Introduction
Offers are marketing strategies to promote a product with exceptional prices to close a potential sale by accepting terms and conditions in return for utilizing the benefit of the offer.
Stage Workflow
Default stages of the Offers App:
| Name | Stage Description |
| Draft | The offer is created but not yet started. |
| Active | The offer is in progress or active stage |
| Finalized | The offer is completed and ready to generate credit notes or coupons. |
| Completed | The offer period is completed. |
| Inactive | The list of offers which are deactivated |
Portlets & Widgets
A layout view defined by the individual functionalities are called portlets and each functional data is designed and viewed as widgets. The default portlets and widgets in “Offers App” are as follows:
This section contains details of the Offer plans, plan items, Wallet and Credit Note details of the customer in the Offer period.
| Field name | Description |
| Total plans | Displays total count of plans included in the Offer. User can click on the hyperlink at the top right, which displays detailed data of customer’s Plans report |
| Total customers | Displays count of total customers included in the Offer. User can click on the hyperlink at the top right, which displays detailed data of Offers Included Contacts Report |
| Total plan items | Total number of Plan items included in the Offer. User can click on the hyperlink at the top right, which displays detailed report of Plan Items |
| Total Wallets | Total number of Wallets generated for the completed Offers. User can click on the hyperlink at the top right, which displays detailed report of Wallets history |
| Total Credit Notes | Displays total number of Credit Notes generated for the finalized offers. User can click on the hyperlink at the top right, which displays detailed report of Credit Note Offers |
| Total Wallet value | Displays the total amount generated for the finalized offers. User can click on the hyperlink at the top right, which displays detailed report of Wallet history |
| Available amount | Displays the total available credit amount of the customer |
Offer Details
This widget provides the details of the Offer like offer name, Line of Business segment and Validity period of the Offer
| Field name | Description |
| Offer name | Displays the name of the Offer. Offers are marketing strategies to promote a product with exceptional prices to close a potential sale by accepting terms and conditions in return for utilizing the benefit of the offer. |
| LoB | Line of Business segment of the Offer Group is displayed. A Line of business segment is an area of operation in which a company has an established separate product line or industry in which the company operates. |
| From date | Displays the date on which the Offer becomes valid and can be redeemed or used |
| To date | Last valid date of the Offer; later that date, the Offer no longer exists |
Plans
This Widget contains the details of the Offer Plan and the Items included in the Plan
| Field name | Description |
| Plan name | Displays plan name of the Offer. Plan name is defined to represent the incentive plans in multiple plans that are configured in the Offer. “Plan” in an Offer generally refers to the overall strategy or structure of the offer. |
| Item name/SKU | Item name or SKU of the product. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Points | Points are the redeemable amount that are generated for the finalized Offers. “Points” in an offer plan often refer to a reward system where customers earn points for making a purchase or taking a specific action. |
Plan Items
This widget contains details about the Plan Items in the Offer
| Field name | Description |
| Plan name | Displays Plan name of the Offer. Plan name is defined to represent the incentive plans in multiple plans that are configured in the Offer. “Plan” in an Offer generally refers to the overall strategy or structure of the offer. |
| Item name /SKU | Item name or SKU of the product. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Points | Points are the redeemable amount that are generated for the finalized Offers. “Points” in an offer plan often refer to a reward system where customers earn points for making a purchase or taking a specific action. |
Plan Status
This widget provides the plan status of the Offer plan whether it is active or Inactive
| Field name | Description |
| Plan name | Displays Plan name of the Offer. Plan name is defined to represent the incentive plans in multiple plans that are configured in the Offer |
| Offer name | Displays the name of the Offer |
| Status | Displays whether the offer plan is active or inactive. Toggle will be in Green color if the Plan is active and Red in color when Plan is inactive. |
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 Widget contains the details of Plan incentives in an Offer plan.
| Field name | Description |
| Plan name | Name of the Offer Plan is displayed. |
| Incentive name | Incentive plan name is displayed. Plan Incentive is the program that provides incentives or rewards for reaching specific targets. |
| Volume/ Value | Quantity of plan items ordered during the Offer period either in Volume or value |
| Max Payout | Maximum payout assigned for the plan incentive. Maximum Payout means the maximum amount of money that the customer may get as discount in the Account balance during the Offer period. |
| Linearity value | Displays the linearity value of the plan items. It refers to a metric used to measure the consistency of sales or performance over a given period of time. |
| Discount type | Displays the type of discount applied to the plan items either in value, percentage or any fixed value |
| Discount per Unit | The discount value offered per unit item is displayed |
FoC (Free of cost) Items
FoC items refers to products, services or deliveries that are provided to customers without charge, either as part of a promotion, a warranty, or as a goodwill gesture. FOC can be given in terms of Items, Value/Discount on Invoices.
