To access the Manage Orders tab, you need to have permissions enabled within the "Box Office app" permissions in Users. If you only have access to Sell Tickets, the tab won't be displayed.
Event Selector
Choosing Your Event(s)
You can choose multiple events within the Box Office app. However, there are a few things to keep in mind:
- Selling Tickets: You can only sell tickets for one event at a time. This event is called your primary event.
- Manage Order: You can work with multiple events when managing orders. Your primary event doesn't matter here.
How does it work?
Choose your primary event first. This event will automatically become your primary event for selling tickets.
Any additional events selected will be available to interact with in the Manage Orders tab, but only the primary event will be able to sell tickets. You can also:
- Select multiple events: Check the box next to each event you want to include.
- Change primary event: Tap the pin icon next to the event you want to be your primary event.
- Remove primary event: Tap "remove" to clear your primary event.
- Start over: Tap "Reset" to clear all selected events.
You can observe these behaviors in this video.
Order Lookup
When accessing the Manage Orders tab, you'll see a list of your most recent orders. Each order is displayed as a card containing essential information:
- Event
- Order number
- Order Status
- Delivery method
- Customer name
- Number of tickets and type
- Total paid
- Purchase date
- Payment method
- Quick actions (e.g., pickup, refund, reissue) based on ticket status and delivery method.
Searching for an order
You can search for an order in two ways:
- Manually look up an order
- Use the Stripe reader to swipe, insert, or tap the customer's card.
Manual lookup
You can search for an order using the following information:
- Name
- Customer Last Name
- Order number
- Last 4 digits of Order Number
- Ticker Number
- Also old reissued ticket numbers
- RFID number / UID number
- Last 4 digits of CC
- Note: Doesn't work for Apple Pay (or any digital wallet), since the real credit card number is masked, and we have no way to link it back to the order.
The app uses a "fuzzy search" technique, that helps find results even if they don't match exactly the search term you enter. Its useful for dealing with typos, misspellings of variations in how a word is written.
Card reader lookup
You can also search by using the Stripe reader to swipe, insert, or tap the customer's card. You'll need to first tap on the card button, next to the search bar. This will trigger a modal that will allow the Stripe reader to start listening to any card you swipe, insert, or tap into it.
Once the card is identified, the app will bring up all the orders (within the events selected) related to that card.
Order info summary
When you look up an order, you'll see a summary card displaying the following details:
- Event
- Order Status: Based on ticket statuses
- Success: If all tickets in the order are on purchased status
- Partial Refund: If at least one ticket in the order is on refunded status
- Full Refund: If all tickets in the order are in refunded status
- Chargeback: If at least one ticket in the order is on chargeback status
- Payment Plan: If at least one ticket in the order is on Layaway status
- Order number
- Delivery method: The primary delivery method for the order (note: some orders may have multiple delivery methods, so we only take the first one)
- Customer name
- Ticket breakdown: Number of tickets per type
- Total price paid
- Purchase date
- Payment method
Quick Actions
Order summary cards include quick actions for common tasks:
- Pick Up
- Reissue
- View Order Details - Access a detailed view of the order for more options.
Available actions depend on the ticket status and delivery method.
Quick Action: Will Call Pickups
Pick up is based on Will Call tickets to fulfill either a printed boca ticket or an RFID band. The "Pick Up" option is available when:
- All tickets in the order have Will Call as a delivery method
- All tickets in the order are on purchased status
If these conditions are not met, the "View Order Details" option will be displayed instead. You can then take actions on individual tickets within the order details view.
Quick Action: Shipped Reissues
Reissues are based on shipped tickets to fulfill either a printed boca ticket or an RFID band. Pick Up as a quick action is displayed when:
- All tickets in the order have Shipped as a delivery method
- All tickets in the order are on purchased status
If these conditions are not met, the "View Order Details" option will be displayed instead. You can then take actions on individual tickets within the order details view.
Quick Actions - Order fulfillment options
Tickets can be fulfilled as printed tickets or RFID bands based on system settings. You can find this settings at Client / Event settings -> Manage Orders Settings -> Fulfillment Format.
All clients and events are automatically set to Print Now after creation. You can change this setting if needed at client or even level. Event will always override client level.
Order Details
When you tap on "View Order Details", you'll see a more detailed breakdown of the order. This is divided in two sections:
- Order Section
- Tickets Section
Order Section
When you are at the order section, you'll see information about the order, the transaction, and the available actions. Actions that you can take depend on the order status and the delivery method for each ticket. You will see:
Order information available
- Event
- Order Status: Based on ticket statuses
- Success: If all tickets in the order are on purchased status
- Partial Refund: If at least one ticket in the order is on refunded status
- Full Refund: If all tickets in the order are in refunded status
- Chargeback: If at least one ticket in the order is on chargeback status
-
Lyte: If any ticket in the order is on:
- Purchased - posted on Lyte
- Purchased - transferred through Lyte
- Payment Plan: If at least one ticket in the order is on Layaway status
- Order number
- Customer name
- Ticket breakdown: Number of tickets per type
- Total price paid
- Purchase date
- Payment method
Order actions available
You can perform order actions that will affect all the tickets within the order. The available actions depend on the following conditions:
- Order status: All tickets must have the same status.
- Delivery method: All tickets must have the same delivery method.
If these conditions are not met, the only available action at the order level will be to refund. Possible actions:
- Pick up (or Picked Up)
- Re-issue
- Refund
Refunding an order
To refund an entire order using the Box Office app, the following conditions must be met:
- Refund permissions: You must have "Allow to refund" permissions enabled in Legacy.
- Order status: All tickets must be on "purchased" status and have the same delivery method.
If these conditions are not met, the refund button will be disabled, and/or a message indicating that order actions are unavailable will be displayed.
Refunds from the Box Office app are for the full amount paid. Partial refunds are not supported.
Tickets Section
When you are at the ticket section, you'll see information about each ticket listed and the available ticket actions.
Ticket information available
- Ticket Status
- Purchased
- Refunded
- Chargedback
- Purchased - posted on Lyte
- Purchased - transferred through Lyte
- Layaway: If the ticket in the order is on a Payment Plan that owes money
- Void
- Order number
- Customer name
- Ticket breakdown: Number of tickets per type
- Total price paid
- Purchase date
- Payment method
Ticket actions available
You can perform ticket actions that will affect only the ticket selected. The available actions depend on the following conditions:
- Ticket status
- Delivery method
Possible actions:
- Pick up (or Picked Up)
- Re-issue
- Refund
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