Adding Offer Items

By selecting the offer you wish to add offer items to and navigating to the Products tab, you can view the existing products and add-ons residing within the offer.

To add a new offer item to that offer, you must click on the Quick Add button and select the Product option.

After you click on the Product option, a pop-up window appears, where you can choose the product or add-on that you wish to add to the offer. This window will also allow you to specify the Unit (if applicable), the Quantity, and the Billing Plan (One-time payment or Monthly installments [if applicable]) for the selected item. Furthermore, you will have the option to choose the pricing type (such as the price list, or contract, or user-defined price) that will apply to the offer item you are adding. At this stage, you can manually adjust the cost price, unit price, VAT, and discount of the item you are adding to the offer.

After you've finished setting up the new order item (product and/or add-on), including its quantity, billing characteristics, and pricing options, you can click the Save button at the bottom of the pop-up window. This will successfully add the item to the offer as an offer item.

You can check the following pages for more information on creating, viewing, managing, and converting an offer to an order.

➡️ Creation of an Create a new Offer

➡️ Viewing an Offer

➡️ Managing Offer Statuses

➡️ Convert an Offer to an Order