The creation process for Offer Group
Navigation: Menu > Offers App > Offers Listview > Three dots (…) > Offer Groups > Offer Group Listview > Create (+)
The fields in the star mark are mandatory in the creation screen.
Create Offer Group
| Field Name | Field Description | Mandatory |
| Offer Group Name | Enter the name of the offer group | Yes |
| Offer Type | Select the offer type from the list. | Yes |
| LoB | Select the applicable LoB from the list for the offer group. | Yes |
| Scheme Type |
Select the scheme type from the list. FoC-On-Period: FoC item will be issued after the time period is completed for all the eligible users. On-Transact(On Invoice): The FoC item issued on the invoice. Point: The offer depends upon the points to be eligible for the plan. |
Yes |
| Incentive Type |
Select the incentive from the list. Credit Note: An offer incentive that provides a monetary value to be deducted from future purchases. Debit Note: An offer incentive that deducts a specific amount from the total cost of a current transaction Wallet: An offer incentive that accumulates funds or credits for future use within a designated account. |
Yes |
| Series | By default the system takes series as Offer Group | Yes |
| Description | User can comment or enter short notes about the offer group |
Apply all the details and click on Save.