Viewing Offer Details and Affected Invoices

This screen allows the sales management user to review the complete details and settings of a specific offer in read-only mode, in addition to viewing all invoices where this offer was applied, to track its impact on sales without affecting its settings.

Before You Begin

• Make sure the “Offers” app is enabled in “Apps Manager” first, in order to access the Offers screen.

Steps to Access the Offer Details and Impacted Invoices Screen

1. From the sidebar menu, click on “Sales,” then go to “Sales Settings,” and click on the “Offers” card.
2. From the offers list, you can access the details of the required offer in one of two ways:
   • Click directly on the offer’s name.
   • Or click the “…” icon next to the offer, then select “View” from the menu.
3. The view screen will appear and contain:
   • Details at the top of the screen:
     • The offer’s name and its code.
     • The offer’s status (Active or Inactive).
     • Navigation arrows to view the next or previous offer’s details.
   • Actions:
     • To edit the offer’s data, click the “Edit” button.
     • To create an identical copy of the offer, click the “Clone” button.
     • To delete the offer, click the “Delete” button.
   • Tabs:
     • Details: displays the offer’s information (Name, Client, Client Categories, Description, Valid From/To), and type details (the fields displayed vary depending on the selected offer type).
     • Affected Invoices: displays all invoices where this offer was applied in a table that includes the invoice number, client name, invoice total, discount applied, and invoice status, with a counter next to the tab’s name showing their count. Clicking any invoice number opens its full details screen directly.
     • Activity Log: displays the actions and operations performed on the offer, showing the time and date of the operation and the user responsible for it, with the ability to filter by date range, actor, or action type.

Validation Rules

• If the offer hasn’t been used in any invoice yet, the “Invoices Impacted” tab displays the message: “No invoices affected yet! No invoices have used this offer yet.”

Notes

• An offer must be added first to access the details screen. For more, read the Add a New Offer article.