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Offerings

How Offerings work

Together, the combination of an edition and a plan defines an offering.
Offerings will often equate to a "price book" or SKU list in your systems like your CRM, ERP or billing system. You can define as many offerings as you wish per your subscription.
Each offering represents a standard set of rights from which you wish to be able to generate an entitlement.
The 'SKU' field (Stock Keeping Unit) can be used to associate a given offering in Zentitle2 with an order entry system (such as Salesforce, Netsuite, Dynamics, Zoho, Stripe, Zuora, etc.)
Offerings (or SKUs) define the set of orderable items a customer may purchase. Offerings tend to have a higher volume than their build components and should match the items in your price plans, billing system, and accounting/ERP system.

Using Offerings

Adding

The offerings are located under the "Offerings" on the left menu.
To add a new offering, click 'Create Offering' on the button in the right corner.
In order to create an offering, you will need to ensure you have already added all the various products, editions, and plans you need to build them.
Next, build up the offering from the "parts" discussed above, starting with the "product" in the system you want to use for this offering, choosing from the dropdown menu.
Next, name the offering something easy to use or the same as your price list description.

Adding your SKU record

Add an SKU that matches your product item in your billing, CRM, ERP or, accounting systems etc.
In the context of software licensing, a SKU is a code or number that identifies a specific software product or licensing option.
For example, a software vendor might use a SKU to differentiate between different versions of their software, such as a basic version and a professional version, or to track the number of licenses that have been sold for a particular product.
SKUs can also be used by resellers and distributors to track their inventory and sales, and to ensure that they are ordering and selling the correct products.
Then, choose from your "edition" list to match the edition you want to offer.
Next, choose the appropriate plan option.

Set the seat limit.

Finally, set the seat count (the number of activations or seats allowed per the entitlement (e.g., 1 or 2 is normal so that a user could install on one or two devices before they are prevented from further usage, etc.)
Seat count - number of seats available on Entitlement that has been set from Offering that this entitlement has been created with, but can be amended on Entitlement level.
Seats used - currently used seats.
Seats - overview on seats used from seat count, presented in the form of 3/21.

Set the concurrency mode

Plus, the type of concurrency mode: Concurrent or Node Lock (i.e., a pool of licenses or single device type lock).
Click 'save'.
Repeat until all your offerings are set up.
  • Node lock licenses are meant to be permanently activated against a given machine/seat and are not returned upon terminating the application. They are persistent licenses (not to be confused with perpetual licenses).
  • Concurrent (also called ‘Floating’) licenses allow a maximum number of concurrent seats active on the entitlement at any one point in time. Upon startup, the application would attempt to check a seat out of the license pool and check it back in once the application terminates. If the application dies without explicitly returning the license, the seat will automatically be returned once the lease expires.

Editing

Pick one from the list to edit an offering
Click on the row.
Click the edit button top right of the first section.
Edit as required.
Click save.

Deleting

To delete an offering, pick one from the list.
Pick the 'three dots' icon on the top right.
Select 'Delete offering.'
An additional layer of "security" has been added to ensure the user understands the consequences and has to take various actions before deleting the object.
Confirm you wish to delete when prompted for confirmation.
Now, the user will see a second layer of security as three objects are attached (entitlements) to this one, so deleting this will also delete those other objects.
In this case, to delete, you must select the two warning radio boxes and type in the name of the offering. Here, that's "Test Offering."
Then click delete to complete the process.
Any form of deletion CAN NOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.
Next, we move on to the final step in setting up your ability to start testing or selling entitlements and the associated activation codes.
To learn what each of the values above means, refer to the Glossary here