How to Create New Offers?

Introduction

This article describes how to create and manage offers. It explains how to set up an offer, including offer statuses, adding details, and setting renewal options.

In this Article:

• Creating and Managing Offers
• Renewals
• Viewing an Offer on the Platform

Creating and Managing Offers

To create a new offer(s) in the Products section, click on New Offer. The section will be opened in a new window.   

There are three Offer Statuses in the platform:

• New – Offer status is new, not saved yet.
• Published – Once an offer is created and saved, the Product Manager will get a notification to finalize the provisioning. Only after the Product Manager has been informed that the provisioning for this specific offer is created, it will be possible to Publish the offer.
• Unpublished – Once an offer is Published, the Product Manager can Unpublish the offer if any updates are needed.

Offer can be published only when the pricing plan is set up. In more detail read the following article.

1. Switch language by selecting the arrow. From here you can localize Offer by adding offer in different languages, select a different language, and fill in the form again.
    1.1  Globe icon – fields can be localized. 
2. Product Name – Product under which offer will be created.
3. Custom ID – select Custom ID if you choose to have your own ID. If left unselected, the system will automatically generate ID for you.
4. Contract Type - if vendor has multiple contract types, select contract type from the dropdown. This will allow to separate the offers with different contract types. 

5. Name – Offer Name.
5.1 Full Name –   Offer Full Name.
6. Description – Offer description. Describe your offer in 2-3 sentences. The recommended length is up to 250 characters (with spaces).

6.1. Offer image – Add a publicly available link or
     6.2. Upload image for the offer.

6.3. Custom CTA -The vendor can add a custom link as a CTA on the offer.

7. Terms & Conditions – add your Terms and Conditions with http:. End-customer will need to agree to these terms and conditions before completing the purchase. Terms & Conditions (also known as terms of use and terms of service, commonly abbreviated as TOS or ToS, ToU, or T&C) are the legal agreements between you as a vendor and the end-customer. The End-customer must agree to abide by the terms & conditions in order to use the offer. You can add and remove several T&C links per offer.

It is mandatory to add T&C for all your offer(s).

8.  Marketing – here you can add a more extensive description of the offer, add a table, images.
You can adjust the image size, position, and text wrapping. The offer page has top, right, bottom, and left page margins.
9.  Specification – add offer specifications/parameters if there are any e.g. Key Features, capacity, storage data that offer could have but are not to show in Marketing material or offer description; this field can also be localized:
     9.1  Add new specifications – press on the plus icon and add more if needed. 

10. UNSPSC Classification - United Nations Standard for Products and Services Classification Codes.

11. Is Add-on – this means that this SKU will be an add-on for another offer(s) you might have, read more - What is an add-on?

12. Offer Billing Rules - By default, platform bills your usage offers for the total (SUM) volume of meters consumed within month. Now you can switch your usage offers to bill customers for their peak (MAX) usage in the same period.

Renewals

13. Renewals automatically – Offer will auto-renew depending on what billing cycle is selected (eg. monthly, yearly). 

In case this toggle was enabled user will be presented with additional options as shown below:

13.1/13.2 Not sooner/later than # days before renewal – interval in days before renewal date when the customer is allowed to schedule changes that will take place on renewal. Leaving blank will allow scheduling changes at any time. 

13.3 Customer can edit renewal status – choose that if the customer is allowed to edit renewal status on the subscription page.

13.4 Renewal status change deadline (days) – editable only if toggle 'Customer can edit renewal status' has been selected. Number of days before renewal date when the customer is allowed to edit renewal status. Leaving blank will allow editing renewal status at any time.

13.5 Perform An Action On Renewal Date - used to automate actions when a subscription is up for renewal. If this setting is turned on, the system will start a sequence on the renewal date.
This sequence is handled by the AI, which triggers the vendor to perform specific actions, such as:

• Take necessary actions, such as updating the subscription's end date.
• Send renewal-related notifications  to the relevant customer or partner.
• Update the platform with the new subscription details (such as the new end date).

13.6 Perform An Action On Expiry Date- designed to automate actions  when a subscription is about to expire. If this toggle is enabled, the platform will initiate a sequence on the subscription's expiration date. This sequence is handled by the AI, which triggers the vendor to perform specific actions, such as:

• Change the subscription status to "Canceled".
• Send notifications to the partner regarding the expiration.
• Update the platform with the new subscription status (for example, marking it as suspended).

14.  Industries – choose for which type of industry your offer is available. You can select multiple industries. Once you have selected, the seller within a specific industry will see your offer. You can choose multiple at the same time:

• Private business;
• Government;
• Education;
• Non-profit.

15.  Select Countries – select countries in which your offer will be available. Search by name or scroll to select needed countries. You can choose multiple at the same time.

16. Send order to e-mail - vendor must provide an e-mail address where order details must be sent for manual provisioning

17. Custom - if the above method is applicable, another provisioning method is provided.  

18. Offer Images - User can upload images for offer. Images format should be PNG or JPG. For each offer up to 5 images can be uploaded. Max image size is 2 MB.

19. Offer Icons - User can upload images for Icons. Images format should be PNG or JPG. For each offer up to 5 images can be uploaded. Icon size should be >=16x16 pixels and <=48x48 pixels

Save – click the Save button when all is filled.

Once you have pressed Save, the Product Manager will need to Publish an offer in order to be able to see the created offer in Seller's catalog.  

Viewing an Offer on the Platform

Below you can see how the offer is seen in the platform:

a. Offer name;
b. Vendor name;
c. Offer description;
d. Offer price;
e. Marketing materials.