Channel offer review

Submit a channel bundle, obtain an independent pricing decision and confirm its recorded effect.

Step by step

Prepare the channel offer Quote Specialist

Quote Specialist creates a Draft bundle under the customer quote. Record the channel, promotion code, bundle quantity and validity in the same selling organization.
- Keep the Draft offer in its customer's quote scope
- Updates Bundle offers, Quotes, Organizations
Submit for review Quote Specialist

Quote Specialist submits the current bundle revision. The offer moves to Submitted so the reviewer can inspect the intended promotion and its parent quote together.
- Draft to Submitted for the current Revision
- Updates Bundle offers
Review bundle Pricing Reviewer

Pricing Reviewer independently approves or rejects the submitted revision. Check price validity and promotion stacking against the affected quote lines. Record the decision evidence before the offer proceeds.
- Submitted to Approved or Rejected with decision evidence
- Updates Bundle offers, Quote lines, Review decisions
ApprovalA person approves before the work moves on.
Verify the effect Quote Specialist or Auditor

The bundle operation can move an Approved offer to Completed only after evidence has been persisted. Quote Specialist follows up on a waiting result; Auditor inspects discrepancies without repeating the promotion action.
- Approved to Completed only with persisted effects
- Updates Bundle offers, Operation receipts

And how to keep it from happening.

Different offer in review. A changed quantity or promotion code must not inherit a decision made on an earlier bundle revision.
Repeated promotion effect. Repeating a request must not apply a promotion again to the same quote line.
Approval mistaken for completion. An approved offer still needs persisted evidence before its operation can be treated as completed.

Start free, then use Proto to change fields, steps and approvals before your team goes live.