Create New Outlets

Creating a new outlet within an existing database:

1. Download the most recent "client" database
2. Restore the downloaded "client" database
3. Log into the "client" database as the Master User
4. Set the System Preferences
   • Licence - Update the Customer License number to include the Outlet Module
   • This process will automatically log you out of the database.
5. If required, update the Daylite company profile with the new customer number (both primary and new outlet)
6. Log into the "client" database as the Master User
7. Using the Developer Tool for License Number creation, increase the 'Number of Department Licenses'
8. If required, update the Daylite company profile with the new number of user licenses
9. Create New Outlet (Setup >> Outlet Preferences)
10. Initialize New Outlet with Values based on Existing Outlet (File >> Import/Export >> Outlet Settings >> Outlet Management >> Create Initial Outlet Settings). These will duplicate/create values based on the existing outlet's data. This is an OPTIONAL step, but it will save you a bunch of setup work if the values will be similar for the new outlet. The process will ask you if you wish to duplicate each section before it will duplicate the data.
    • Tax Rates
    • Code Tables
    • Ticket Faces
    • Chart of Accounts
    • Fee Types
    • Invoice Comments
11. Create New Merchant Account (Setup >> System Tables >> Merchant Accounts) and assign it to the New Outlet. You can also duplicate an existing merchant account and assign it to the New Outlet. Note: This step needs to be completed BEFORE you will be able to create employees for the new outlet.
12. Create New Marketing Records for New Outlet. When the new outlet was created, it created a job listing. These jobs need to be run via Setup >> Batch Functions >> Worker Jobs. Note: This step will take a while to complete and needs to be completed BEFORE you will be able to create employees for the new outlet.
13. Create New Patron for Outlet Administrator (New Outlet)
    • First Name: {Outlet Name}
    • Last Name: Admin
    • Company: {Outlet Name}
    • Title: Outlet Administrator
    • Work Address: Do Not Mail
    • Work Phone: {Outlet Phone}
    • Marketing Flags: Do Not Mail, Email, and Delete
14. Set Patron as Employee for Outlet Administrator (New Outlet)
    • Outlet Administrator: Yes
    • Access ID: admin_{Outlet Name}
    • Employee Initials: ADM{outlet#}
    • Initial Window: Patron Window
    • Transaction Source: Box Office
    • Merchant #: {Outlet Merchant Created Above}
    • Set Login Password
15. Create New Patron for Web Services (New Outlet)
    • First Name: {Outlet Name}
    • Last Name: Web
    • Company: {Outlet Name}
    • Title: Web Services
    • Work Address: Do Not Mail
    • Work Phone: {Outlet Phone}
    • Work Email: tickets@{outlet email domain}
    • Marketing Flags: Do Not Mail, Email, and Delete
16. Set Patron as Employee for Web Services (New Outlet)
    • Outlet Administrator: No
    • Access ID: web_{Outlet Name}
    • Employee Initials: WEB{outlet#}
    • Initial Window: Web Sales
    • Transaction Source: Internet Sales
    • Merchant #: {Outlet Merchant Created Above}
    • Set Login Password
17. Update Existing Master User Patron for System Administrator
    • First Name: System
    • Last Name: Admin
    • Company: {Primary Outlet Name}
    • Title: System Administrator
    • Work Address: Do Not Mail
    • Work Phone: {Outlet Phone}
    • Marketing Flags: Do Not Mail, Email, and Delete
18. Update Existing Master User Employee Account
    • Access ID: admin_system
    • Employee Initials: ADMS
    • Initial Window: Patron Window
    • Transaction Source: Box Office
19. Using the Menu options, duplicate existing data for new outlet for:
    • Invoice Comments - only if you didn't duplicate them already or created the default set of comments
    • Sales Promotions (or have client start creating new Sales Promotions as they need them)
20. Using the Menu options, export any existing data applicable for the new outlet:
    • Venue Maps
    • Venue Pricing Maps
    • Venue Pricing Map Seat Names
21. Log out of database
22. Log into database as the Outlet Administrator for the New Outlet
23. Review Code Tables to assign 'default' values (Setup >> System Tables >> Code Tables >> Set Default button in toolbar)
24. Using Developer Tools, remove any duplicate existing data for new outlet for:
    • Code Tables >> Facility Project Types
    • Code Tables >> Folder Names
25. Using Menu options, Import any applicable data for:
    • Ticket Faces
    • Venue Maps
    • Venue Pricing Maps
    • Venue Pricing Map Seat Names
26. Set default Sales Promotion (Setup >> Sales Promotion >> Set button in toolbar)
27. Update Outlet Preferences
    • Ticket Faces >> Address Ticket
    • Ticket Faces >> Receipt Ticket
    • Web Options >> Enable Web Sales
    • Web Listener >> Set Employee ID for web sales
    • Appearance >> Volunteer fields #1, #2, #3, #4 (Hair Colour, Eye Colour, Vocal Range, Instrument)
    • Appearance >> Volunteer Flags #1, #2, #3, #4 (Dance, Sing, Act, Play Instrument)
    • Box Office >> Why did Patron Buy (for quick cash sales)
28. Assign any existing employees who need access to the New Outlet as Employees of the New Outlet (Outlet Administrators or Normal)

May need to clear some values left behind if you've copied them over from the primary outlet:
update fTaxRates set tr_tax1_ca_seq=0, tr_tax2_ca_seq=0, tr_tax3_ca_seq=0, tr_tax1_def_ca_seq=0, tr_tax2_def_ca_seq=0, tr_tax3_def_ca_seq=0 where tr_d_dept_seq=2

update fFeeTypes set fee_amount=0, fee_active=TRUE, fee_auto_calculate=FALSE, fee_tr_Seq=0, fee_ca_Seq=0, fee_pb_seq_list='' where fee_d_dept_seq=2