Manage Offers

Preliminary Remarks

After an offer has been created, further settings and details can be made in the detail view via the action bar.   

Manage Offer (action bar)

1. Archive: After archiving, the offers can still be viewed and reactivated in the Archived tab. When an offer is archived, you can choose between three archiving options. 

   1. Offer still sold: The offer is archived, will continue to be displayed to customers for sale.

   2. Offer not sold anymore: The offer can no longer be purchased. A text block can be used to inform customers about this.

   3. Alternative offer (cross selling): An alternative offer can be linked, which is redirected to in the checkout when customers attempt to purchase the archived offer.
      

2. Copy Offer: The offer can be copied. If the offer is copied, the offer data is transferred. All fields can be edited. After the saving process, the copied offer has its own offer ID.
   

3. Edit Offer: The offer can be edited. However, there are fields that cannot be changed. These are marked with the following symbol:    
   

4. Extended Offer Data:

   1. The additional data can be edited. 

   2. Tags for sales rules or reports can be assigned to the offer.

   3. The offer can be accompanied by a previously created bonus can be assigned to the offer.

   4. A start time can be defined.

   5. An invoice template can be customized for this offer.

   6. For all offers that are not subscriptions IVW rules can be assigned. For subscriptions, IVW rules are already defined in the product contract.
      

5. Partner Settings: This can be used to control doo events with this offer. All subscribers to this offer will be added to the doo participant list.
   

6. Set Payment Methods: The payment methods available to the customer can be set individually for each offer.

   Note

   The payment methods depend on which payment methods are activated in the checkout variant.

   1. Checkout variant: all payment methods are activated + Offer payment methods: only SEPA and PayPal are allowed = Checkout: shows SEPA and PayPal for this offer

   2. Checkout variant: SEPA and PayPal are activated + Offer payment methods: SEPA, PayPal and credit card are allowed = Checkout: shows only SEPA and PayPal

7. Address Settings: You can set whether an invoice/delivery address is required when purchasing the offer. If the chargeable address validation module is activated in the contracting company, the setting can also be made for each offer as to whether validation of the invoice/delivery address should be suppressed.
   

8. Block Cancellation in Self Service: Here you can set that customers cannot cancel this offer independently in Self Service.