Editing an Offer

Procedure

To edit an offer:

  1. Search for an offer in the Offer screen whose details you want to edit.
  2. In the Search Results section, click the Edit () icon in the Edit column corresponding to an offer whose details you want to edit.
    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 Displays the offer code. Not applicable
    Offer Name Used to specify the offer. Not applicable
    Description Used to specify the description of the offer. No
    Start Date Displays the date from when the market product is effective in the system. Not applicable
    End Date Displays the date till when the market product is effective in the system. Not applicable
    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
    Market Product Name Used to specify the market product.
    Note: The Search (The Search Icon) appears corresponding to the Market Product Name field. On clicking the Search icon, the Search Market Product to Offer window appears where you can associate the market product with the offer.
    		 No
    Product Category Displays the product category. Not applicable
    Product Type Displays the product type. Not applicable
    Product Name Displays the concatenated string of information about the product separated by a comma (,). Not applicable
  3. Modify the required details in the Basic Details page.
  4. Associate or disassociate the offer with a market product in the Basic Details page.
  5. Associate or disassociate the offer from a division in the Other Details page, if required.
  6. Add, edit, or remove the characteristics from the offer in the Other Details page, if required.
  7. Add, edit, or remove the eligibility rule from the offer in the Eligibility page, if required.
  8. Add, edit, or remove the services from the offer in the Eligibility page, if required.
  9. Add, edit, or remove the price list from the offer in the Price List page, if required.
  10. Click Submit.
    A window appears confirming the offer is submitted in the system.
  11. Click the Close button in the confirmation window.
    Note: You cannot edit fields from the Services page when a service is already associated to an offer.
    The offer is modified.

Related Topics

For more information on... See...
How to search for an offer Searching for an Offer
Offer 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