How to create a copy of the existing Offer?

Introduction

This article explains how Vendors can create a new Offer by copying an existing one, simplifying the process for similar services. Understanding the copy functionality enables Product Managers to efficiently create multiple Offers with similar configurations without starting from scratch.

In this article:

• Understanding offer copying
• Accessing the copy functionality
• Selecting an offer to copy
• Creating the copy
• Recorded manual

Understanding offer copying

A Vendor can create a new Offer by copying an existing one to simplify the process for similar services.

What gets copied: When creating a copy, only Offer details are filled in—the pricing plan will not be copied and needs to be created separately.

Use cases

• Creating variations of existing Offers for different markets
• Developing similar Offers with different pricing structures
• Setting up Offers for different Billing Cycles or commitment Terms
• Creating localized versions of existing Offers

Accessing the copy functionality

To create/copy a new Offer in the Products section:

Step 1: Access the Product

1. Navigate to the Products section in Product Management.
2. Locate the Product containing the Offer you want to copy.
3. Select "View Offers & Bundles" for that Product.
4. The Offers section opens in a new window.

Step 2: Access copy options

1. In the Offers section, locate the "New Offer" button.
2. Select the arrow dropdown next to "New Offer."
3. Choose "Copy from existing" from the dropdown menu.

Selecting an offer to copy

When selecting "Copy from existing," a popup window opens titled "Make copy" where you select the source Offer:

Vendor selection

Vendor dropdown:

• Searchable by name and ID
• All Active Vendors are accessible
• Allows copying Offers from any Vendor you have access to

Offer selection

Offer dropdown:

• Searchable by Offer name
• Contains all New, Active, and Unpublished Offers of the selected Vendor
• Excludes Bundles (only individual Offers can be copied)

Example: The popup displays:

• Vendor: Microsoft
• Offer: Dynamics 365 Conversation Intelligence AddOn (Nonprofit Staff Pricing)

Action buttons

No Thanks: Cancels the copy operation and closes the popup.

Create copy: Proceeds with creating a copy of the selected Offer.

Select "Create copy" to proceed.

Creating the copy

Selecting "Create copy" in the popup redirects you to the Create Offer form with the form prefilled based on the origin Offer selected at the previous step:

Prefilled information

The Edit Offer page opens with the following sections populated from the original Offer:

Status: The Offer status is set to "New" by default.

Description section:

• Product: Copied from the original Offer
• Name: Copied from the original Offer
• Full Name: Copied from the original Offer
• Description: Copied from the original Offer
• Offer Image: Copied from the original Offer
• EULA links: Copied from the original Offer
• Marketing content: Copied from the original Offer

Configuration section:

• Billing type: Copied from the original Offer
• Supported Billing Cycles: Copied from the original Offer
• Min/Max amounts: Copied from the original Offer
• Trial settings: Copied from the original Offer
• Auto-Renewal settings: Copied from the original Offer
• Industries: Copied from the original Offer
• Countries: Copied from the original Offer

What is NOT copied:

After the Offer is copied, Product Managers must:

1. Review and modify the copied Offer details as needed
2. Create a new pricing plan for the Offer
3. Configure any Offer-specific settings
4. Save the Offer

Saving and publishing

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

Publishing workflow:

1. Save the copied Offer with all necessary modifications
2. Create a pricing plan for the Offer
3. Change the status from "New" to "Published"
4. Select "Publish" to make the Offer available

Recorded manual

Summary

Vendors can create new Offers by copying existing ones to simplify the process for similar services. To copy an Offer, Product Managers navigate to the Products section, select "View Offers & Bundles," choose "Copy from existing" from the "New Offer" dropdown, and select the source Vendor and Offer in the "Make copy" popup. The Vendor dropdown is searchable by name and ID and displays all Active Vendors, while the Offer dropdown is searchable by Offer name and contains all New, Active, and Unpublished Offers except Bundles. Selecting "Create copy" redirects to the Create Offer form with details prefilled from the original Offer, but the pricing plan is not copied and must be created separately. The copied Offer is saved in "New" status, and Product Managers must create a pricing plan, save the Offer, and publish it to make it available in Seller catalogs.