Creating an offer

Use one of the following procedures to create an offer.

To create an offer

  1. From the menu bar in the main window, select File > New > Offer. The Choose an Offer dialog box opens.

  2. In the Object's Owner drop-down menu, select the owner of the offer.

  3. Click OK. The New Offer window opens.

  4. Set up the offer.

  5. Verify the offer structure by clicking the Verify icon on the main window toolbar. Correct all elements underlined in red.

  6. Save the offer.

 

You can create an offer by opening an existing offer and copying it.

To create an offer from an existing offer

  1. From the menu bar in the main window, select File > Open > Offer. The Choose an Offer dialog box opens.

  2. In the Owner drop-down menu, select the owner of the offer.

  3. In the Offers folder of the catalog of the owner, select the offer.

  4. Select the Open a Copy check box, and then click Open. The corresponding offer window opens.

  5. Rename the offer in the Name field, and then set up the offer as necessary.

  6. Verify the offer structure by clicking the Verify icon on the main window toolbar. Correct all elements underlined in red.

  7. Save the offer.