Presets

Updated: October 28, 2024
Contents

    Overview

    The Offers Management module allows for the creation of Presets. The concept and idea behind a Preset is information that can be applied across multiple plans and switch operations. This means that the configuration within a certain preset is valid and can be used across different products and switches without having to continuously input the same information (stored within the preset) when a new product or switch is created.

    Currently, there are two types of Presets available for configuration:

    Preset Types

    Plan Preset: A plan preset is applied to a CloudBlue Offer – Plan level. It can be assigned to a specific plan within the Plans tab within the Offer details.
    Switch Preset: A switch preset is applied to switches between plans configured within a CloudBlue Offer. Each switch operation between two plans are governed by the configuration of a switch preset.

    Presets within Connect

    Both types of presets are only applicable only to CloudBlue Offers. As such, the configurable attributes within both types of switches are CloudBlue Commerce specific and will be used by CloudBlue Partners utilizing CloudBlue Commerce when setting up the products within the marketplace.

    The contents of the Presets are updated and maintained by the CloudBlue team to ensure that the latest required and optional fields are presented to the vendors to ensure seamless operations.

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