Offers are similar to orders and carry with them the majority of the same information; however, to reduce overhead no pricing information (except gifts) is included in the offer. All other information is available so the customer can view the contents of the offer. You can create a offers for a customer or agent.
To create an offer:
1.Open Customer Services from the Desktop.
2.Select the Offers tab.
The Offers|Search page appears.
3.Click 'Create New'.
The Offers|Summary page appears.
4.Add the item(s) to the offer:
▪Admission: Use the Events|Search page to search for and select the event(s) that you want to add to the offer.
▪Bundle: Use the Bundles|Search page to search for and select the bundle(s) you want to add to the offer.
▪Miscellaneous Item: Use the Miscellaneous Items|Search page to search for and select the miscellaneous item(s) you want to add to the offer.
▪Gift: Use the Gifts|Search page to search for and select the gift(s) that you want to add to the offer.
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Hint At anytime, click 'Update Details' to view the updated offer summary without saving the offer. |
5.Add a customer and/or agent to an offer.
6.Edit the basic offer information displayed in the offer summary groupbox:
▪Status: Select a status of the offer. Most commonly, you will want to use the Open status so that the customer will have the opportunity to respond to the offer.
▪Offer Name: Enter the name that you want to give the offer
▪Offer Description: Enter a description that you want to use for the offer
▪Offer Type: Select an offer type:
oStandard: For a one-off offer
oRenewal: For a renewal offer for a previous bundle, event, miscellaneous item or donation
▪Redemption Type: Select an option:
oPartial: The offer can be partially accepted.
oFull: The entire offer must be accepted.
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Information If you are going to use Partial offers, ensure that the keepSeats option is selected (highlighted) for the TSorderBO property for the group(s) that will be accepting partial offers. For more information, refer to Enabling Partial Offer Acceptance. |
▪Start Date: Click 
to select the date or 
to select the duration when the offer will become available.
▪End Date: Click to select thedate or to select the duration when the offer will no longer be available.
Once this date has passed, the inventory will be released. If the 'End Date' is updated after the original date has passed and the inventory is still available, it will be added back to the offer.
▪Balance Due Date: Click to select the date or to select the duration when the offer must be paid by.
If an offer and its available payment plans all have a 'Balance Due Date', the earliest date will be used.
▪Promotion: Click 
to search for the promotion.
▪Access Code: Optionally, enter an access code that the customer must use to access the offer online
7.Click 'Create'.
A window confirms that the offer was created.
8.Click 'OK'.
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Hint If you want to allow Online customers to use the scheduled payment option, the 'Offer Type' dropdown must be set to Renewal and the 'Balance Due Date' must be at least three months in the future. |
