Purpose
Understand how the Easy Offer (API) workflow moves an offer from creation to payout (or return), so your team can review devices, update offers, and pay customers in a clear, consistent way.
Easy Offer (API) Workflow Stages
1. Offer
Purpose: An offer is created.
Subcategories:
Cancelled: Offers cancelled by the customer.
Active Leads: Offers where customers have shipped their devices.
Next Steps: Move to In Transit when the device is shipped.
2. In Transit
Purpose: Offers are currently en route to your facility.
Next Steps: Update to Delivered once the shipment arrives.
3. Delivered
Purpose: Offers have been delivered to your facility.
Next Steps: Proceed to Being Inspected for device evaluation.
4. Being Inspected
Purpose: Offers are currently undergoing inspection by your team.
Next Steps: Move to Pending Offer if further review is needed, or directly to Payout Processing if ready for payment.
5. Pending Offer
Purpose: Offers are still under inspection and an update is automatically sent through the customer portal.
Next Steps: Advance to Payout Processing when inspection is complete, or to Returned if the offer is declined.
6. Payout Processing
Purpose: The offer is waiting for payout.
Next Steps: Move to Completed - Payment Sent once payment is processed.
7. Returned
Purpose: The customer has declined or cancelled the offer.
Next Steps: No further action required; the workflow ends here for returned offers.
8. Completed - Payment Sent
Purpose: The payout has been completed and sent to the customer.
By following these stages, your team can track every Easy Offer (API) from first quote to final payment or return—keeping the process predictable for your staff and transparent for your customers.