Offer

An Offer is one sellable proposition: exactly one Product, good or service, at one price, in one unit, sold by one group company, valid for a period, optionally inside a Price List. “The 1800 package” is an offer of a service at 1800 per month. A Deal in the CRM proposes an offer; the negotiated amount stays on the deal, the list price stays here. BDS type: schema:Offer.

Fields

What is sold and by whom

Field	Storage	Meaning
Name*	Text	Typed as item - price/unit
Offer #	Auto-number	Local sequence; match by Name*
Product*	Linked records	Product; exactly one
Item (Name)	Formula	Name of the linked product
Seller*	Linked records	Organization (mirror); the group company on the proposal

Price

Field	Storage	Meaning
Price*	Currency	List price per one unit; the field is formatted with $ for every currency
Price Currency*	Single choice	USD, BRL
Unit*	Single choice	per month, per hour, per item, per project
Minimum Quantity°	Number	Smallest quantity the offer applies to; blank means no minimum

Validity and grouping

Field	Storage	Meaning
Valid From°	Date	First day it can be proposed
Valid Through°	Date	Last day; blank means still current
Price List°	Linked records	Price List; one list or none
Lifecycle Status*	Single choice	Draft, Active, Archived
Offer Check	Formula	⚠ fragments that keep the offer from being proposed

Audit and classification

Field	Storage	Meaning
Created At	Created time	When the row was created
Created by	Created by	Who created it
Intake Step	Formula	Routes Draft or blank-status rows to their next creation step; blank for Active and Archived
Tags°	Linked records	Tags (mirror); optional

Reference grid captured on 2026-10-28, before the intake views and label updates. Use the current view names in this guide.

Calculated rules

Offer Check

IF(LEN({Product*} & "") = 0, "⚠ No product. ", "") &
IF({Price*} = BLANK(), "⚠ No price. ", "") &
IF(LEN({Price Currency*} & "") = 0, "⚠ No currency. ", "") &
IF(LEN({Unit*} & "") = 0, "⚠ No unit. ", "") &
IF(LEN({Seller*} & "") = 0, "⚠ No seller. ", "") &
IF(AND({Valid From°} != BLANK(), {Valid Through°} != BLANK(), IS_AFTER({Valid From°}, {Valid Through°})), "⚠ Valid From is after Valid Through. ", "")

Item (Name)

{Product*} & ""

Links and cardinality

Many offers can sell one product, and the same product sold by two companies is two offers. Product*, Seller* and Price List° accept several records; Offer Check flags only blanks, not a second product or seller, and does not compare the offer currency with the list. An offer whose Valid Through° has passed is not flagged.

Readers

The CRM mirrors every Offer column except Tags as Offer (mirror). Deal.Product* links one offer; the CRM shows Offer (Price), Offer (Item) and Offer (Unit) beside the negotiated Value*. Local CRM use is documented in Offer in CRM. The inverse Deals (Proposed) exists only in the CRM mirror; this base cannot see which deals use an offer.

Intake routing

The creation intake uses these local formulas. Active and Archived records leave the routed steps; lifecycle changes remain manual.

Intake Step

IF(OR({Lifecycle Status*} = "Draft", {Lifecycle Status*} = BLANK()), IF(OR(LEN(TRIM({Name*} & "")) = 0, LEN({Product*} & "") = 0, LEN({Seller*} & "") = 0), "Create - 1", IF(OR(LEN({Price*} & "") = 0, LEN({Price Currency*} & "") = 0, LEN({Unit*} & "") = 0), "Create - 2", "Create - 3")), "")

Lifecycle

Create this record through the intake.

Start as Draft; set Active when Offer Check is blank and sellers may propose it; set Archived to retire it. Never delete an offer a deal may point at. A new price is a new offer with new dates; see Change a price.

Example

Name* = Example Program - 2600/month; Product* = Example Program; Price* = 2600; Price Currency* = USD; Unit* = per month; Seller* = the group company; Price List° = Direct - 2026; Lifecycle Status* = Active; Offer Check blank.

Next steps

Add a product and its offer · All entities