The #1 rule: If an offer ends, use Active → Off or its end date whenever possible. Avoid deleting real offers. Keeping old records gives us history and makes mistakes easier to undo.
📱 Trade-In Phones
Use this when a trade-in phone's value changes or a missing trade phone needs to be added. Search the phone, select it, change the value, and tap Save Changes. For a new phone, tap + Add and enter Brand, Model, Storage and Trade Value.
📱 Devices: Sold vs Trade-In
Phones We Sell is now the main device record. Sellable decides whether the phone appears under “Phone Getting.” Trade Eligible decides whether that same SKU can be selected as a trade-in, and Trade Value stores its current reference value. When a phone stops being sold, turn Sellable off instead of deleting it so it can remain a trade-in later.
🏷️ Tiered Offers
Tiered Prices controls special monthly offers. New-line and upgrade pricing are separate records. Eligible Segments accepts comma-separated values like consumer or consumer,cru,firstnet. If an offer ends, deactivate/end the applicable price rather than deleting the phone.
💰 Promotions
Use Promotions for the overall offer and Trade Promo Tiers for its dollar thresholds. Example: a tier can say a $290+ trade receives $1,100. Before changing several related promo records, verify the official offer first.
🧾 Plans
Use Plans to add, rename or deactivate a wireless plan. Plan Groups determine which promotion family a plan belongs to. If you're only changing the displayed plan name, don't change its group unless promo eligibility also changed.
📰 What's New
Use What's New / Content for a short management-facing description of meaningful changes. Customers/reps will see What's New once per day on each browser after the app is configured to display the current Supabase content.
✅ After Saving
The page reloads automatically. Run one quote that uses the thing you changed. If the result isn't what you expected, don't keep changing random fields — stop and verify the promotion setup.
Safe rule for management: Trade values and simple tiered prices are straightforward. For a brand-new promotion structure or anything you're unsure about, send the official promo to TJ first so the underlying relationships can be checked.