Adding Pricing to an Offer

To add pricing and discount to an offer, perform the following steps:

1. Click Pricing.
   The pricing page opens.
2. Click the + sign beside the No charge - No price plan field.
   The Create Offer Charge Entry dialog box opens.
3. Provide values for the following fields in the Details tab:
   • Charge name- A name given to pricing component.
   • Description- Description about the pricing created.
   • Price Plan- The name of the Price Plan this charge will be in.
   • Start- The start date for the pricing offer.
   • End- The end date for the pricing offer.
4. Click the Continue button.
   The Price tab is displayed.
5. Select the Type of pricing. The options are:

   Option	Description
   One Time	The pricing will be charged only once.
   Recurring	The pricing will be a recurring price.
   Usage	The pricing will be dependent on usage.

6. Provide values for the following fields:
   • Amount
   • Min amount
   • Currency
7. Click the Continue button.
   The Characteristics tab is displayed.
8. The Characteristics tab and the Segments tab are optional. If you want to add values to the tabs, it is similar to adding Characteristics and Segments to an offer. See the following topics for more details:
   • See the topic, Adding Characteristics to an Offer for details on adding values to the Characteristics tab.
   • See the topic, Adding Segments to an Offer for details on adding values to the Segments tab.
9. After completion of adding values (only if necessary) in the Characteristics tab and the Segments tab, click the Continue button.
   The Products tab is displayed. This is also an optional tab.
10. Click the icon.
11. Click the icon.
    The Create Product Pricing Group dialog box is displayed.
12. Provide values for the following fields:
    • Name - The name for the product pricing group.
    • Min products - The minimum number of products.
13. Select one of the following options:
    • Mass discount on "PPG test"
    • Selected products
14. Click the Save PPG button.
    The control passes back to the Products tab in the Create Offer Charge entry dialog box.
15. Provide values for the following fields:
    • Max # items - The maximum number of items in the group. As mentioned in the user interface, the maximum number of items must be greater than minimum values of products.
    • Max # apply - The maximum number of apply for the items in the group. As mentioned in the user interface, the maximum number of items must either be -1 or positive.
16. Click the Save Charge button to save the pricing details that were added.
    The control passes back to the pricing page and the newly added pricing will be displayed.
17. Click the + sign corresponding to the new pricing plan created.
    The Create Discount Entry dialog box opens.
18. Provide values for the following fields in the Details tab:
    • Discount name- A name given to discount component.
    • Description- Description about the discount offered.
    • Start- The start date for the discount.
    • End- The end date for the discount.
19. Click the Continue button.
    The Price tab is displayed.
20. Select the type of discount. The options are:

    Option	Description
    %	Percentage of price
    $	A set price for discount

21. Enter the discount value in the amount field.
22. Click the Continue button.
    The Characteristics tab is displayed.
23. The Characteristics tab and the Segments tab are optional. If you want to add values to the tabs, it is similar to adding Characteristics and Segments to an offer. See the following topics for more details:
    • See the topic, Adding Characteristics to an Offer for details on adding values to the Characteristics tab.
    • See the topic, Adding Segments to an Offer for details on adding values to the Segments tab.
24. After completion of adding values (only if necessary) in the Characteristics tab and the Segments tab, click the Continue button.
    The Products tab is displayed. This is also an optional tab.
25. Click the icon.
26. Click the icon.
    The Create Product Pricing Group dialog box is displayed.
27. Provide values for the following fields:
    • Name - The name for the product pricing group.
    • Min products - The minimum number of products.
28. Select one of the following options:
    • Mass discount on "PPG test"
    • Selected products
29. Click the Save PPG button.
    The control passes back to the Products tab in the Create Offer Charge entry dialog box.
30. Provide values for the following fields:
    • Max # items - The maximum number of items in the group. As mentioned in the user interface, the maximum number of items must be greater than minimum values of products.
    • Max # apply - The maximum number of apply for the items in the group. As mentioned in the user interface, the maximum number of items must either be -1 or positive.
31. Click the Save Discount button to save the discount details that were added.
    The control passes back to the pricing page and the newly added discount to the price will be displayed.
32. Repeat Step 3 through Step 31 to add more pricing and discount, if needed.
33. You can either keep the offer in Draft status or click the Submit button to change the status of the offer to Pending Approval.
    Note: The discounts having characteristics and segments are placed beyond level 3 in the hierarchy and therefore cannot be viewed.
    Adding Pricing to an Offer