Manage Product Offers

Use this topic to understand how you perform simple operations on offers from the landing page.

Use the ellipses menu on the landing page to do one or more of the following for each offer depending on the lifecycle status of the offer:

• Search product offers

• Edit product offers

• Confirm product offers

• Revise product offers

• Retire product offers

• Clone product offers

• View references

Additionally, you can do the following:

• Manage audit configurations
• Compare offerings

Tip:

Before you make changes to a product specification or offer, use View references to review the impact to entities that may be referencing the specification or offer.

Search Product Offers

You can search product offers from the product offers landing pages, and view product offers based on your search results. You can view your product offers at a glance through the grid or the list view, or you can also get in into the offer to view more details. Depending on the lifecycle status you can either view or edit the offer.

Edit Product Offers

You can edit your product offers depending on the lifecycle status the offer is in.

Confirm Product Offers

You confirm product offers or initiatives to mark the completion of design or testing and move them to a test environment or launch the offer. Once you confirm In Design or In Test product offers or initiatives, then all its entities are moved to the Ready to Publish status. This is an intermediate status. When you publish an initiative, then all its entities are promoted to test or production environment, depending on their previous status.

You can confirm an offer only when it's in the In design or In test statuses.

Revise Product Offers

You can revise your product offers that are in Launched status. When you select Revise from the actions menu, you're taken to the Edit Offer guided flow. You can make modifications to the available information and save the product offer. Ensure that you associate your product offer with an initiative. The previous association is lost when you launch an offer. When you save your product offer, its version changes and it's saved in the In design status.

Retire and Obsolete Product Offers

You can retire your product offers that are in the Launched status. If there are any versions of your product offer in In Design, Test, or Active status, then you won't be provided with the Retire option. When you select Retire from the Actions menu, you're taken to the Retire Offer page. Associate your product offer with an initiative and save. At this stage, your product offer moves to the Awaiting Retirement status and you can't make updates to your offer. When you publish the associated initiative, your product offer is retired. Once a product offer is retired, this product offer isn't available for purchase anymore, through any channels.

You can obsolete your product offers that are in Retired status. If there are any versions of your product offer in launched status, then you won't be presented with the obsolete option.

Clone Product Offers

You can use the Clone functionality to let the application recreate the offer from an existing offer. For example, if you want to create a bundle offer that reuses a lot of components that are existing in the application, you need not create the offer from scratch. You can clone an offer, edit that offer to add or remove components, alter price, and update the rules.

View References

This options enables you to view the entities that may be referencing an offer. Viewing references helps you assess the effect that your actions might have on the related entities and can help prevent the proliferation of offers.

Manage Audit Configuration

Using audits on product offerings, you can specify and capture detailed historical information the date and time of an action taken, the changes made to the product offer, and the identity of the person making the changes. You can download the audit logs.

You can configure audits using the Audit Trails card on the Administration page.

Compare Offerings

You can compare two different product offers or two versions of the same offer using offer comparison. You can do this from Actions > Compare Product Offerings in the Offerings work area.

Note:

Comparing prices for bundled offers is not supported.