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Replace or Move a Subscription
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Replace or Move a Subscription

Owned by Anthony Fontana
Nov 20, 2023
2 min read

Summary / TL:DR: This article will show you how to move one subscription to another subscription in Advantage. For example, a customer may have a subscription to ABC and now wants to cancel that and get XYZ instead and wants to move the money from one to the other.  This only applies for non-membership upgrades.

These instructions require you to have a control group open. For more on control groups, go here.

How to Migrate, Replace, or Move a Subscription

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the subscription you want to update and then select Subscription Modification

  3. The Choose Modification Operation box will appear, enter MIG for Migrate/replace subscription and click OK

  4. The Migrate Modification dialog box will appear, click OK

  5. Select one of the following options...

a. The Migrate Operation dialog box will appear. Complete the following fields:

Ship-to-Customer

Enter the account number for the new ship-to customer.

Bill-to-Customer

Enter the account number for the new bill-to customer.

b. Click OK

c. A dialog box will appear

d. The Order Recap Display will appear, click Close

a. After adjusting the rate higher, click OK

b. The payments dialog box will appear:

The Amount will fill in automatically with the difference the customer is going to be charged.

c. Clicking Add Card will open the secure payment entry dialog box. complete the following:

Card Type

Select the card type from the list.

Card Number

Enter the card number.

Expire Month

Enter the card's expiration month.

Expire Year

Enter the card's expiration year.

Security Code

Enter the card's security (CVV) code.

Save Card

Choose whether to add the card to keep on file for future payments:
Yes - Will keep the card on file for future purposes

No - Will not keep a record of the card being used for the current purchase.

d. Click Confirm

e. Click OK

f. The Order Recap Display will appear, click Close

If the customer already has the subscription on the account, the Renewal or New Subscription dialog box will appear. Enter if the subscription you are moving to should be a renewal or new subscription. In general, this would be a renewal.

Wrap up

You should now know how to move or cancel a customer from one subscription to another subscription in Advantage.

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