You can add a bundle directly to an order by selecting one on the Bundles|Search page as follows:
1.Open Customer Services from the Desktop.
2.Select the Bundles tab.
The Bundles|Search page appears.
3.Search for and select the bundle that you want to work with.
The Bundles|Details page appears.
4.Select the events from the Bundle Events section.
5.Optionally, click 'Upgrade Bundle(s)' to create bundle upgrade requests.
6.Specify the seats for the bundle by using one of the following methods:
a.Selecting Bundle Seats Using Best Available
b.Selecting Bundle Seats Using the Bundles|Map Page
7.Click 'Continue'.
8.If a miscellaneous item is included in the bundle, the Bundles|Miscellaneous Items page appears.
a.Select the check box next to the miscellaneous item that you want to add to the order.
If the miscellaneous item is required, the check box will be pre-selected.
b.Enter the quantity of each option that you want to add to the order.
c.Click 'Continue'.
9.If a gift is included in the bundle, the Bundles|Gifts page appears.
a.Select the check box next to the gift that you want to add to the order.
If the gift is required, the check box will be pre-selected.
b.Select the appeal that you want to apply the gift to from the 'Appeal' dropdown.
c.Select the fund that you want to apply the gift to from the 'Fund' dropdown.
d.Enter the quantity of gifts that you want to add to the order.
This value will be multiplied against the 'Amount' field.
If the gift was added to the bundle with a Recommended 'Value Type', you can alter the monetary value in the 'Amount' field.
If the gift was added to the bundle with a Fixed 'Value Type', the 'Amount' field is read-only.
e.Click 'Continue'.
The Order|Bundles|Gifts page appears.
f.Complete the applicable fields.
10.If a stored value item is included in the bundle, the stored value item will automatically be added to the order.
You can add a 'Recipient Name' and 'Printed Message' on the Order|Bundles|Bundles and Order|Summary pages at any time prior to printing the order.
11.Once all of the bundle components have been satisfied, if you have not already been directed to the Order|Summary page, select the Summary tab.
12.Add a customer to the order.
13.Once a customer is associated to the order, any passes or memberships earned with the bundle appear.
a.If there are no seats available for an event, no admissions for that event are added to the order.
b.Details of the bundle are available on the Order|Bundles|Bundles page. This page will also display any gift certificates included with the bundle. You can also use this page to modify price types.
c.If a Subscription bundle is included in the order, refer to Selecting a Subscription Bundle’s Renewal Seat.
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Information After a bundle is added to an order, its details can be viewed on the Order|Bundles pages. Also, you can modify bundle instances and admissions by making changes to the actual seating, renewal seats, price types and by deleting a bundle admission or instance. |
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Information If you have sold a Draw Down bundle that now has events associated to it, you must update the sold bundles to include the appropriate events For more information, refer to Creating an Update Order Renewal. |
