The following list summarizes the three main stages in creating a simple and complex offer, each of which requires that you define certain offer characteristics:
General characteristics: Identifier and validity period.
Structure: Charges and suboffers composition, subscription rules for suboffers.
Setup: Charges and suboffers.
When you create an offer, you can specify its period of validity by using two dates: The effective date and the expiration date. This period corresponds to the period during which it is possible to subscribe to an offer.
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Note: General characteristics are set up on the Definition tab of offers. |
You can easily describe the composition of an offer. For basic offers, you simply choose the charges relating to chargeable item classes included in the offer that you want to create. You choose these charges from the catalog of the service provider.
For complex offers, you select the offers and charges that make up your offer in the same way. When selecting offers, you can choose whether or not to integrate charges already incorporated in the offer. You can then add suboffer subscription rules.
For each suboffer forming part of a complex offer, you need to indicate the following subscription rules:
Whether the subscription is mandatory or optional
Minimum and maximum number of subscriptions if necessary
Subscription steps if you want to impose multiple subscriptions by fixing a set number of subscriptions per batch
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Note: Subscription rules are set up on the Definition tab of suboffers. |
If an offer contains dependent charges, you must specify the dependent relationships between them. For each dependent charge, you need to specify which charge in the offer plays the role of the master charge in terms of triggering or calculation.
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Note: Charge dependencies are set up on the Dependencies tab of offers. |
Depending on the complexity of the offer, you set up charges and/or suboffers.