Order Tab

The order tab allows the user to view a summary of all previous purchases the patron has made.

For more information on Order management, click here.

You an also select one or more orders and right click on then to perform some of the functions below.

One of the important ones is the ability to rebuild order balances. This will:

  • recalculate any balances that look to be errant on the patron record
  • recalculate the overall patron balance
  • Allocate payments to amount paid for donations, tickets, passes, etc on the order

 

Parts of the Orders Tab

Order A unique number used to define the order.
Date Date on which the order was made.
Tix Qty Number of tickets in the order.
Tix Amount Value of the tickets in the order.
Donation Amount Value of the donations in the order.
Membership Amount Value of the memberships in the order.
Fee Total Value of the fees in the order.
Order Total Combined total value of the donation.
Balance Displays the amount the patron owes.
Final Date Due Date which the outstanding balance on the order is due.
Outlet The number representing the outlet responsible for the order.
Opens a new order window. For more information, Click here.
Opens the selected order. For more information, Click here.
You can
After placing an order for a patron, an invoice for the order can be created and printed from the patron window. Click here for more information.
Transfers the selected order to another patron including payments. Click here for more information.
Opens a print dialog, to print the selected order.
Opens the Transaction history record for the selected order. Click here for more information.
Include Closed Orders This box should be checked to show orders which have received payment and been closed.

Order Tab - Transaction History

The Transaction History window is used to review transactions associated with a Patron. This window displays details of the transaction. These include the date the transaction was create or updated, journal numbers, transaction descriptions and a Theatre Manager code representing the type of transaction.

Use the search drop down to specify the type of transactions to display. Uncheck the include boxes to limit the view of the transaction.

Parts of the Transaction History Window

This function is not available in this window.
Opens the Transaction Detail window for further detail about the transaction.
This function is not available in this window.
This function is not available in this window.
Prints a copy of the information in the window.
Exports the information in the window for importing into another program.
Opens the Patron record of the patron associated with the transaction.
Attempts to unpost the transaction where applicable. This function is not yet available
Creates a reverse debit or credit for the transaction. This function is not yet available.
Analyzes the TS transactions to verify that they are in balance.
A drop down menu of the available search functions.
Initiates a search based on the parameters in the To and From fields.
Include The items checked will be included in the search. Uncheck an item to remove it from the search.
Seq. # The sequence number of the transaction.
Trans. Date The date of the transaction.
Journal No The journal number of the transaction.
Code The transaction code associated with the transaction.
Transaction Desc A description of the transaction.
Order # The order number the transaction was part of.
Play The event the transaction is associated with.
Performance The performance the transaction is associated with.
Description of Entry An entry description.
Debit The amount of the debit associated with the transaction.
Credit The amount of the credit associated with the transaction.
User The user who handled the transaction.
Qty The quantity of items in the transaction.
Total The total of the transaction
First Name The first name of the patron associated with the transaction.
Last Name The last name of the patron associated with the transaction.
Company The company associated with the transaction.
Patron # The patron number associated with the transaction.
Campaign The donation campaign associated with the transaction.
Description A description of the donation campaign.
Promotion The promotion that used with the transaction.
Group The report group of the promotion.
Merchant The merchant that was used to process the transaction.
Event Title The event title associated with the transaction.
Event Code The event code associated with the transaction.
GL # The general ledger number associated with the transaction.
Fee The fee associated with the transaction.