WBZ Dealer Offers

    Content of this article

    1. Preliminary Remarks
    2. Creating Offers for WBZ Dealers

    1. Preliminary Remarks

    Due to the special features of a WBZ dealer, the offers that are used must meet certain requirements. 
    It is important that the purchases take place outside the plenigo system and are only transferred to the plenigo system via an import. 

    Note: It is recommended for use with WBZ dealers:

    • to create independent offers which are only used in the context of WBZ dealers.
    • to use independent delivery lists and link them to the offers depending on the use case.  
    This ensures that special features in commission and condition agreements are consistently mapped and can also be managed independently. 

    2. Creating Offers for WBZ Dealers

    The creation of offers for WBZ dealers largely corresponds to the creation of a regular offer. 
    The following offer types can be used with WBZ dealers in general:
    • time-based subscriptions
      • simple time-based subscriptions
      • complex time-based subscriptions
    • issue-based subscriptions
      • Simple issue-based subscriptions
      • Multi-step issue-based subscriptions
    Offer Creation:
    • The offers must be defined as externally-managed offers: 
      • Open the Base Data tab.
      • Scroll to the end of the form to the External Management area.
      • Tick the checkbox Externally invoiced.
      • The offers must be linked to a delivery list to determine the first days of sale.
    More information about externally-managed offers can be found in these entries:  Externally-Managed Offers


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