CloudBlue Offers Interface

Creating Offers

Navigate to the Offers module on the Vendor Portal. Created offers are displayed under the Directory section.

Click the Create Offer button to launch an offer creation wizard.

Follow the wizard steps to successfully configure a new CloudBlue offer:

1. Select a product from the provided list.
2. Specify the following general properties:
   • Type: Select CloudBlue.
   • Name: Enter your offer name.
   • Description: Provide a description of your offer (optional). Note that this description will be displayed within the Details tab from your offer details screen.
3. Click Create to finalize your offer creation.

As a result, the system provides your created offer object summary. Click the Go to Details button to access the offer details screen. Otherwise, click Close to return to the Directory tab.

Creating Plans

Proceed to the Plans tab from the offer details screen. This tab allows accessing your created plans.

Click the Create Plan button to launch a plan creation wizard.

1. Specify general properties

Fill out the following general properties form:

• Name: Enter your plan name.
• Preset: Select a published preset
• Period: Select an appropriate period your plan.
• External ID (optional): Provide an optional External ID for your plan.

Click Next to continue.

2. Select the countries for your plan

Search and select the appropriate countries that this plan is applicable for

Click the Create button to continue.

3. Review your summary

The wizard will provide plan creation summary.

Click the Go to Details button to access the plan details. Otherwise, click Close to close the wizard.