Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt

This page offers information on how you can add new offer items in an Offer in the BSS portal.

Adding Offer Items


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

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

19.pngImage RemovedOD13.pngImage Added

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 your orderthe 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 order 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 your orderthe offer.

20.png

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 order offer as an order offer item.

21.pngImage RemovedOD14.pngImage Added


You can check the following pages for more information on creating, viewing, managing an offer, editing a template, and executing the newly created order.

➡️ Creation of an Offer

➡️ Viewing an Offer

➡️ Managing Offer Statuses

➡️ Execution of an Offerconverting an offer to an order.

➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1286406479  

➡️ View an Offer  

➡️ Edit the Offer Template  

➡️ Manage the Offer Statuses  

➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1408761966  

➡️ Convert an Offer to an Order  

Table of Contents


Table of Contents
indentclass
minLevel1
maxLevel6
includeoutlinefalse
stylenonedefault
excludeTable of Contents
typelist
printablefalse