The annual rollover wizard

The annual rollover wizard analyzes the prior year's orders, identifies top buyers per sponsorship, and auto-assigns first-rights holders for the upcoming year. It produces a preview before any changes are committed, so you can review and edit before pulling the trigger.

• Make sure last year's events and orders are fully closed and reconciled.

• Confirm this year's sponsorships are created — the wizard maps prior-year sponsorships to current-year equivalents.

• Set this year's renewal windows, or accept the wizard's suggested defaults.

1. Go to Sidebar > Tools > Annual rollover.

2. Choose the prior year as the source and the upcoming year as the target.

3. The wizard analyzes orders and lists each prior-year sponsorship with its top buyers.

4. Map each prior-year sponsorship to its current-year equivalent (or skip if not renewing).

5. Adjust quantities — the wizard pre-fills based on historical purchase volume.

6. Set the renewal window dates (defaults: 30 days from today).

7. Click Preview changes. Review the table of holders that will be created.

8. Click Commit rollover. The wizard creates the holders and transitions sponsorships to first_rights status.

• Run rollover at least 60 days before public sale to give sponsors a meaningful window.

• Use the preview to remove any business that didn't renew their membership.

• Save the preview as CSV before committing — it's a useful audit trail.

Can I undo a rollover?
Yes, within 24 hours, via the Undo rollover button. After 24 hours you'll need to remove holders manually.

What if a sponsor bought multiple of the same sponsorship last year?
The wizard sums their quantity and pre-fills it, but caps at the new sponsorship's inventory.

• Assigning first-rights holders

• Setting renewal periods and expiration