> 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/placing-offers-in-bulk.md).
# Placing Offers in Bulk
Placing offers in bulk saves time, reduces repetitive data entry and ensures offer details remain consistent across multiple products or customers.
**Offers** in Supply’d provide a simple way for suppliers to showcase selected products and pricing to customers. Offers can be sent to individual customers or groups, helping increase product visibility, encourage customers to range new products and drive sales.
Once a **supplier connection** is accepted, customers can browse the supplier’s products and choose which ones to range and order through Supply’d. Suppliers can encourage customers to range specific products by offering them at a promotional price.
Offers provide an efficient way for suppliers to promote products, reach more customers, and turn offers into ongoing sales relationships.
{% hint style="success" %}
Customers must be **Supply’d users connected to the supplier** to receive and accept offers.
👉 See the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md#connecting-to-a-supplyd-customer) & [Customer Requests](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-requests.md) documents for information on connecting with customers.
{% endhint %}
If you have a large number of products to offer to customers, you can use the **Bulk Actions** feature to create offers for multiple products and customers at once, making it quick and easy to manage larger offers.
{% hint style="success" %}
The [Placing Offers](/supplyd-erp/products/offers/placing-offers-to-customers/placing-offers.md) document explains how to place offers from an individual product's page.
{% endhint %}
***
### Placing Offers in Bulk
{% stepper %}
{% step %}
#### Go to the Products Page
Select **Products** from the main menu. The **Products** page will open, showing a list of all your products.
***
{% endstep %}
{% step %}
#### Select the Products
On the **Products** page, select the products you would like to include in the offer by ticking the checkbox to the left of each product name.
{% hint style="success" %}
The button will remain greyed out until at least one product is selected. Once a product has been selected, it will turn green and become clickable.
{% endhint %}
{% hint style="success" %}
Use the **Filter Products** form (click on in the top right corner) to narrow the list by specific criteria if you want to perform actions on matching products.
For example, all our Chocolate Unicorns require updates, so if we type "Unicorn" in the **Name** field of the **Filter Products** form, only the unicorns will show on the product list.
{% endhint %}
{% hint style="success" %}
Ticking the square beside the button will select all products on the list. \
{% endhint %}
***
{% endstep %}
{% step %}
#### Select Create Offer
Click on the button, then select **Create Offer** from the menu.
The **Create Offer** form will open.
Complete the form following the guidelines below:
***
{% endstep %}
{% step %}
#### Add Customers
Type or click in the **Customers** field to view a list of your customers, then select the customers you would like to send the offer to.
***
{% endstep %}
{% step %}
#### Add or Remove Products
Review the list of products and add or remove products as required.
To add products:
1. Click in the field that says "**Type Product Name**" and begin typing the product to bring up a list of matching products.
2. Select the product.
3. Click to add it to the offer.
4. Repeat for any other products you would like to include in the offer.
{% hint style="success" %}
You can remove a product from an offer by clicking the “**X**” to the right of the product.
{% endhint %}
***
{% endstep %}
{% step %}
#### Add Notes
The **Notes** section of the **Offers** form allows you to add any additional information or context about the offer for your customers. This could include details such as a product highlights or special pricing. Any text entered here will be visible to customers as part of the offer.
***
{% endstep %}
{% step %}
#### Click Review
Click .
The **Review Offer** form will open, listing the product(s) to be offered, the product price(s), and customer(s) the offer will be sent to, and allow you to customise the offer for each individual customer.
***
{% endstep %}
{% step %}
#### Adjust Pricing & Edit Notes
**Discount**
The **Discount** fields allow you to set either a percentage (%) or dollar ($) discount for that particular customer. Select **%** or **$** from the first field, then enter the applicable percentage or dollar amount in the second field. The discounted price will be calculated automatically.
{% hint style="success" %}
Any [Customer Specific Pricing](/supplyd-erp/customers/customer-specific-pricing.md) will be automatically applied to these fields. This can be edited should you wish to make changes.
{% endhint %}
**Price**
The **Price** field shows the final price after the discount has been applied, helping you confirm what customers will actually pay.
{% hint style="success" %}
Alternatively, you can enter a price here and the system will automatically calculate the discount percentage or dollar amount for you.
{% endhint %}
**Notes**
The **Notes** field lets you edit the text you added in Step 5, tailoring it to be individual and specific for each customer.
***
{% endstep %}
{% step %}
#### Click Send Offer
Click to send the offer to the customer.
{% hint style="info" %}
If you try to send an offer to a customer you’ve already sent one to, you will receive a warning. You can still proceed and send the offer again, if desired.
{% endhint %}
{% endstep %}
{% endstepper %}
***
{% hint style="success" %}
To find out what happens after an offer is sent, see the [Placing Offers](/supplyd-erp/products/offers/placing-offers-to-customers/placing-offers.md#what-happens-next) section of the [Placing Offers](/supplyd-erp/products/offers/placing-offers-to-customers/placing-offers.md) document.
{% endhint %}
---
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button will remain greyed out until at least one product is selected. Once a product has been selected, it will turn green and become clickable.
{% endhint %}
in the top right corner) to narrow the list by specific criteria if you want to perform actions on matching products.
For example, all our Chocolate Unicorns require updates, so if we type "Unicorn" in the **Name** field of the **Filter Products** form, only the unicorns will show on the product list.
{% endhint %}
button will select all products on the list. \ 
button, then select **Create Offer** from the menu.
to add it to the offer.
.
to send the offer to the customer.
