Overview

This section contains summarized details of the Offer plans, plan items, and Wallet and Credit Note details of the customer in the Offer period.

Field name	Description
Total plans	Total number of plans in an Offer
Total customers	Total number of customers included in the Offer plans
Total plan items	Total number of Plan items in the Offer plans
Total wallets	Total number of customer wallets created in the Offer plans
Total Credit notes	Displays total number of Credit Notes created for the orders
Total wallet value	Displays the total amount received in the customer’s Wallet.
Available amount	Available amount of the customer is displayed

Details

Offers Export Widget

This section contains and displays all the details of the plan, plan incentives, items details and contacts included in an Offer

Field name	Description
Offer name	Name of the Offer is displayed
Offer group	Name of the offer group in which the offers are included
From date	Date on which the Offer becomes valid
To date	Date on which the Offer period expires
Offer Included Tags	Tags that are included in the Offer plans. Contacts are included in the Offer plans based on their Tags
Incentive plan	Name of the Incentive Plan in an Offer
Plan name	Displays the plan name in an Offer
Description	Comments or short notes about the Offer is displayed
FoC	FoC(Free of Cost) items that are offered during Offer period. Free of Cost items are those given by the seller to the buyer at no cost
FoC disc	Discount value on FoC items is displayed in Percentage, Fixed value or value
Incentive disc	Incentive discount value of a plan in an Offer
FoC item	FoC (Free of Cost) items offered in the Offer period are displayed

Plan Items

This section contains the details of the Offer Plan and the items included in the plan

Plan name	Displays plan name, which is included in an Offer
Item name/SKU	Item name or SKU of the product. SKU, Stock Keeping Unit, is a unique identifier for each product that makes tracking inventory easier
Points	The points gained for placing an Order during the Offer period and can be redeemed for future transactions

User can create or include items in a plan by clicking on CREATE(+) and enter the details required in the Plan Items Widget

Plan Items Widget

Plan name	Select plan name of an Offer from the list
Item name /SKU	Select the items to include in a plan from the list. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of your products that makes it easier to track inventory
Points	Enter the points to be allotted upon ordering the plan item
Add	User can add more items to a plan by clicking on ADD and select the items from the list

Click on SAVE to save the details of plan items in an Offer

FoC (Free of cost) Items

This section contains the details of FoC(Free of Cost) items in an Offer plan

Field name	Description
Item name	Name of the FoC item in a plan
SKU	Stock Keeping Unit (SKU) code of the item is displayed
Discount	Discount applicable on FoC item
Plan name	Displays the plan name in which the FoC Item is included
Incentive name	Name of the incentive plan of an Offer is displayed. Incentives are variable rewards granted according to the level of achievement of specific results

Click on CREATE (+) to add FoC Items in the plan

Create FoC Items Widget

Field name	Description
Plan incentives	Select the Plan Incentive name from the list
FoC item	Select the Item name from the list to add as FoC item
For every	Enter the number of item quantities so that, for every minimum quantity of items ordered, the FoC item is offered
FoC	Enter the FoC items quantity that are offered during the Offer period
Discount (%)	Enter the discount percent on FoC items
Is subscription	Click on the checkbox to select whether the items ordered is a subscription or not. A subscription is an arrangement to receive something regularly by paying in advance

Click on SAVE to save the FoC item details

Offer Details

Field name	Description
Offer name	Displays the name of the Offer
LoB	Line of Business segment of the offer items
From date	Displays the date on which the Offer becomes valid and can be redeemed/used
To date	Last valid date of the Offer; later that date, the Offer no longer exists
Description	Comments or short notes about the Offer is displayed

Plan Incentives

Incentives are variable rewards granted according to level of achievement of specific results. Incentives are payment for performance or payment by results.

This section contains the details of Plan incentives in an Offer plan.

Field name	Description
Plan name	Name of the Plan
Incentive name	Incentive plan name. Incentives are variable rewards granted according to level of achievement of specific results. Incentives are payment for performance or payment by results
Volume/ Value	Quantity of plan items ordered during the Offer period either in Volume or value
Max Payout	Maximum payout offered during the Offer period. Maximum Payout means the maximum amount of money that the customer may get as discount on the Account balance during the Offer period.
Min payout	Minimum payout offered during the Offer period. It is the minimum amount of money that the customer may get as discount on the account balance during the Offer period.
Linearity value	Displays the linearity value of the plan items
Discount type	Type of discount applied to the plan items either in Percentage or any fixed value
Discount per Unit	The discount value offered per unit value of items is displayed

User can create plan incentives by clicking on CREATE (+) and apply the details in Create Plan Volume widget.

Create Plan Volume widget

Field name	Description
Plan name	Select the Plan name of an Offer from the list
Incentive name	Enter the name for the Plan incentive. An incentive is an object or item of value or desired action or event that spurs an employee to do more of whatever was encouraged by the employer through the chosen incentive.
Volume/ Value	Enter the order items quantity in volume/value to be ordered, so as to be eligible for the Incentives during the Offer period
Max Payout	Enter the max payout value to be offered during the Offer period. Maximum Payout means the maximum amount of money that the customer may get as discount on the Account balance during the Offer period.
Min payout	Enter the min payout to be offered during  the Offer period. It is the minimum amount of money that the customer may get as discount on the account balance during the Offer period.
Linearity value	Enter the linearity value of the plan items in the Offer plan
Discount type	Select the discount type to be applied based on value. Percentage or any fixed value
Discount Per Unit	Enter the discount value to be offered per unit value of the items ordered

Apply all the required details and click on SAVE

Plans

This section contains Plan details like Plan name, description of the Plan in an Offer.

