Offer

This page outlines use of the Offers Resources type.

Overview

An Offer is a Resource type used to record in-kind assistance. This includes offers such as donations, goods, services and accommodation. For Volunteer offers, use instead the Volunteer type.

For register-level instructions, refer to:

Resources

Public Offers form

Offers have an optional public form so community members submit Offers themselves, optionally generate a QR code for the URL and share the public link on your website and comms.

Offers submitted to the public begin with a Status of Pending.

Refer to:

• Managing Events: Public Forms

• System Text (for configuring public form help text)

Adding Offers

Offers are created in Operations → Resources by setting the Resource Type to Offer when adding a new resource. Once set the Resource Type cannot be changed.

Make sure the Resource Type is set to Offer.

Finding Offers

Ways to find Offers:

1. Type column in the datagrid

2. Types > Offers in the filter menu

3. Query in Search itemSchemaName:offer

Offer Settings

Offer Particulars

The Offer Particulars section defines the specifics of the Offer type.

It contains many shared fields but also has different settings to other types. The following sections explain how to use the Offer-specific settings.

The Offer Particulars section

Title

This setting contains a short summary (or title) for lists and counters.

Category & Sub-Categories

Refer to: Resources > Category and Resources > Sub-Category

These settings are used to categorise the Offer. They are different to other Resources in that the options are configured by an administrator using the Offer: Category and Offer Subcategory Lookups.

Details

This setting is used to describe what is offered in detail, including any availability, conditions and constraints.