Order Window

The Order window displays all information about an Order. The buttons on the left of the window change the view. When a button is clicked the view changes but the order stays the same. This allows for the purchase of tickets, donations and memberships in one order. Once an order is complete it can be opened to view, edit or add payments, purchases, taxes and more.

Parts of the Order Window

To go to Season Subscription Management, click here.

	Ribbon Bar. The selection icons in the ribbon bar change depending on the button selected on the left side of the order window. See each section for more information on the buttons available.
	Buy, exchange or refund tickets in the order. For more information on the Orders Tickets window, click here. To Add tickets to an existing order, click here. For more information on Ticket Management, click here.
	Edit any fees associated with the order. For more information on the Orders Fees window, click here. To Add fees to an existing order, click here. For more information on the Fees Tables, click here.
	Edit any donation in the order. For more information on the Orders Donation window, click here. To go to Donation Management, click here.
	Edit any pass or gift certificate in the order. For more information on the Orders Passes G.C. window, click here.
	Edit any resource in the order. This function is not yet available.
	Edit and or book tickets for any subscription packages in the order. For more information on the Orders Season window, click here. To go to Subscription Management, click here.
	View the facility management portion of the order. this function is not yet available.
	Makes payments for the balance of the order. For more information on payments, click here.
	Displays the current balance on the order.

Orders - Tickets Window

To open the Orders Window to the tickets tab, you can either:

1. Click the New button or the Open button in the Orders tab, or
2. The Tickets button in the Ticket tab. Clicking the Tickets button opens a flyout menu. Click here for more information.

The Order window opens:

Parts of the Order Tickets window are

Ribbon Bar

	Switch to Calendar View.
	Transfer the order to another patron.
	Adds the currently selected play to the 'buy' list.
	Removes the currently selected play from the 'buy' list.
	Clears all plays from the 'buy' list.
	Shows the sales notes for the currently selected plays.
	Goes to the next phase of reserving tickets for the selected performance.
	Releases all the held tickets on the selected performance.
	Select a performance and then click "New Performance" to create a new performance date.

Tabs

The Tabs portion of the window is where you add or edit tickets. It consists of:

Performance Selection	Performances are displayed in the Performance Selection tab of the Order window. Once a patron is selected and the buy button clicked, the performances to be purchased can be selected. Once a performance is selected, it appears in the bottom portion of the selection pane. Click here for more information on this tab.
Seat Selection	For performances, the seat selection window displays a map of the venue. Click here for more information. For Courses, a different window is displayed. Click here for more information on Courses.
Ticket Review	The ticket review tab displays the ticket(s) selected in the seat selection and gives you a number of options. These are:
	This opens the ticket detail window and its functions. Click here for more information.
	Click the button to reset the ticket status back to its original state.
	Allows you to exchange tickets for the patron. Click here for more information.
	This button indicates that the selected ticket(s) will be refunded.
	Clicking this button confirms and processes imediately the indicated ticket sales, excahnges or refunds.
	Exports the higlighted records.

Orders - Fee Window

Fees are are extra costs that can be added to (or removed from) each Order in various stages in its lifecycle. There can be 'order', 'exchange'. 'mailing', subscription', etc. fees. Usually fees are in the form of service charges or taxes.

Clicking the Fee button opens the fee page in the Order Window.

• To refund a fee from an order, click here.
• To add a new fees to your fee table or edit the existing in your fees table, click here.
• To add a new fees to an order, click here.

Parts of the Fee Window

	Ribbon Bar.
	Transfer the order to another patron.
	Opens the Fee Detail dialog to determine how a fee will be calculated or applied to the selected item. To add a new fees to an order, click here.
	Opens the Fee Detail dialog to determine how a fee will be calculated or applied to the selected item. To add a new fees to an order, click here.
	Deletes the selected order fee. To delete a fee from an order, click here.
	Exports the selected record.

Orders - Season Window

When working in the Order window, it is possible to subscribe a patron to a Season Package, and book the seats for the patron on the same order along with other purchases.

Clicking the Season button, opens the Season page in the Order window.

• To subscribe a patron to a season package through the order window, click here.
• For more information on the Subscription Management module, click here.

You can download the Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icons.

For Quick Reference Information on Donations, You can download:

For Quick Reference Information on Donations, You can download:

Quick Reference Guide (pdf)

Cheatsheet (1 page pdf)

Screencast

Orders - Payment Window

The payment window is used to record the payment method, enter a reason why the patron purchased the tickets, initiate invoicing, print tickets, and record detailed order notes. Each time tickets are sold, a donation is made or a membership purchase a unique Order Number is created. This number is displayed on the title bar of the Payment Window. For more information on the Payment Window click here.

Clicking the Payment button, opens the Payment page in the Order window.

• To make a payment through the order window, click here.
• For more information on the Payments module, click here.
• Fro more information on the Payments Window, click here.

Orders - Adding a Ticket to an Order

1. Find the Patron wishing to add tickets to an alread existing order.

   Click Here to learn how to find Patrons.

2. Click the Ticket tab.

   Locate a ticket already in the order. Click on the ticket to highlight it.

   

3. Click the Add Tickets button.

   The Order window opens.

   

4. Choose the event to add tickets, and click the Seat Selection tab.

   The Seat Selection window opens. The seats already a part of the order will appear in red.

   

5. Select any additional seats, as needed.
6. Click the Payment button.

   Process the payment and complete the transaction. The new tickets are purchased and added to the existing order.

Orders - Adding a Fee to an Order

1. Find the Order you want to add the fee to.
2. Click on the Orders Tab in the Patron Window.

   Select the order single clicking on it.

   

3. Click the Open button. The Order Window for the selected order opens.
4. Click the Fee button.

The Fee window opens with the selected order.

5. Click the New button.

The Fee Detail window opens.



6. Make the fee type selection from the drop down list.

To add a new fees to your fee table or edit the existing fee in your fees table, click here.

Each Fee Type is associated with an existing calculation, however you can make additions and changes.

7. When you have completed your additions and changes, click the Save button.
8. Click the close button. The fee you have just entered will be added to the Fee window.

Orders - Adding a Payment to an Order

1. Find the Patron with an outstanding balance.

   Click Here to learn how to find Patrons.

2. Click on the Orders Tab in the Patron Window.

   Select the order with the outstanding balance by single clicking on it.

   

3. Click the Payment button.

The Payment Window will open allowing you to make a full or partial payment.

Click Here for more information on the different payment options.

Orders - Transferring an Order to Another Patron

If an order has been made through the wrong patron you can transfer the order and all payments to the correct patron through the Orders Window.

1. Find the Patron with the order to be transferred.

   Click Here to learn how to find Patrons.

2. Click on the Orders Tab on the Patron Window.

   

3. Find the order(s) which you would like to transfer and highlight it.

   Do this by single clicking the order for multiple orders hold the <ctrl> key while clicking the orders.

4. Click the Transfer button.

   This will open the Transfer Order window.

   

5. Click the Patron button.

   Use the Contact List to locate the patron to transfer the order to. Single click on the patron the order will be transferred to.

   

6. Click the Select button.

   The selected patron information will now appear in the transfer order window.

   

7. Click the Transfer button.

   A Confirmation Window will appear.

   

8. Click the Yes button.

   The order is now transferred to the selected patron.