To add a seat rule to a renewal:
1.Open Utilities from the Desktop.
2.Select the Renewals tab.
The Renewals|Search page appears.
3.Search for and select the renewal that you want to work with.
The Renewals|Details page appears.
4.Select the Seating tab.
The Renewals|Seating page appears.
5.Click '+ Add Rule'.
A new seat rule appears.
6.Enter the seat rule details into the applicable fields.
The option that you select from the 'Renewal Mapping' field will determine what fields are available and the type of renewal you have created:
Bundle to Bundle
The 'Bundle From', 'Bundle To' and 'Event To' fields appear:
a.Bundle From: Click to search for the bundle that you want to use from the previous subscription.
b.Bundle To: Click to search for the bundle that you want to use in the renewal.
All events related to the renewal bundle selected will display in the 'Events To' field.
c.Event To: Select the event(s) to include in the renewal..
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Bundle to Event
The 'Bundle From' and 'Event To' fields appear:
a.Bundle From: Click to search for the bundle that you want to use from the previous subscription.
b.Event To: Click to search for the event(s) that you want to use in the renewal.
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Event to Bundle
Event to Bundle The 'Event From', 'Bundle To' and 'Event To' fields appear:
a.Event From: Click to search for the event that you want to use from the previous subscription.
b.Bundle To: Click to search for the bundle that you want to use in the renewal.
All events related to the renewal bundle selected will display in the 'Events To' field.
c.Select the event(s) to include in the renewal from the 'Event To' field.
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The 'Event From' and 'Event To' fields appear:
a.Event From: Click to search for the event that you want to use from the previous subscription.
b.Event To: Click to search for the event(s) that you want to use in the renewal.
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The 'Bundle From', 'Balancing Misc Item' and 'Refund Rate' fields appear:
a.Bundle From: Click to search for the bundle that you want to remove.
b.Balancing Misc Item: If you are entering a value in the 'Rate' field and you do not want to leave overpaid orders, click to search for the miscellaneous item that you want to use to hold the remainder of the orders' balances.
You should create a specific miscellaneous item as a refund holder.
c.Rate: Enter the amount that you want to refund to the customer. If you want to refund a percentage of the order value, ensure that you enter % after the value.
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Information
If you want to refund the entire value of the bundle, do not enter anything in the 'Balancing Misc Item' or 'Rate' fields.
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The 'Event From', 'Balancing Misc Item' and 'Refund Rate' fields appear:
a.Event From: Click to search for the event that you want to remove.
b.Balancing Misc Item: If you are entering a value in the 'Rate' field and you do not want to leave overpaid orders, click to search for the miscellaneous item that you want to use to hold the remainder of the orders' balances.
You should create a specific miscellaneous item as a refund holder.
c.Rate: Enter the amount that you want to refund to the customer. If you want to refund a percentage of the order value, ensure that you enter % after the value.
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Information
If you want to refund the entire value of the event, do not enter anything in the 'Balancing Misc Item' or 'Rate' fields.
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oThe option that you select from the Price Type Options section determines the renewal's pricing structure:
From Source
When From Source is selected, the renewal (destination) offer will use the same pricing as the original (source) order. This is the default setting.
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When Mapping is selected, you can change specific price types from the original (source) order to specific price types associated to the event(s) of the renewal (destination) offer (set in the 'Event To' field).
To map price types:
a.Select the Mapping radio button.
A new price mapping row appears.
b.Select the original price type(s) that you want to map from the 'Price Type Source' field.
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Information
The 'Price Type Source' field contains every price type that exists.
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c.Select the price type that you want to map the original price types to from the 'Price Type Destination' field.
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Information
The 'Price Type Destination' field contains all of the price types associated to the event(s) selected in the 'Event To' field.
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d.For every price type that you want to map to a new destination, click '+ Add Price Mapping' and repeat the process from Step 2.
e.Click 'Apply'.
A window confirms that the renewal was updated.
f.Click 'OK'.
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Hint
If you are only mapping some of the source price types to new destinations, it is not necessary to map the unchanged price types.
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When Supplied is selected, you can select the number of admissions per price type that will be included in the offer. The price types from the destination event/bundle will be used.
a.For every rule that you want to add, repeat the process from Step 5.
b.Click 'Create' or 'Apply' to save your changes.
A window confirms that the renewal was updated.
c.Click 'OK'.
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