Offer Overview

  • Published on Jul 3, 2025
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Preliminary Remarks

The Offers menu item is one of the most important components in productive business. Offers are created and managed here. This entry describes the structure of the list and detail view to provide a general overview. How offers are managed is described in the entry Manage Offers.

List view

Action bar:

  • Create an Offer: Here you can access the different types of offers.

  • Archive Offers: Several offers can be archived simultaneously here. You can define whether the offers should continue to be sold or not, or whether an alternative offer should be displayed in the checkout. In the detail view of an offer it can also be archived individually. 

Structure of the offer overview:

  1. An offer structure can be maintained on the left-hand side, which consists of folders so that offers that have already been created can be found and assigned more quickly.

  2. All offers that have already been created are displayed in a list on the right-hand side.
    All active offers are displayed in the tab Active .
    All offers that have been archived are displayed in the tab Archived .
    Cross-client offers from an external client are displayed in the tab External Offers . 

By clicking on the internal title or details the detail view of the corresponding offer can be accessed.  

Detail view

In the detail view of an offer, all information about the offer can be viewed.  More information on the action bar can be found in the following entry: Manage Offers  

General tab:

All offer information is displayed here. This information comes on the one hand from the offer creation and on the other hand from information that was entered after the offer was created via the action bar .  

IVW rules tab: 
The assigned IVW rules can be viewed here. The assignment itself takes place during the preparation of the offer (for individual products) or during the creation of a product contract (for subscriptions). >> IVW rules

Tags tab:

All tags assigned to the offer can be viewed here. Tags are required for sales rules.

>> Sales Rrules

>> Assign Tags

History tab:

This is used to track the changes that have been made to the offer.

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