This section describes the general features of the order window that includes ticket sales. If you would like more specific information about ticketing, please refer to ticket sales/management.

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.

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.

• You can make make payments on this window by clicking the Payment Button

In the order window click the Membership button.

• For more information on setting up Pass, G.C. and Member Types click here.
• For more information on buying Passes, G.C.s and Memberships click here.
• For more information on Passes, G.C.s and Memberships details click here.
• For more information on refunding Passes, G.C.s and Memberships click here.

Parts of the Pass / Gift Certificates Window



	Open the online help for Passes.
	Transfers the order to another Patron. Click here for more information on transferring an order.
	Adds a new pass to the order. Click here for more information on adding a Pass or Membership to an order.
	Opens an existing Pass /G.C. Click here for more information.
	Deletes the selected Pass / G.C.
	Prints the selected Pass / G.C.
	Exports the selected Pass /G.C.

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

	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.

Donations can be added to any order and they can be added, modified or removed depending on the need.

Clicking the Donation button opens the Donation page in the Order Window.

Parts of the Donations Window

	Open the online help for Donations.
	Transfers the order to another Patron. Click here for more information on transfering an order.
	Adds a new donation to the order. Click here for more information on adding a Donation to an order.
	Opens an existing donation. Click here for more information on Donations.
	Deletes the selected donation.
	Prints the selected Donation.
	Exports the selected donation.

This can be:

• merchandise you buy for resale (like t-shirts, CD's etc)
• items that you rent for a time period such as costumes or rooms. If the item is a rental, you'll be asked for the time it will be rented - and TM will check to see that it is available (think old fashioned video rentals)
• etc

Start by clicking on the 'resources' button on the order window. as per the image below

Selling The Item

Click 'New' to add an inventory item to the order. There are 3 parts of the inventory/resource sales detail window.

• Item & Quantity
  • Resource enter the resource or merchandise number that you want to sell or rent.
  • Quantity Indicate how many of the items you want to sell or rent to the customer
• Financial
  • Fiscal year enter a value if you want to for this - it is used to track the totals inventory sales on the patron's sales statistics record for that year - normally, you leave it as is
  • Per Unit the price of each item, if you allowed it to be changes on the inventory setup. If not, then this is the fixed price of the item.
  • Discount is you want to discount the item prior to sale
• Associations to display on Calendars

  For merchandise, you would not enter anything here. if you were renting something that is associated with an event, venue or performance and you want to have this item show up a being used for a certain time frame, you can select the calendars here. For example, if somebody is renting the grand piano, you can enter the venue it will be in.

  • Venue the venue that the rental item will be located in
  • Event the event that the rental item is associated with
  • Performance the actual performacne that the rental item will be used for, if not for an entire event.

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.

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

For Quick Reference Information on buying a Season Subscription from the Order Window, You can download a Quick Reference Guide, Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icons.

The History window displays details of the transactions. These include the date the transaction was create or updated, journal numbers, transaction descriptions and a Theatre Manager code representing the type of transaction.

In the order window click the History button.

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