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AudienceView Unlimited Product Guides

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We recommend that you use bundle exchange workflow to exchange bundle admissions. Using the designated workflow ensures that exchanges adhere to the defined rules, and that new admissions become part of the original bundle.

 

If an exchange is outside the usual rules or if the price type will change as part of the exchange, the following steps can be used.

 

You can exchange seats required to accommodate the needs of the customer. When you exchange the seats for a Subscription bundle, the new seat is automatically assigned as the renewal seat.

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If you are exchanging a seat on a Draw Down bundle, the price chart must also be on-sale to the user role updating the order.

The following steps describe how to exchange a seat for all bundle events:

1.Open Customer Services from the Desktop.

2.Select the Order tab.
The Order|Search page appears.

3.Search for and select the order that you want to work with.
The Order|Summary page appears.

4.Select Seats from the Bundles tab.
The Order|Bundles|Seats page appears.

5.Click on the header of the bundle containing the seat(s) that you want to exchange.
The Bundles|Map page for all of the bundle's selected events opens.

6.Press the SHIFT key and click on the seat(s) that you want to exchange.

7.Click on the seat(s) that you want to add to replace the ones just removed in Step 5.

8.Click 'Continue'.

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If the new seat(s) have a different price from the old ones, you may need to add an extra payment or refund to the order.

9.Click 'Apply'.
A window prompts you to enter a reason for releasing the admission.

10.Enter a reason for the exchange in the field provided.

11.Click 'OK'.