How to create an offer

How to create an offer

In order for an institution to purchase a collection, you need to create an offer. This step will create the details of what is included in the offer.

1. From within any collection, click the Create Offer button at the top of the screen. You will be taken through a number of steps to complete the offer.
2. First, choose the destination for your offer. Currently, Direct to Institution is the only option available. In the future, this will have numerous options. Click the Next button.
3. Select the institution(s) you want to send this collection offer to. Click the Next button.
4. Complete the offer details.
   1. Offer Information
      1. Name - This is the name you are giving this offer. For example, Spring
         Semester 2020.
      2. Type - Choose whether this is a Trial offer or full Subscription. Trials are
         not renewable.
      3. Availability - This is the time frame in which your offer will be available for
         institutions to purchase. You can choose to only offer a month window of
         opportunity, or let it be available forever.
   2. Subscription Information
      1. Price & Currency - Set the price the institution will be paying for the collection and in whichever currency you would like them to pay. If you want something to be free, just input 0.00.
      2. Duration - This is the length of time the collection will be available after the institution purchases it. If you want them to have content for a year,
         select 1 year. If you want content to expire on a specific date, select the
         Expire option from the Unit menu and enter a date.
      3. Offer Auto-renew Option - This is an option to allow an institution to
         decide whether or not they want to have this collection auto-renew at the end of the duration. If this is selected, they have a choice at checkout to auto-renew or not. If deselected, they do not have a choice, and the collection will expire at the end of the duration amount.
      4. Concurrent User Limit - This option allows you to set a copy limit on titles within the collection. By default, there will be unlimited titles for learners to check out. If you deselect, you can enter in a global copy number for all titles within the collection. Note: setting a Concurrent User Limit to a specific number will allow users to return titles.
   3. User Information
      1. Borrow Duration - This is the amount of time learners will have an active
         title on their license. When the duration time has been reached, the title will be removed from their Bookshelf account, and depending on other options set, they will either be able to borrow that title again, or it will show as expired.
      2. Borrow Limit (Credits) - By setting a borrow limit, you are limiting the amount of titles a learner can borrow. By default, a learner can borrow unlimited titles. When a learner reaches their limit, all other titles will be labeled as unavailable.
5. After filling out all offer information, click the Create button. This creates an offer that the institution will see available to purchase. Click the Next button
6. Review your complete offer in the Summary section. When satisfied, click the Send Offer button. Your offer will now be available (depending on your offer availability start date) for an institution to purchase.