Adding an Offer

Prerequisites

To add an offer, you should have:

  • Market product defined in the application.

Procedure

To add an offer:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Retail Banking and then click the Offer sub-menu.
    A sub-menu appears.
  3. Click the Add option from the Offer sub-menu.

    The Offer Information screen appears. It contains the following pages:

    The Basic Details page contains the following zone:

    The Basic Details zone contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Offer Code Used to specify the offer code. Yes
    Offer Name Used to specify the offer. Yes
    Description Used to specify the description for the offer. No
    Start Date Used to specify the date from when the offer is effective. Yes
    End Date Used to specify the date till when the offer is effective. Yes
    Terms and Conditions Used to associate terms and conditions with the offer.
    Note: The Search (The Search Icon) appears corresponding to the Terms and Conditions field. On clicking the Search icon, the Terms and Conditions Search for Product window appears where you can associate the terms and conditions with the product.
    		 No

    The Basic Details zone contains the Add Market Products section. This section contains following fields:

    Field Name Field Description Mandatory (Yes or No)
    Market Product Name Used to indicate the search value of the market product name.
    Note: The Search (The Search Icon) appears corresponding to the Market Product Name field. On clicking the Search icon, the window appears where you can associate the terms and conditions with the product.
    		 Yes
    Product Category Displays the product category associated with the selected product. Not applicable
    Product Type Displays the product type associated with the selected product. Not applicable
    Product Name Displays the particular product. Not applicable
  4. Select and add the required market product from the search result.
  5. Enter the required details in the Basic Details page.
  6. Associate the offer with divisions in the Other Details page, if required.
  7. Define characteristics for the offer in the Other Details page, if required.
  8. Define and add eligibility rule and parameter for the offer in the Eligibility page, if required.
  9. Add a service for the offer in the Services page, if required.
  10. Search and select the price list for the offer in the Price List page, if required..
  11. Click Submit.
    A window appears confirming the offer is submitted in the system.
  12. Click the Close button in the confirmation window.
    The offer is added.
    Tip: Alternatively, you can access the Offer Information screen by clicking the Add Offer button in the Page Title area of the Offer screen.

Related Topics

For more information on... See...
Offer Information screen Search Offer
How to associate the offer with a market product Associating the Offer with a Market Product
How to associate the offer with a division Associating the Offer with a Division
How to define a characteristic for the offer Defining a Characteristic for the Offer
How to define eligibility Criteria for the offer Defining Eligibility Criteria for the Offer
How to add a service for an offer Adding a Service for an Offer
How to associate a price list with an offer Associating a Price List with an Offer