Add a Single Group Offer

You can add a single offer to a group by clicking Add Offer either on the Offers panel on the Group Summary page or in All Offers.

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. 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).

    Ineligible offers (and their reason for ineligibility) are listed at the end of the list, but they are disabled and cannot be selected. However, if you have the proper permission, you can 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.

  3. Click Configure.
  4. From the drop-down menu, select one of the following:
    • 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.
    • Purchase Package — Provides options for creating a new purchase package for the offer or to add an existing purchase package to the offer of the catalog item. For more information, see the discussion about adding purchase packages to a group offer.
    • 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.
  5. When you are done with the configuration, click Done.
  6. 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.
  7. 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.
    • To purchase an offer using a deferred settlement, check Defer Settlement and enter when the deferred settlement times out in hours and what action to take when the deferred settlement times out.
  8. (Optional) To view an estimate of the offer, click Estimate.
  9. To cancel the purchase, click Cancel.
  10. Click Purchase to purchase the selected offer. If any required information is missing, an error displays.
  11. To view a receipt for the offer, click View Receipt.