Upgrades and downgrades management
Last updated
Last updated
You can manage a subscriber's product from the offers tab. From this tab, you can:
upgrade a subscription
downgrade a subscription
To view the offers tab, perform a subscription search, and then select the offers tab.
To upgrade a subscription:
Select the change offers button. The upgrades/downgrades grid will appear.
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.
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.)
Confirm the disclaimer with the subscriber and check the disclaimer box.
Select the upgrade offer button. The upgrade is processed in real-time with the circulation system.
To downgrade a subscription:
Select the change offers button. The upgrades/downgrades grid will appear.
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.
Choose an offer from the list. The arrow button expands to display more information about the offer.
Confirm the disclaimer with the subscriber and check the disclaimer box.
Select the downgrade offer button. The downgrade is processed in real-time with the circulation system.
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).
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.