User can click on CREATE (+) to add a new plan and enter the details required to create a Plan

Create plan

Plan name	Enter a name for the plan
Description	Comment or enter short notes about the Offer plan
Prev. plans	Select the previous plan name from the list
More options	Click on More Options for advanced options and enter the details

Advanced Options

In this section user can enter the details about the eligible quantity and plan dates

Field name	Description
Eligible qty	Enter the eligible items quantity of the Offer plan
Is Plan Dates	Click on the toggle to apply dates to the plan.
From Date	Select the start date of the Offer plan from the calendar
To date	Select the end date or last date of the Offer plan from the calendar

Plan items

Select Items by Tags

Included Tags	Select items based on the Tags to be included in the Offer plan from the list
Excluded Tags	Select items based on the Tags to be excluded from the Offer Plan from the list

Select Items Manually

User can also add particular items in offer plan in this section.

Items	Select item name form the list to include in the Offer Plan
Add	Click on Add option to apply the item details. User can add more items by selecting the items from the list

User can also create incentive plans by clicking on the Add new Incentive.

Add New Incentive

Field name	Description
Incentive name	Enter the name for the Plan incentive. An incentive is an object or item of value or desired action or event that spurs an employee to do more of whatever was encouraged by the employer through the chosen incentive.
Volume/Value	Enter the order items quantity in volume/value to be ordered, so as to be eligible for the Incentives during the Offer period
Max payout	Enter the max payout value to be offered during the Offer period. Maximum Payout means the maximum amount of money that the customer may get as discount on the Account balance during the Offer period.
Min payout	Enter the min payout to be offered during  the Offer period. It is the minimum amount of money that the customer may get as discount on the account balance during the Offer period.
Linearity Value	Enter the linearity value of the plan items in the Offer plan
Discount per unit	Enter the discount value to be offered per unit value of the items ordered
Discount type	Select the discount type to be applied based on value. Percentage or any fixed value
FoC Items	Select the FoC (Free of Cost) items from the list
For Every	Enter the number of item quantities that, for every minimum quantity of items ordered, the FoC item is offered
FoC	Enter the FoC items quantity that are offered for every quantity ordered/purchased as mentioned above
Discount %	Enter the discount percent on FoC items
Add.	Click on the checkbox to select whether the items ordered is a subscription or not. A subscription is an arrangement to receive something regularly by paying in advance

User can add more FoC items by clicking on ADD option and enter the details.

User can also add more Incentive Plans by clicking on Add New Incentive

Apply all the required details and click on SAVE

Contacts

This section contains the details of Included contacts and Excluded contacts in an Offer plan.

Offer Contacts

Field name	Description
Included Tags	Tags that are included in the Offer
Excluded Tags	Tags  that are excluded from the Offer
Total Contacts	Total number of contacts that are included in the Offer

User can click on CREATE(+) to Create Offer Contacts and enter the details required. 

Create offer Contacts

Field name	Description
Included Tags	Select the Tags to be included in the Offer from the list
Excluded Tags	Select the Tags from the list which needs to be excluded from the Offer

Apply all the details and click on SAVE

Included Contacts

Contact name	Contact names that are included in the Offer
From date	Starting date from which the contact is included in the Offer plan
To date	Date on which the contact included in the Offer plan expires
Added date	Date on which the contact is included in the Offer plan

Create Included Contacts

Contact name	Select the contact name to be included in the Offer plan from the list
Additional amount	Enter the additional amount of discount applicable to the contact included in the Offer
Add	Click on ADD to apply the contact details. User can add more contacts to include in the offer plan by selecting from the list

Click on SAVE to apply the details

Excluded contacts

Contact name	Contact names that are excluded in the Offer
From date	Starting date from which the contact is excluded in the Offer plan
To date	Date on which the contact excluded in the Offer plan expires

 Wallets

Wallets can be used to make online and in-store purchases, pay bills, make deposits, and transfer money. Transactions are easy, secure and certain points or rewards are gained during the Offer period.

This section contains the details of customer credit notes, wallet details and FoC orders.

Wallets

Field name	Description
Wallet Value	Amount available in the wallet
Wallet date	Date on which the wallet is created
Contact name	Contact name of the Organization the wallet is created for
Wallet number	Wallet number of the contact or organization
Ref no.	Reference number of the wallet
CIN	Displays the CIN of the organization.  A Corporate Identification Number (CIN) is a unique identification number that is assigned by the Registrar of Companies (ROC) to the companies registered

FoC orders

Org name	Name of the Organization
Order date	Date on which the order is placed
Order no.	Order number or serial number of the order is displayed
Total qty	Total quantity of the Order items
CIN	CIN of the organization.  A Corporate Identification Number (CIN) is a unique identification number that is assigned by the Registrar of Companies (ROC) to the companies registered
Item name /SKU	Item name/SKU of the order. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of your products that makes it easier to track inventory

Credit Notes

Field name	Description
Contact name	Displays the name of the organization the credit note is created for
Journal date	Date on which the journal is created
Total amount	Displays the total credit amount available
Credit note no	Credit Note number of the order
CIN	CIN of the organization. A Corporate Identification Number (CIN) is a unique identification number that is assigned by the Registrar of Companies (ROC) to the companies registered

Activity Log
Comments	User can write short notes or comments about the Offer
Audit
Created Date	Date when the Offer is created
Created By	Name of the person who created the Offer
Last Updated Date	Last stage changed of the Offer
Last Updated By	Name of the person who last updated the stage
Status	Displays the current status of the Offer
Time-Line	This widget tracks all the activities within the app.