Upgrades and downgrades management

You can manage a subscriber's product from the offers tab. From this tab, you can:

• upgrade a subscription

• downgrade a subscription

Navigation

To view the offers tab, perform a subscription search, and then select the offers tab.

Upgrade a subscription

To upgrade a subscription:

1. Select the change offers button. The upgrades/downgrades grid will appear.

2. Select the upgrades tab and choose when to perform the upgrade: Immediately, Next Publishing Date, or Select a date. If selecting a date, use the calendar icon to pick a date.

3. Choose an offer from the list. The arrow button expands to display more information about the offer. (If the upgraded offer requires a delivery address or if the billing address is not routable, address fields will appear. Fill them in.)

4. Confirm the disclaimer with the subscriber and check the disclaimer box.

5. Select the upgrade offer button. The upgrade is processed in real-time with the circulation system.

Downgrade a subscription

To downgrade a subscription:

1. Select the change offers button. The upgrades/downgrades grid will appear.

2. Select the downgrades tab and choose when to perform the downgrade: Immediately, Next Publishing Date, or Select a date. If selecting a date, use the calendar icon to pick a date.

3. Choose an offer from the list. The arrow button expands to display more information about the offer.

4. Confirm the disclaimer with the subscriber and check the disclaimer box.

5. Select the downgrade offer button. The downgrade is processed in real-time with the circulation system.

Current products grid

Term	Description
Product	The name of the product offer.
Price	The amount the subscriber pay's for the product.
Quantity	The number of offers subscribed to.
AddOn	Indicates whether the offer has any additional services.
Taxable	Indicates whether the product is taxable.
Delivery method	Method of publication delivery. Options: Route Mail Online Mixed Hybrid
Start date	Date of when subscriber began service (MM-DD-YYYY).
Stop date	Date of when subscriber ended service (MM-DD-YYYY).

Upgrades/downgrades information

Term	Description
Offer ID	The offer's identification number.
Internal name	The offer's internal description.
Confirmation name	The offer's confirmation name.
EZ pay	Indicates whether the offer supports automatic renewal.
Quantity	Indicates the number of products.
Title	In the expanded details, the name of the offer.
Body	In the expanded details, the description of the offer.
Price	In the expanded details, the price of the offer.

The information displayed in this tab returns in real-time from our circulation databases. You must have NCS Circ 2018.5 or greater for current integration.