How to change the inventory unit in a subscription?

If you want to swap an inventory ID with another inventory ID, the periods need to match.

There are essentially two ways of doing it.

Alternative A: Create a new order

Let the customer make a new order with todays date. Allocate the inventory to the order when the order comes in. Close and end the old order. This is a very clean way, but requires the customer to log in and make a new order.

Alternative B: Change the inventory within the order and let the subscription payment run.

1. Set the current product inventory rental end date to today and set the delivery status to closed to free up the inventory ID and remove it from the customer my page.
2. Add a new product from the date and then put end date in subscription future (1 year/10 years) and assign the new inventory ID.
3. Balance price: As you added a product in step b. The system will think you have a new rental and the price will go up to for example 899. However, in a simple swap, we are assuming the price is the same, and you can then balance the price to 0. 1) Go to the last order change in the order, put the order status to reopen to avoid further order changes; 2) add a custom line with a text to explain the change such as "balance the amount due to assigning ID35 instead of ID57" add a negative -899. 3) Put the order back to booked.
4. You now have an order as below.
5. If you have Self-Service Automation with locks or similar, you need to check the status inside the SSG module of that order. The access wil not be automatically revoked so you need to confirm the access status in the SSG portal. If the codes and durations are the same you may not need to do anything, but if they are changing due to a different inventory-ID, you must proceed to step below.

Swapping inventory with Self-Service Automations

Regarding SSG there are 3 operations that you may need to perform depending on the situation:

1) How to revoke the access for an order?

Go to Admin: Self-Service: Search for the order that you want to revoke the access: and delete it.

This is for example when you close and end an order.

2) How to change access duration?

Go to Admin: Self-Service: Search for the order that you want to change the access duration: and edit the time.

This is for example if you have changed the duration time.

3) If you change the Inventory ID and each new inventory ID requires a unique access code and the old code doesn't work, you need to generate a new access code for the order:

Go to Admin: Order: Actions: Send Confirmation: Choose the change order (the order history where the new product was added) that should get the new access.