Add Multiple Group Offers

To add multiple offers to a group, add the offers to the shopping cart in the Add Offer page. Each offer can be configured while in the shopping cart.

Procedure

  1. To access the Add Offer page, click Add Offer in one of the following:
    • The Offers panel on the Group Summary page.
    • The All Offers page accessed by clicking View All in the Offers panel on the Group Summary page.
  2. To access the Add Offer page, click Add Offer in one of the following:
    • The Offers panel on the Subscription Summary page.
    • The All Offers page accessed by clicking View All in the Offers panel on the Subscription Summary page.
  3. Select an offer from the list of available product offers. If the offer has a cycle associated with it, the Cycle icon (View Cycle) appears next to it. If any features, purchase state, or legal metadata is defined for the selected offer, these values display when the offer is selected.
    You can filter and sort the offers list in the following ways:
    • Filter by catalog. This option is only available if catalog groupings were defined during pricing. The list provides each defined catalog and a Master catalog, which includes all offers.
    • Sort the list by name or eligibility (both either ascending or descending). Sorting by eligibility is available only when one or more offers are ineligible for purchase. If all offers are eligible for purchase, the eligibility options do not appear in the Sort By drop-down menu.
    • Filter the list by name, description, cycled states, features, and purchase state (active or preactive).
  4. Add the offer to the shopping cart by clicking Add to Cart. The offer is added to the Shopping Cart section at the bottom of the page. Repeat this step for any other offers you want to add.
    Ineligible offers (and their reason for ineligibility) are listed at the end of the list. If they are added to the cart, an error displays in the offer's row under the Description column. Click Perform Override to override the offer's ineligibility. Then you can configure and purchase the offer. If you do not have the proper permission, this option does not display. If another offer is selected, the ineligible offer returns to its initial state.
  5. Click an item in the shopping cart to configure the following as needed:
    • Type — Appears if offer extension types are defined or if preactive is available for that offer. For more information, see the discussion about configuring a group offer's type.
    • Parameter List — Appears if the catalog item associated with the purchased offer has parameters defined. The parameter is read-only, but the parameter value can be updated. The default value, displayed in the placeholder, is used if no value is entered. For more information, see the discussion about configuring the parameter list for a group offer.
    • Contract Options — Provides options for the selected contract. This option is only available if the catalog item is a service contract. For more information, see the discussion about configuring the contract options for a group offer.
    • Offer Cycle — Appears if an offer cycle is associated with the offer and the cycle can be modified. For more information, see the discussion about configuring a group offer's cycle.
  6. To add the items to a purchase package, click Package Cart. For more information, see the discussion about adding purchase packages to a group offer.
  7. To remove an individual item from the shopping cart, click Remove. To remove everything from the shopping cart, click Clear Cart.
  8. If the group has Pay Now payment methods set up, the payment types appear at the bottom of the display. Do one of the following:
    • To debit the group's account, ensure that Account is active.
    • If one or more credit cards are shown and you want to charge a credit card for the purchase, click the radio button for the credit card account to use.
      Note: If the group has a default payment method set, it is selected by default.
  9. If you selected a Pay Now method, do one of the following:
    • If you want the entire payment amount charged to Pay Now, leave Split with account unselected.
    • To use the prepaid currency balance and bill the remainder to the selected Pay Now method, select Split with account.
  10. (Optional) To view an estimate of the offer, click Estimate.
  11. Click Purchase Cart to purchase the offers in the shopping cart for the group.
    If any offer is ineligible for purchase and you did not click Perform Override, an error is returned. Either click Perform Override for those offers or remove them from the shopping cart to make the purchase.
  12. To view a receipt for the offer, click View Receipt.
  13. Click Return to Offers to return to the offers UI.