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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 Offer view page is a BSS page where you can view and manage your offers. Once you have completed the creation of a new offer in BSS by saving it, you are automatically redirected to the view page of that offer.
You can also navigate to the BSS > Sales > Offers to land on the Offers List so that you can search and find the respective offer.
The Offer view page has multiple elements that allow you to interact, edit, and add new items to that offer. Let’s analyze each one of those elements below.
Interacting with the Shortcuts Menu
On the left-hand side of the Offer view page, you can find the Shortcuts menu for the offer.
In the Shortcuts menu, you have the option to perform various actions related to an offer that has been created. You can click on the corresponding button to convert the offer to an order, or choose from other available options such as copying it, printing it out to dispatch it to the customer, and more.
Interacting with the Main Menu
On the Offer view page, you can access the main menu to perform various functions like editing, sharing, and deleting the Offer.
ℹ️ By choosing to edit the Offer, you can revise the same fields that you have previously filled in during the creation of that Offer.
Interacting with the Total Column
Inside the Offer view page, resides a column called the Total column, where you can view the analysis of the discount(s), the tax, the monthly run rate, and the final price of that offer. 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 Offer Tabs
On the 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 offer, such as the Account, the Billing To Account, the Contact, the Status, the Requested Delivery Date, the selected Price List (whenever applicable), and the Due Date.
The Products tab displays all the products that you have selected for that offer, 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 offer, such as its status, the BSS account and Billing To account, the contact, the selected Requested Delivery Date, and the selected Due Date. | In this tab, you can view all the selected products and/or add-ons contained in the offer. 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 offer, called offer items.
Quick Add - Button Options | Actions - Button Options |
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For example, you can:
Add a new offer item (product and/or add-on).
Delete one or more offer item(s).
Update the selected offer item(s), after manual changes.
Export a list containing all the offer items.
And more.
You can check the following pages for more information on creating, adding offer items, editing the template, managing, and converting an offer to an order.
➡️ Managing Offer Statuseshttps://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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