Offerings

SaaS is usually sold as a combination of multiple Products together. That's what we call an Offering or a Bundle.

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Once an offering has been created and is in use (associated with processed quotes or active rates), you cannot directly add new products to it. This prevents potential issues with existing quotes and contracts that reference the original offering configuration.

Example: Seats with Implementation Fee

An Offering has the following properties:

• ** Name** - This is the external name of the Offering
• ** Description ** - This is the external description of the Offering
• ** Status ** - This indicates the current status of the Offering. It has 2 values:
  • ** Active ** - By default, this is the current value of Status. This means that the Offering is "current" and can be used by any sales channel
  • **Inactive ** - Offering cannot be used across any sales channel. Note that if an Offering is referred to in a Quote that has not yet been Processed, ....
• ** Start Date** - This is the date on which you want the Offering to be available across any sales channel. It is used to manage the life-cycle of the Offering in conjunction with the Status property.
• End Date - This is the last date on which you want the Offering to be available across any sales channel. It is used to manage the life-cycle of the Offering in conjunction with the Status property.
• Type -- Offering can be one of three types
  • Subscription - This Offering type can contain Products of only following types - Subscription, Usage and One-time
  • One-Time - This Offering type can contain Products that are of type One-time only
  • Minimum Commit - This Offering type can contain Products that are of type Minimum Commit only. For more about Minimum Commitment products, see here.
• Products - List of all the Products that are part of this Offering. There is no limit on the number of Products though practically speaking you want to limit the number of products to allow ease of Quoting for your reps.
• ** Rates ** - This is the most fundamental and powerful property of an Offering that defines the Pricing for the Offering. Each Offering can have multiple Rates configured based on the sales channel, currency or subscription frequency.

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Tip

It is not necessary for the end customer to buy every Product in the Offering i.e., if a Product is optional, you can configure the starting quantity as 0 and if a Product is required, you can configure the starting quantity as 1.

Offering Types

MonetizeNow offers multiple offering types:

Managing Offerings

You cannot add products to an offering if:

• The offering has been used in processed quotes
• The offering has active rates associated with it
• The offering is locked due to being used on existing contracts

When you attempt to modify a locked offering, you'll receive an OFFERING_LOCKED error.

Recommended Approach

To add products to an existing offering that's in use, follow these steps:

1. Clone the existing offering - This creates a copy of your current offering with all existing products and configurations
2. Edit the cloned version - Add or remove products, or update the pricing model as needed in the new offering
3. Mark the original offering as "Inactive" - The original offering cannot be deleted if it's associated with contracts, but you can inactivate it for historical reference

Unused Offerings

If your offering has not been used in any quotes yet, you have two options:

• Remove all rates from the offering, then add your new products
• Use the Update Offering API endpoint to modify the productIds directly

Special consideration for minimum commitment products

If you're working with minimum commitment offerings, be aware that only one minimum commitment offering is allowed per contract.

When adding new products that should consume against minimum commitments, you may need to update the minimum commitment product application list to include the new products.