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.
1. Open the service and start creating an offer
To create an offer, first open the service in your service portfolio.
Go to Portfolio Management
Select Service Portfolio
Search for the service you want to extend with a new offer
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:
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)
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: 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.
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 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:
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.
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