Using the Worksheet

Overview - The Worksheet

Quick guide to opening an offer in the worksheet

Use the worksheet to modify the promotion and make counter-offers.  The options that appear depend on the negotiation history (what has gone on).  

The worksheet is divided into Promotion, Areas, and Deals sections.  To make a counter-offer, click Modify in the section you wish to adjust.  Sections you modify will display an X in the My Changes box.  Sections to which the Demand-Side has proposed changes will display an X in the Last Proposed Changes box.

 

From the syncLink tab:

  1. Click Promotion Negotiation to open the Work Queue.

  2. Search for and select the offer.

  3. Click Negotiate.

  4. Click Open Worksheet (to Counter).

  5. Modify or make an offer as needed.  See the task guides below.

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Tasks

To prepare counter-offers or modify an existing offer

Modify Promotion Dates

Modify Areas

Modify Selected Deal

Add or Remove a Deal

 

To make a counter offer

Make a counter offer