> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/products/offers/placing-offers-to-customers/managing-offers.md).

# Managing Offers

Managing offers makes it easier to track customer offers, monitor their status, and keep offers up to date.

Customer offers allow you to promote products directly to your customers and provide customer-specific pricing. Once offers have been created, you can monitor and manage them to keep track of which offers have been sent, accepted, or are no longer available.

This document explains how to manage customer offers in Supply’d. It covers how to view offer details, check and update their status, and cancel offers.

* [#ranging-details](#ranging-details "mention")
* [#options-for-customer-offers](#options-for-customer-offers "mention")
* [#updating-an-offers-status](#updating-an-offers-status "mention")
* [#cancelling-an-offer](#cancelling-an-offer "mention")

***

## Ranging Details

If you have placed an offer for a product with a customer, a **Ranging** section will be displayed on the product's page.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FY1raUwnHLcXD67yQdt9m%2FProducts%20Page%20Ranging.png?alt=media&amp;token=c75d6b7c-2315-4c1f-85a5-08c191fc141c" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}
Offer statuses are colour-coded for easy identification:<br>

* <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FMee66mUD61haLueckXTH%2FAWAITING%20REVIEW.png?alt=media&amp;token=b384f7c7-dc97-48e3-9985-f7963ee8df8e" alt="" data-size="line"> - The offer has been sent and is waiting for the customer to review and respond.
* <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F1Ds6jnHJHoUDwQPF2IoT%2FAWAITING%20FEEDBACK.png?alt=media&amp;token=48c248f7-dcc0-4362-a1e7-b2019829428b" alt="" data-size="line"> - The customer has requested additional information or feedback before deciding whether to range the product.
* <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F9f5GhCJEEd9jPJyC4oH4%2FAWAITING%20SAMPLES.png?alt=media&amp;token=024aa4aa-4cdb-473b-9b90-25d85fce690d" alt="" data-size="line"> - The customer has requested product samples for evaluation.
* <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FB7AqWOXKgIJM8kmHvYbf%2FRANGED.png?alt=media&amp;token=d2af9997-3188-4f3a-83b4-784cc40ee505" alt="" data-size="line"> - The customer has accepted the product and added it to their product range, making it available for ordering.
* <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FxiDhTXvttqGO26OkBSqD%2FREJECTED.png?alt=media&amp;token=135b43f4-a74e-43ec-9c3f-82d899859b51" alt="" data-size="line"> - The customer has decided not to range the product at this time.
* <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FysDMRq5QETDbmaPmbbRR%2FCANCELLED.png?alt=media&amp;token=28d0d295-aad9-4c30-b858-20075714acbf" alt="" data-size="line"> - The offer has been withdrawn and is no longer active or available for the customer to respond to.<br>
  {% endhint %}

Clicking on a customer's name in the ranging section will open the details of the offer.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FulDQhCAW7pLHox7LGqkL%2FProducts%20-%20Ranging%20Details.png?alt=media&amp;token=dd36cd44-be47-438b-9ae4-e52228125449" alt="" width="563"><figcaption></figcaption></figure>

On this page, you can view the customer's response, including any message they may have provided, and send a reply. You can continue to exchange messages in this way until the customer decides to range or reject the offered product.

Any messages will appear here as a record of your correspondence.&#x20;

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fiw8gfOEhq73xtJx9xYc2%2FCustomer%20Messages.png?alt=media&amp;token=e05f276b-b204-48da-b2a7-544312c66e04" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}
If the customer has chosen to range or reject the product, no response is required and a message field will not be displayed.
{% endhint %}

***

## Options for Customer Offers

For offers with an <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FMee66mUD61haLueckXTH%2FAWAITING%20REVIEW.png?alt=media&amp;token=b384f7c7-dc97-48e3-9985-f7963ee8df8e" alt="" data-size="line">, <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F1Ds6jnHJHoUDwQPF2IoT%2FAWAITING%20FEEDBACK.png?alt=media&amp;token=48c248f7-dcc0-4362-a1e7-b2019829428b" alt="" data-size="line"> or <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F9f5GhCJEEd9jPJyC4oH4%2FAWAITING%20SAMPLES.png?alt=media&amp;token=024aa4aa-4cdb-473b-9b90-25d85fce690d" alt="" data-size="line"> status, you will see 3 dots in the top right of the offer details page (the page titled "**\[Customer Name] Ranging**").

