Creating a Private Offer
Learn how to create a private offer by gathering information from the customer.
To create a private offer, customers must have a ship-to address and a Universal Credits (UC) commit credits subscription in any of the countries and currencies specified in the Territory and Export Compliance Policy. The amount of the private offer has a limit of 15% of the customers’ active commit credit line. With approval, this amount can be increased with justification. See Viewing and Accepting Private Offers.
To create the private offer, you need the following information from the customer:
- Verification that the customer has a Universal Credits subscription with commit credits in any of the currencies listed in the Territory and Export Compliance Policy.
- Confirmation that proposed private offer amount is within the 15% limit or that the customer wants to request approval for a higher and specific amount.
- The OCID of the customer’s tenancy where they want to accept the offer.
- The primary buyer who accepts the offer and any other person that the customer wants on the distribution list
At any point in the process, you can save the private offer as a draft that you can edit before finalizing and sending to the customer for acceptance