • Domain Whitelist — comma-separated list of whitelisted domains.

Availability tab

Industries

Industries Locked after publish — the four Industry checkboxes (Private business, Government, Education, Nonprofit) cannot be changed after the Offer is published.

Countries

Countries remain editable. Countries can be added or removed individually, by region, or all at once using All Countries. Selected countries appear as removable tags below the selector.

Business Rules tab

All sections on the Business Rules tab remain editable after publishing.

Cancellation Policy

  • Can cancel orders (toggle) — turn on or off.
  • Deadline (days since order) — visible when Can cancel orders is enabled.

Renewals Logic

  • Renewals automatically (toggle) — turn on or off. When on, the fields below become available.
  • Not sooner than (days before renewal)
  • Not later than (days before renewal)
  • Customer can edit renewal status (toggle)
  • Renewal status change deadline (days) — visible when Customer can edit renewal status is enabled.
  • Perform An Action On Renewal Date (toggle)
  • Perform An Action On Expiry Date (toggle)

Related Services

  • Integration Method — Manual or Automatic radio. Can be switched at any time.
  • Upgrades — Offer — change which Offers can be upgraded to. Use + Add Upgrade Option to add more.
  • Upgrades — Allow Change Upgrade Subscription Configuration (checkbox).
  • Downgrades — Offer — change which Offers can be downgraded to. Use + Add Downgrade Option to add more.
  • Downgrades — Allow Change Downgrade Subscription Configuration (checkbox).
  • Downgrades — At any time / Only on renewal (radio) — restrict when Customers can downgrade.

Addon & Prerequisites

  • This is an addon (toggle).
  • Parent Offer — required when This is an addon is enabled. Use + Add Another Parent Offer to add more.

Terms and Conditions tab

The following fields remain editable:

  • Title — supports localisation.
  • EULA Link — supports localisation.
  • Version — supports localisation.
NOTE! The Terms & Conditions Document itself (the uploaded document, not the metadata) is not editable through this flow. To change the document content, upload a new version through the same field if available, or contact Support.

Pricing step

The Pricing step opens the Pricing Plans page for the Offer. Pricing Plans can be edited or created at any time, regardless of the Offer's status.

NOTE! For full details on Pricing Plan editing and creation, see How to create and manage Pricing Plans. You can also reach this page directly via the Edit Pricing Plan action.

Billing Rules step

The Billing Rules step is partially locked once an Offer is published.

The following Billing Rules settings Locked after publish cannot be modified after publishing:

  • Billing Date
  • Proration Rules
  • The selection between Set custom billing rules, Use vendor default billing rules, and Save as default (vendor program level)

A warning bar at the top of the Billing Rules step reminds users of this restriction.

For full details on configuring Billing Rules (including the sub-tabs that remain editable), see How to configure Billing rules in the Product Management Hub.

Provisioning step

The Provisioning step remains editable:

  • Send order details to an email — change the email address.
  • Custom sequences configuration — upload or replace the sequence file.

Changing the Provisioning method or sequences may affect new orders only — existing Subscriptions continue under the previous configuration unless re-provisioned.

Saving edits and re-publishing

At any point you can:

  • Select Save as Draft to keep your edits without publishing.
  • Continue to Review & Publish to validate the Offer and publish updates immediately or on a scheduled date.
NOTE! For Published Offers, the Review & Publish step also offers an Unpublish Immediately / Schedule for Later option in addition to publishing changes. See Unpublishing a Published Offer.

Edit Pricing Plan

The Edit Pricing Plan action (price tag icon) opens the Pricing Plans page for the selected Offer, bypassing the rest of the wizard. Pricing Plans can be added, edited, or removed at any time, regardless of the Offer's status.

NOTE! For full details, see How to create and manage Pricing Plans.
 

Edit Billing Rules

The Edit Billing Rules action (calculator icon) opens the Billing Rules step for the selected Offer directly. The same locking rules as the main edit flow apply: Billing Date and Proration are locked once published.

NOTE! For full details, see: How to configure Billing rules in the Product Management Hub.

Copy Offer

The Copy Offer action (copy icon) duplicates the Offer. 

A dialog appears that lets you choose which components to copy:

  • Select all
  • Offer Form — always selected; cannot be unselected.
  • Pricing Plan — when selected, the latest Pricing Plan is included by default (even if dated for the future). The last five Pricing Plan dates are available for selection.
  • Billing Rules
  • Sequences

All four components are selected by default. Use Confirm (primary button) to create the copy.

NOTE! Detailed configuration of the Copy Offer dialog, is covered in a dedicated article: How to copy an Offer.

Delete Offer

The Delete Offer action (trash icon) removes an Offer. 

The behaviour depends on whether the Offer has any history:

  • If the Offer has no historic Subscriptions and no orders in progress — a confirmation popup appears with the text: Are you sure to delete the offer: '[Offer Name]'. Confirming permanently deletes the Offer.
  • In all other cases — the Offer cannot be deleted, only archived. A popup appears with the text: Are you sure to archive the offer: '[Offer Name]'. Confirming moves the Offer to the Archived status.

Warning! Deleting an Offer is permanent and cannot be undone. Archived Offers can still be referenced for reporting and historical purposes, but cannot be added to catalogues or used for new purchases.

Unpublishing a Published Offer

To unpublish a Published Offer, use the main Edit Offer flow and navigate to step 5, Review & Publish. The step header changes to Offer Publishing Review and offers two options:

  • Unpublish Immediately — the Offer moves to Unpublished status right away.
  • Schedule for Later — pick a future date for the unpublishing action.

Selecting the corresponding option enables the Unpublish Offer button at the bottom right of the page.

After unpublishing, the Offer appears in Unpublished status on the Offers grid and is no longer available for new catalogue inclusion or new purchases. Existing Subscriptions remain unaffected.

NOTE! An Unpublished Offer can be published again by returning to the Review & Publish step. The full Publishing Schedule and Review Offer step features are covered in a dedicated articles:
1. How to review and publish an Offer?
2. How to schedule Offer Publishing and Unpublishing?

Limitations

The following fields and actions are restricted once an Offer is in Published, Unpublished, or Archived status:

Locked fields (cannot be edited)

  • Product (assigned Product)
  • Custom ID
  • UNSPSC Classification
  • Contract Type (contact Support to amend)
  • Industries
  • Billing Date
  • Proration Rules
  • The choice between Set custom billing rules, Use vendor default billing rules, and Save as default (vendor program level)

Action restrictions

  • Delete Offer is only available for Offers with no historic Subscriptions and no orders in progress. In all other cases, only archive is possible.
  • Change Product is restricted to SuperAdmin users.
  • Changing Provisioning configuration affects new orders only; existing Subscriptions continue under their original configuration.

Summary

All editing options for an Offer are available from the Actions column of the Offers grid: Edit Offer, Edit Pricing Plan, Edit Billing Rules, Copy Offer, and Delete Offer. The main Edit Offer flow reuses the five-step wizard from creation; most fields remain editable, but Product, Custom ID, UNSPSC Classification, Contract Type, Industries, and Billing Date/Proration settings are locked once an Offer is published. Pricing Plans can be edited at any time, regardless of Offer status. Published Offers can be unpublished from the Review & Publish step, immediately or on a scheduled date. Offers with no transaction history can be deleted; those with history can only be archived.

Related content

Product Management Products & Offers Offer compliant

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