To create an offer renewal:
1.Open Utilities from the Desktop.
2.Select the Renewals tab.
The Renewals|Search page appears.
3.Click 'Create New'.
The Renewals|Details page appears.
4.Select New Offer from the 'Renewal Type' dropdown.
The offer renewal fields appear.
5.Complete the following fields:
a.Name: Enter a name for the offer renewal.
b.Description: Enter a brief description for the offer renewal.
c.Orders to Renew: Enter the BI query that you want to use to renew offers or click 
to search for a saved list.
d.Order/Offer Type: Select the type of offer being created:
oRenewal: A renewal of a previous offer.
oStandard: A one time offer.
e.Offer Name: Enter the name for the offer being renewed.
f.Offer Start Date: Enter the date that the offer will be made available to customers.
Click 
to select a date or 
to select a duration.
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Caution If you do not enter a value, the offer start date will be the date when the renewal was run ('Execute' was pressed). Online customers will immediately be able to see the offer when they log into their accounts. |
g.Offer End Date: Enter the date that the offer will no longer be available to customers.
Click to select a date or to select a duration.
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.
h.Offer Promotional Code: When renewing an offer to an event with an on-calendar/on-sale promotion, the promotion must be entered here and Yes must be selected from the Renewals|Seating page's 'Use Offer Promo Code' dropdown.
Click to search for a promotion.
oIf the promotion does not have an access code, only customers with the promotion on a benefit can access the offer.
oIf the promotion has an access code, customers/staff must enter the promo code to access the offer.
i.Balance Due Date: When the offer is added to an order, the date the balance must be paid by. This date determines whether a customer renewing an offer in Online Sales will be given the option to schedule payments.
Click to select a date or to select a duration.
6.Depending on what you are renewing, you can add rules that define the source item (an admission, gift or miscellaneous item on the original order) and the destination item (the new admission, gift or miscellaneous item being offered in the renewal):
a.To renew an admission, select the Seating tab to create a seat rule.
The Renewals|Seating page appears.
b.To renew a gift, select the Gifts tab to create a gift rule.
The Renewals|Gifts page appears.
c.To renew miscellaneous item, select the Miscellaneous Items tab to create a miscellaneous item rule.
The Renewals|Miscellaneous Items page appears.
7.Click 'Create'
A window confirms that the renewal was created.
8.Click 'OK'.
You can now execute the renewal by clicking 'Execute'.
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Caution Once a renewal has been created, you can click 'Execute' at any time to run the batch of renewals, even if there are unsaved changes. If you do not click 'Apply' after modifying a renewal, the changes will not be saved and you will not be able to search for the updated renewal later. |
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Caution If a value was not entered in the 'Offer Start Date' field, the offer start date will be the date when the renewal was run ('Execute' was clicked). Online customers will immediately be able to see the offer when they log into their accounts. |
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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. |