This Widget contains the details of FoC(Free of Cost) items in an Offer plan
| Field name | Description |
| Plan name | Displays Plan name of the Offer. Plan name is defined to represent the incentive plans in multiple plans that are configured in the Offer |
| Item name | Name of the FoC item in a plan. |
| SKU | Stock Keeping Unit (SKU) code of the FoC item is displayed |
| Discount | Discount applicable on FoC item |
| Plan name | Displays the plan name in which the FoC Item is included |
| Incentive | Name of the incentive plan of an Offer is displayed. Incentives are variable rewards granted according to the level of achievement of specific results |
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 group | Name of the Offer group to which the offer belongs is displayed. An offer group is a logical grouping of related product offerings. It is a way to organize products and services into meaningful categories |
| Offer name | Name of the Offer is displayed. Offer name represents the name of the Offer created |
| 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. Offers can be designed based on the Included tags. |
| Incentive plan | Name of the Incentive Plan Offer. Plan Incentive is the program that provides incentives or rewards for reaching specific targets. |
| Plan name | Displays the plan name in an Offer |
| FoC | FoC items refers to products, services or deliveries that are provided to customers without charge, either as part of a promotion, a warranty, or as a goodwill gesture. FOC can be given in terms of Items, Value/Discount on Invoices. |
| FoC disc | Discount value on FoC items is displayed in Percentage, Fixed value or value |
| Incentive disc | Displays the discount value of a Incentive plan Offer |
| FoC item | FoC (Free of Cost) item names/SKU offered in the Offer period are displayed |
| Description | Comments or short notes about the Offer is displayed |
Included Contacts
This widget contains the contacts that are included in the Offer based on their Tags
| Contact name | Displays contact name of the customer included in the Offer based on their Tags |
| From date | Starting date as when the contact comes into effect in the Offer |
| To date | Date on which the contact included in the Offer plan expires |
| Added date | Date on which the contact is added in the Offer plan |
Excluded contacts
This widget contains the contacts that are excluded in the Offer based on their Tags
| Contact name | Contact names that is excluded from 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 |
Offer Contacts
This widget contains the Tags of customers that are included and excluded in the Offer
| Field name | Description |
| Included Tags | Displays tag of customer that are included in the Offer |
| Excluded Tags | Displays tag of customer that are excluded from the Offer |
| Total Contacts | Count of contacts that are included in the Offer |
This section contains the details of Customer Credit Notes, Wallet details and FoC orders.
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.
| Field name | Description |
| Wallet number | Wallet number of the contact or organization is displayed. Wallet number is a unique identifier assigned to the customers for quick identification and tracking purposes |
| Wallet date | Date on which the wallet is created is displayed |
| Organization name | Contact name of the Organization for whom the wallet is created |
| 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 |
| Amount | Displays total amount available in the customer wallet |
FoC orders
“FOC” stands for “Free of Charge”, and “FOC orders” refers to orders where the products or services are provided to the customer without any charge or subject to certain terms and conditions, such as a limited quantity or a specific time period for the offer.
| Field name | Description |
| Org name | Name of the contact Organization is displayed |
| Order date | Displays the 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
This widget provides details about the Credit Note created for the order placed. A Credit Note is a legal document issued by a supplier to the buyer. This document serves as an acknowledgement that the buyer’s account has to be credited with a certain amount
| Field name | Description |
| Contact name | Displays the contact name of the organization based on the credit note created |
| Journal date | Date on which the journal is created |
| Total amount | Displays the total amount of credit available to the customer |
| Credit note no | Displays the 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 provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| 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 user 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. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Offers