Downgrade a Unit Wash Subscription Plan from Portal

Use these steps to downgrade an existing customer's unit based manual recharge (UBMR) wash subscription to a less expensive UBMR wash subscription from the Patheon Portal application.

1. Log in to Patheon Portal.
2. Select Configuration.

1. Select Customers. The Customers panel opens.

1. Locate the customer that's downgrading to a less expensive unit wash subscription.
2. Select the customer’s name. The Customer Details panel opens.
3. Navigate to the Plans section.
4. Select the edit function for the unit wash subscription that is being downgraded. The Plan Details panel opens.
5. In Name* select the new unit wash subscription.
6. Select Save. The Confirm Plan Change dialog opens.

1. Select Add to Order. The Confirm Plan Change dialog closes and the Order Confirmation panel opens.
2. If a discount code applies, expand Apply Discount, enter the code, and select Apply.
3. Select Terms and Conditions if the customer agrees to the new plan's conditions and requirements.
4. If the plan is configured to provide a refund and one applies, under Payment, select the card to which the refund should be processed.
5. Select Refund. The sale is processed to the selected payment card.