Business offers

Business offers discount quotations you send to your customers. Manage them under Sales → Business offers, separately from promotions on your own Tadbir subscription.

Create and activate an offer

1. As Sales Rep, Admin, or Super Admin, create a draft in Sales → Business offers.
2. Choose a percentage or fixed-amount line discount and its currency.
3. Choose automatic application, a code, or a targeted audience. Set products, customers/tags, validity dates, and optional usage limits.
4. Review and activate. Activated economic terms are frozen. To change them, duplicate into a new draft; deactivation is permanent.

The list shows effective status (including Scheduled, Expired, and Exhausted) and usage. Auditors can read offers without changing them.

Review quotation pricing

1. Create or edit a draft quotation and select its customer and lines.
2. Enter an offer code when applicable, and review the pricing preview before saving or sending.
3. Check the selected price list, discounts, VAT, and totals. If prices change, review and confirm the new decision before sending.

Price lists apply first. Each line receives the best eligible offer or an explicit manual reduction, never both. Multiple offers do not stack on a line; invalid or unavailable codes show an error. A product restriction and a customer restriction must both match.

Drafts and previews do not use offer capacity. Sending reserves a use; acceptance consumes it; rejection, cancellation, or expiry releases it. Sent quotations retain their agreed prices until their validity date, and downstream sales documents preserve those net prices.