{% hint style="info" %}
Offers that have a  <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FB7AqWOXKgIJM8kmHvYbf%2FRANGED.png?alt=media&amp;token=d2af9997-3188-4f3a-83b4-784cc40ee505" alt="" data-size="line"> or <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FxiDhTXvttqGO26OkBSqD%2FREJECTED.png?alt=media&amp;token=135b43f4-a74e-43ec-9c3f-82d899859b51" alt="" data-size="line"> status will not have this option.
{% endhint %}

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FWWilrCwPZ2GLIS2lg8fu%2FOffer%203%20Dot%20menu%20-%20ERP.png?alt=media&amp;token=fdefbdd6-49dc-48d9-a2ad-5b65bd660e75" alt=""><figcaption></figcaption></figure>

**Mark As**

Allows you to update the offer status.

{% hint style="success" %}
👉 See [#updating-an-offers-status](#updating-an-offers-status "mention") below for more details.
{% endhint %}

**Cancel Offer**

Allows you to withdraw the offer.

{% hint style="success" %}
👉 [#cancelling-an-offer](#cancelling-an-offer "mention") below goes into full details.
{% endhint %}

***

### Updating an Offer's Status

For any offers that have either a <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FMee66mUD61haLueckXTH%2FAWAITING%20REVIEW.png?alt=media&amp;token=b384f7c7-dc97-48e3-9985-f7963ee8df8e" alt="" data-size="line">, <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F1Ds6jnHJHoUDwQPF2IoT%2FAWAITING%20FEEDBACK.png?alt=media&amp;token=48c248f7-dcc0-4362-a1e7-b2019829428b" alt="" data-size="line"> or <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F9f5GhCJEEd9jPJyC4oH4%2FAWAITING%20SAMPLES.png?alt=media&amp;token=024aa4aa-4cdb-473b-9b90-25d85fce690d" alt="" data-size="line"> status, you will have the option to mark the product as **Awaiting Feedback**, **Awaiting Samples** or **Rejected**.

{% stepper %}
{% step %}
Select **Products** from the main menu and select the product.

{% endstep %}

{% step %}
Click on the supplier whose offer you would like to update the status for.

{% endstep %}

{% step %}
Click on the 3 dots in the top right, select **Mark As**, and choose the desired status.&#x20;

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FSagrp75oFqczIEGPcVsC%2F2%20-%20Offer%203%20Dot%20-%20Mark%20As%20-%20ERP.png?alt=media&amp;token=b0a6ec35-30c5-4c17-9729-3b3bd0cc0a95" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

### Cancelling an Offer

If you wish to cancel an offer for any reason:

{% stepper %}
{% step %}
Select **Products** from the main menu and select the product.

{% endstep %}

{% step %}
Click on the supplier whose offer you would like to cancel.

{% endstep %}

{% step %}
Click on the 3 dots in the top right, select **Cancel Offer**.&#x20;

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fzji1jHwoQ9DpYVU8XF3o%2FOffer%203%20Dot%20Menu%20-%20Cancel%20Offer%20-%20HUB.png?alt=media&amp;token=5efe6d71-4faf-43d1-bb6c-97e4611af35d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
A form will open allowing you to send a message to the customer.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FhC0vhMSSu4TwmU6Xi0Mw%2FCancelled%20Offer%20Form%20-%20Hub.png?alt=media&amp;token=0fe7a95f-2db6-4dce-9454-f5131d1b25a3" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

The offer's status will change to <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FysDMRq5QETDbmaPmbbRR%2FCANCELLED.png?alt=media&amp;token=28d0d295-aad9-4c30-b858-20075714acbf" alt="" data-size="line">.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}


---

# Agent Instructions
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If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.supplyd.co/supplyd-erp/products/offers/placing-offers-to-customers/managing-offers.md?ask=<question>&goal=<user_goal>
```

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