Siebel Pricing Administration Guide > Creating Product Offers > Process of Creating Product Offers >

Creating Product Offers

The first step in defining a product offer is to create a Product Offer record, which includes general information about the product offer. The view tabs under the Product Offer record hold the detailed definition of the product offer.

This task is a step in Process of Creating Product Offers.

To create a product offer

1. Navigate to the Administration - Product screen, then Product Offers view.
2. Add a new record to the Product Offers list, and complete the necessary fields in the new record and in the More Info form. Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the product offer.
   Product Offer ID	This field displays a unique ID for the product offer. Siebel CRM generates the ID.
   Organization	Select one or more organizations to enable users to see this product offer. Users who are not in these organizations cannot see this product offer in the Siebel application.
   Description	Enter a description of the product offer.
   Effective Dates	This field displays the start date and end date of the period when this product offer is effective. Users can enter or edit these dates in the Versions view.
   Message Type	The default value for the Unified Message Framework (UMF) message type is Product Offer Recommendation. This message type is part of the seed data and contains the responses Accept and Reject. If you want to create new responses, such as Enroll and Decline, then you must create a new message type, such as Loyalty Recommendation, using the Unified Message Framework, and associate it with the Product Offer Message Group. For more information about the Unified Messaging Framework, see Siebel Order Management Infrastructure Guide.
   Message	Enter a message for the product offer.
   Thumbnail	Select the small thumbnail version of the image associated with the product offer.
   Image	Select a larger version of the image associated with the product offer.
   Check Eligibility	Select this check box to make the Siebel application check customers' eligibility to get this product offer. If you select this check box, then you can define rules in the Eligibility and Compatibility Rules view for the product offer.
   Inclusive Eligibility	Select this check box to specify inclusive eligibility. If this check box is not selected, then the Siebel application uses exclusive eligibility. With exclusive eligibility, customers are eligible to buy the product if they are not excluded by the eligibility or compatibility rule. With inclusive eligibility, customers are eligible to buy the product only if they are explicitly included by the eligibility rule.

3. From the More Info menu, select Clear Cache.

   For more information about refreshing the cache, see About Versions of Product Offers.