AudienceView Unlimited 7  Product Guides

To add a miscellaneous item to an order:

1.Open Customer Services from the Desktop.

2.Select the Miscellaneous Items tab.
The Miscellaneous Items|Search page appears.

3.Search for and select the miscellaneous item that you want to add to your order.
The Miscellaneous Items|Details page appears.

4.Enter the quantity in the 'Quantity' field.
If multiple options have been configured for the item (sizes, colours), multiple quantity fields will display

5.Click 'Add to Order'.
The Order|Summary page appears.

6.If the miscellaneous item was configured to allow the role to change the amount, the per 'Unit Amount' can be adjusted.

7.Optionally, enter a comment in the 'Comment' field.

8.To assign the miscellaneous item’s entitlements to a customer other than the customer attached to the order, click next to the 'Customer Number' field to search for a customer.

9.Complete the order.

If the miscellaneous item came with a membership, deleting the item from the order will remove the membership, and any of its associated benefits or passes from the customer.

To delete items from an order:

1.Open Customer Services from the Desktop.

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

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

4.Select Items from the Other tab.
The Order|Other|Items page appears.

5.If not already visible, click the item that you want to delete to view its details.

6.Select the check box next to the item(s) you want to delete.

7.Click 'Delete'.

8.Click 'Apply'.
A window confirms that the order was updated.

9.Click 'OK'.