How to review and publish an Offer? New UI

Introduction

This article explains how to use the Review & Publish step (Step 5 of 5) of the Offer publishing wizard in Product Management Hub. The step gives a single, at-a-glance overview of whether every required field of the Offer is complete and compliant, lets the Vendor jump directly to any field that still needs attention, requires explicit acknowledgment of the irreversible Billing Rules settings, and finally publishes the Offer — either immediately or on a scheduled date. The Unpublish action for already-published Offers is also handled from this step.

In this article:

• Accessing the Review & Publish step
• Header and summary bar
• Two-column category layout
• Compliant subcategories
• Subcategories with issues
• Billing Rules warning and acknowledgment
• Publish button states
• Unpublishing a Published Offer

Accessing the Review & Publish step

The Review & Publish step is the fifth and final step of the New Offer Configuration wizard: Offer Details → Pricing → Billing Rules → Provisioning → Review & Publish. To reach it, complete the preceding steps and select Next: Review & Publish, or select the Review & Publish entry in the progress banner at the top of the page.

For a Published Offer, the step is accessed through the main Edit Offer flow and is used to publish updates or to Unpublish the Offer entirely.

Header and summary bar

The header of the step displays:

• Page title: Offer Publishing Review.
• Descriptive text: "Review all sections before publishing your offer. Ensure all required information is complete and compliant."

Directly underneath the header, a summary bar shows:

• Total count of Compliant subcategories.
• Total count of subcategories with Issues.
• An overall status badge — Action Required when at least one issue exists, or Ready to Publish when every subcategory is compliant.
• A visual progress indicator reflecting the compliance ratio between the two totals.

Two-column category layout

The validation results are organised into two category cards displayed side by side:

• Offer Form (left column) — covers the five sub-tabs of Offer Details: Offer Details, Marketing, Availability, Business Rules, and Terms & Conditions.
• Business Configuration (right column) — covers Pricing, Billing Rules, and Provisioning.

Each category card displays its title and a status badge in its header. The badge shows either the issue count (for example, 1 Issue, 3 Issues) when at least one of its subcategories has problems, or All Compliant when every subcategory inside the card has passed validation.

Compliant subcategories

When a subcategory has no validation issues, it is shown with:

• A green checkmark icon next to the subcategory name.
• The text Compliant in green on the right side of the row.
• An optional expandable section showing what was validated successfully — useful for confirming the values before publishing.

Subcategories with issues

When a subcategory has validation issues, it is shown with:

• A red X icon next to the subcategory name.
• The issue count in red on the right side of the row (for example, 1 Issue, 3 Issues).
• A bullet list of specific, actionable error messages — for example, "Marketing extended description is required for English localisation". Where helpful, the message includes context, such as current versus required values.
• A Fix Issue → button next to each error message.

Using Fix Issue navigation

Selecting Fix Issue → next to any error message takes the Vendor straight to the relevant configuration section in the wizard. The specific field that triggered the issue is highlighted or focused so the correction can be made without searching for it.

After applying the fix, return to the Review & Publish step. The validation is re-evaluated and the issue clears from the list once the field becomes compliant.

Billing Rules warning and acknowledgment

The Billing Rules subcategory has special handling because some of its settings cannot be changed after publishing. It is:

• Expanded by default — not collapsed, so the warning is visible without any interaction.
• Accompanied by a warning message with a triangle warning icon on a light yellow background.
• Accompanied by an acknowledgment checkbox that the Vendor must tick before the Offer can be published.

Publish button states

The publishing control at the bottom of the page reflects the current validation and acknowledgment state.

Disabled state

When any subcategory still has issues, or the Billing Rules acknowledgment is not ticked, the button is:

• Visually disabled (greyed out).
• Labelled Resolve Issues to Publish.

• Non-clickable — the cursor shows the not-allowed state on hover and no action is triggered.

  

Enabled state

When every subcategory is Compliant and the acknowledgment is ticked, the button is:

• Visually enabled (blue background).
• Labelled Publish Offer when Publish Immediately is selected in the Publishing Schedule.
• Labelled Schedule Offer Publishing when Schedule for Later is selected.

• Clickable — selecting it triggers the publishing or scheduling process.

  

Unpublishing a Published Offer

When an Offer is already in Published status, the Review & Publish step is used to remove it from new catalogue inclusion and new purchases without affecting existing Subscriptions. To reach the step for a Published Offer:

1. Open the Offers grid for the relevant Product.
2. Select Edit Offer (pencil icon) in the row of the Offer.
3. Navigate to the Review & Publish step using the progress banner.

The step header changes to Offer Publishing Review and the publishing controls switch to two options:

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

Selecting one of the options activates the Unpublish Offer button at the bottom of the page. The same validation, acknowledgment, and scheduling logic that applies to publishing also applies to unpublishing.

Limitations

• The Offer cannot be published while any subcategory shows issues or while the Billing Rules acknowledgment checkbox is unticked.
• Billing Date and Proration Rules cannot be modified after publishing; the acknowledgment is mandatory to confirm awareness of this rule.
• Additional fields locked after publishing include Product, Custom ID, UNSPSC Classification, Contract Type, and Industries. These are not surfaced by the acknowledgment, but the Review & Publish step is the last opportunity to verify them.
• For a Published Offer, only the Unpublish options are available from this step; re-publishing an Unpublished Offer follows the same flow as initial publishing.
• Validation runs against the saved Draft. Unsaved edits in earlier steps must be saved with Save as Draft before they are re-evaluated here.

Summary

The Review & Publish step is the final stage of Offer creation and the entry point for unpublishing a Published Offer. It presents a header titled Offer Publishing Review, a summary bar with Compliant and Issues totals plus a status badge (Action Required or Ready to Publish), and two category cards — Offer Form and Business Configuration — covering all eight subcategories of the Offer. Compliant subcategories show a green checkmark; non-compliant subcategories list specific error messages with Fix Issue → buttons that navigate directly to the relevant field. The publish button reflects the current state — Resolve Issues to Publish when blocked, Publish Offer or Schedule Offer Publishing when ready.

Related content

• How to schedule Offer Publishing and Unpublishing?
• How to create a new Offer
• How to edit an Offer
• Product Management overview