Creating and Managing Offers

This document outlines the process for creating and managing offers, including specifying product details, setting pricing, and configuring additional attributes.

Step 1

Create the offer.

Step 2

This is the test offer for release 5.5.2. Ensure the product specification is complete before proceeding to create the offer.

Step 3

Add the price to this specific offer.

Step 4

Once the price is selected, a new price entry will appear on the screen.

Step 5

Double-click and update all relevant fields, such as the name and description of the offering price. Under the description template, include characteristics, names, and placeholders in braces. Then update the lifecycle status and the price type of this offering price.

Step 6

Add the price as a one-time charge.

Step 7

Configure the price CPQ (configured price quote) for this offer. Update additional fields, including action price, channel, skip credit, and other necessary attributes.

Step 8

Set the start date as today.

Step 9

Set the end date to the 31st of October next month.

Step 10

Click on "Select."

Step 11

Ensure the price tag has a charge class of 1.

Step 12

Link this offer to an existing charge, such as device installments, and then click on "Add."

Step 13

The price has now been added successfully.