Offers Manager Quick Reference

OFFERS MANAGER

1. Select INVENTORY.
2. Select OFFERS MANAGER.
3. At Offers Manager window, you can view all existing offers added or imported.
4. Once Offer is selected, select from the following options:
1. ADD a new offer
2. EDIT an existing offer
3. DELETE selected Catalog part
4. SEARCH Offers in Offers Manager list
5. OPTIONS-you have the following choices:
1. Delete Offers by Selected Filtered Criteria’s
2. Delete Duplicate Offers by Selected Criteria’s
3. Import into Offers by Customer/Vendor (Offers Import Method 1)
4. Un-assign Offer from Account
5. Once editing is complete in Offers Manager, click OK to save.
6. Click CLOSE to exit from Offers Manager.

OFFERS IMPORT

1. Method 1:
1. Click on CUSTOMER or VENDOR.
2. Select Customer or Vendor file from the list, then click OK.
3. Go to OPTIONS & select IMPORT/EXPORT FORMAT.
4. Select OFFERS IMPORT from sub-menu.
5. At Offers Manager Import window, add all applicable fields to import in the same order and form as excel spreadsheet.
6. Click OK when done.
7. Browse for the excel file saved as COMMA SEPARATED VALUE (.csv) format.
8. You can check the box if the FIRST LINE IS A HEADER is applicable.
9. Click OK once the file is selected & click OK once the file is imported.
2. Method 2:
1. At tool bar, select INVENTORY.
2. Select OFFERS MANAGER.
3. At Offers Manager Window, you can view all existing offers that were added or imported.
4. Click on ADD.
5. Enter Source (Vendor) or Part NUMBER information, and then click OK.
6. Go to OPTIONS & select IMPORT INTO OFFERS.
7. Select Import from CUSTOMER or VENDOR.
8. Select Customer or Vendor from list, and then click OK.
9. Select available fields to import in the same order and form as excel spreadsheet.
10. Browse for the excel file saved as COMMA SEPARATED VALUE (.csv) format.
11. You can check the box if the FIRST LINE IS A HEADER is applicable.
12. Click OK once the file is selected & click OK once the filed is imported.
3. You can view imported items by selecting INVENTORY-OFFERS MANAGER