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Information You cannot upgrade bundles that were added to the order when a previous bundle version was in effect. Contact your system administrator if you have any questions about this function or bundle versions. |
To record a customer upgrade request for an existing bundle:
1.Open Customer Services from the Desktop.
2.Select the Order tab.
The Order|Search page appears.
3.Search for and select the request order that you want to work with.
The Order|Summary page appears.
4.Click the X seat(s) link in the bundle that you are upgrading.
The Order|Bundles|Seats page appears.
5.Select the bundle from the Bundles section.
The Bundles|Map page appears.
6.Select the Details tab.
The Bundles|Details page appears.
7.In the Bundles Seats section, specify the options that the customer want to upgrade (price zone, hold type the number of seats per price type.
8.Click 'Upgrade Bundle(s)'.
The Order|Bundles|Requests page appears with the upgrade request. Unlike regular bundle requests, the request does not appear on the Order|Bundles|Seats, Order|Bundles|Bundles nor Order|Summary pages.
9.Select Not chargeable pending fulfillment from the dropdown at the top of the page and click 'Update All'.
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Warning Because this bundle already exists in the order, if you selected Chargeable pending fulfillment, you would be charging the customer twice for the same bundle, once for the bundle you want to upgrade and once for the upgrade request. |
10.Select the Summary tab.
The Order|Summary page appears. The bundle is displayed in red to reflect the upgrade request.
11.Click 'Apply'.
A window confirms that the order was updated.
12.Click 'OK'.
