> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/documentation/portfolio-management/service-portfolio/create-an-offer.md). # Create an offer Offers allow you to define how a service is billed, what it costs, how long it runs, whether it renews automatically, and whether variants have different prices. Once an offer is created, customers can select it directly in their self-service shop or during internal request workflows. {% embed url="" %} ### 1. Open the service and start creating an offer To create an offer, first open the service in your service portfolio. 1. Go to **Portfolio Management** 2. Select **Service Portfolio** 3. Search for the service you want to extend with a new offer 4. Open the service details and switch to the **Offers** tab You will now see existing offers and the option to add another one. Click **"Add"** to open the configuration dialog.
#### Offer Name (optional) You may give your offer a name (for example *Standard*, *Gold Leasing*, *Enterprise*, *Promo Offer*) but a name is optional. If you leave it empty, equipme will reference the offer by type and terms. *** #### Offer Type Here you define how the offer is billed: | Type | Meaning | | ------------ | ------------------------------------------------------ | | **Rent** | Monthly recurring billing over a defined contract term | | **Lease** | Also recurring — often used for financed assets | | **Purchase** | One-time transaction for ownership transfer | Even for purchases, the item still appears in the customer’s inventory once booked. *** #### Pricing (one-time and recurring) | Field | Description | | ---------------------- | ------------------------------------------------------------- | | **One-time price (€)** | Setup fee, provisioning cost, onboarding charge — billed once | | **Monthly price (€)** | Recurring cost billed every subscription cycle | | **Currency** | Choose the billing currency for this offer | Multi-currency support allows providers to offer services in different markets. Pricing always applies to the selected currency. *** #### Contract Term Defines how long the offer must run at minimum. Example:\ \&#xNAN;*Term = 12 months → Service cannot terminate earlier unless cancelled according to business rules.* *** #### Automatic Runtime Extension You decide what happens when the initial term ends. | Option | Behaviour | | -------- | --------------------------- | | Enabled | Offer renews automatically | | Disabled | Offer stops after term ends | Below, you define **runtime extension length**, such as: *1 month extension → renews monthly after initial term*\ \&#xNAN;*12 month extension → renews with another full year* *** #### Different Invoice Issuer In cases like leasing contracts or financed hardware, billing may happen externally. Here you can define an alternative issuer — for example a financing partner or leasing company. The customer will see this issuer in their overview. *** #### Allow Pre-Orders If enabled, customers may request the service even when stock is not yet available.\ Useful for hardware rollouts or devices on order. *** #### Country Availability Controls where this offer can be purchased. You may: * Make the offer available across all supported countries * Restrict availability to specific regions *** #### Publish for Direct Customers
This setting controls who is allowed to see and purchase the offer. When the option is active, the offer is published for all direct customers. They can find it in self service, select it, and order it without further restrictions. This is the standard behaviour if the offer is intended for broad use. If you do not want the offer to be visible for everyone, you can disable this option. As soon as it is switched off, the system stops publishing the offer globally and instead displays a list of customers. You can then decide who should have access. It is possible to release the offer for a single company or for several selected customers. Only the customers that you mark in this list can see and request the offer. This gives you control over visibility and allows you to use the same service with different commercial models for different customers. *** ### 3. Variant Surcharges (optional) If your service includes variants (such as *Gold*, *Silver*, *Memory Upgrade*, *Extended Warranty*), you can define different prices for each one. Two price categories are available per variant: | Field | Purpose | | ------------------- | ------------------------------------- | | **One-time price** | Additional onboarding or upgrade cost | | **Recurring costs** | Extra monthly fee for premium options | Leaving prices empty disables the variant in this offer. *** ### 4. Save your offer Once all fields are configured, click **Save**. Your offer is now active and can be selected by customers according to the visibility settings you defined. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://hub.equipme.io/documentation/portfolio-management/service-portfolio/create-an-offer.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.