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This page offers information on how you can view an Offer in the BSS portal, along with a brief guide on the elements found on this page. |
Viewing an Offer in BSS
The Order Offer view page is a BSS page where you can view and manage your ordersoffers. Once you have completed the creation of a new order offer in BSS by saving it, you are automatically redirected to the view page of that orderoffer.
You can also navigate to the BSS > Sales > OrdersOffers to land on the Orders Offers List so that you can search and find the respective orderoffer.
The Order Offer view page has multiple elements that allow you to interact, edit, and add new items to that orderoffer. Let’s analyze each one of those elements below.
Interacting with the Shortcuts Menu
On the left-hand side of the Order Offer view page, you can find the Shortcuts menu for the orderoffer.
In the Shortcuts menu, you have the option to perform various actions related to an order offer that has been submittedcreated. You can click on the corresponding button to execute convert the offer to an order, or choose from other available options such as copying it, assigning printing it to an Asset or a Subscription, printing it outout to dispatch it to the customer, and more.
Interacting with the Main Menu
On the Order Offer view page, you can access the main menu to perform various functions like editing, sharing, and deleting the OrderOffer.
ℹ️ By choosing to edit the OrderOffer, you can revise the same fields that you have previously filled in during the creation of that OrderOffer.
Interacting with the Total Column
Inside the Order Offer view page, resides a column called the Totals Total column, where you can view the analysis of the cost, the profit, the discountdiscount(s), the tax, the monthly run rate, and the final price of that orderoffer. These amounts and percentages are based on the currency of the billable customer and are calculated based on the order items (products & add-ons) and their quantities as well as on the selected price list (when applicable), the manually assigned discounts (when applicable), and the Billing Plan (Monthly or Annual or Triennial payments).
Viewing the Two Distinct
OrderOffer Tabs
On the Order Offer view page, you will find two separate tabs called Basic Information and Products located under the main menu.
The Basic Information tab contains all the essential details of the orderoffer, such as the Account, the Billing To Account, the Contact, the Status, the Order Requested Delivery Date, and the selected Price List (whenever applicable), and the Due Date.
The Products tab displays all the products that you have selected for that orderoffer, along with their corresponding information, such as quantity, unit price, unit, billing plan, and any applicable discounts.
Basic Information - Tab | Products - Tab |
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In this tab, you can view all the basic information that constitute the orderoffer, such as its status, the BSS account and Billing To account, the contact, the selected Requested Delivery Date, and the selected price listDue Date. | In this tab, you can view all the selected products and/or add-ons contained in the orderoffer. You can add more or delete them as well as edit them via the respective menu of this tab. |
Main Menu of the “Products” Tab
Under the Products tab, you can find another main menu specifically created for that tab. This main menu is utilized for multiple types of interaction with the selected products and add-ons of the orderoffer, called order offer items.
Quick Add - Button Options | Actions - Button Options |
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For example, you can:
Add a new order offer item (product and/or add-on).
Delete one or more order offer item(s).
Update the selected order offer item(s), after manual changes.
Export a list containing all the order offer items.
And more.
You can check the following pages for more information on creating, adding order offer items, editing the template, managing, and executing the newly created order.
➡️ Execution of an Offerconverting an offer to an order.
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1286406479
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1408761966
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