Create an Offer

Offers allow you to select products and send them to accounts for purchase. Offers are available for a specified period and are sent to accounts through campaigns. When an offer becomes active, a live Offer Menu is created containing the selected products with their offer-specific pricing and accounts can then place orders from the live Offer Menu.

Before you begin

Before creating an offer, you must create an inventory allocation to allocate the products being offered. When creating an offer, you must select the inventory allocation that you want to use.

Create an offer

1. 1. Go to the Offers menu in the Sales sidebar and click Offers.
   2. Click Add.
      • The Add Offer window will open.
   3. Type a required (*) Offer Name.
   4. Click the Choose Inventory Allocation drop-down and select an inventory allocation for the offer.

      When an inventory allocation is selected, its' corresponding sections will populate into the offer and be available for selection, the selected inventory allocation's period will also apply to the offer which means when the selected inventory becomes inactive, the offer will expire.

   5. Click Confirm.
      • You will be taken to the offer page to add products from the selected inventory allocation and set the offer-specific pricing for those products.
   6. Click + Add Section.   
      • The Add Sections pop-up window will open.                                                                               
   7. Click the Add Section From Inventory Allocation drop-down and select the sections from the selected inventory allocation to add to the offer.                                                                       
   8. Click Add.
   9. Type an optional offer price for products in the Price Column.

      If an offer price is not entered, Default Pricing Layers will be applied to the offer which means the price will automatically default to the Custom Client Pricing previously set for products in the offer. If no Custom Client Pricing was previously set then the price will default to the Pricing Group price previously set for products the offer. If no Pricing Group price was previously set, the price will default to the products' base prices. To automatically apply base pricing to all products click the Base Price icon in the Price column.

      
   10. Change the offer's available quantities if needed in the Campaign Limits Column.

       Changing the campaign limits is optional.  This column is auto-filled by default with the selected inventory allocation quantities. You can change the campaign limits if needed but the limits must be equal to or less than the selected inventory allocation quantities.

       
   11. Click Hide In Stock Value in Offer Menu to hide the in-stock quantities for all products on the live Offer Menu.

       If the In Stock column is not hidden, clients will be able to see in-stock quantities for all products when placing orders.

       
   12. Click Hide Limit Value in Offer Menu to hide the limit amounts for all products on the live Offer Menu.

       If the Limit column is not hidden, clients will be able to see the limits for all products when placing orders.

       
   13. Click the Timer's Pencil icon to set an optional timer for the offer, then select a timer option in the Timer Setting section and click Confirm.

       When the offer timer is set, it will count down whenever there is inactivity and will reset whenever clients add products to their carts.  If clients do not add any products to their cart within the timer period, the timer will expire and their carts will be cleared, preventing inventory from being allocated due to abandoned carts.

        Selecting None will disable the timer.

       Selecting Choose Time Period will add a preselected time period of 30, 60, 90, or 120 minutes.

       Selecting Customize Time Period will allow you to create a custom time period.

       
   14. Click the Order Minimum Pencil icon to set an optional order minimum for orders that will be placed from the offer. 

       If an order limit is set and clients do not meet the set order minimum, they will be unable to complete checking out.

       
   15. To automatically approve all orders placed from the offer, select the Enable Automatic Approval of Orders box.

       If unselected, all orders placed from the offer must be approved after they have been submitted.

       

The offer will show an Open status until it is used in an active campaign.  When the offer has been used in an active campaign, the offer will display an active status.