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Guide: Create a Voucher

Follow the steps below to create a Voucher Product

Create a Voucher Product

  1. Select Products on the left hand side and then New Product

Add Details

  1. Name

  2. Description

  3. Type - select Voucher from the dropdown

  4. Image - jpg or .png image (no larger than 1MB)

  5. Inventory - Set a stock level of the product or select Unlimited inventory

  6. Available for Standalone Purchase? - tick this box if you'd like to sell the Voucher product by itself

  7. Tags - for internal use, these will appear in your product list

  8. External ID - for internal use, a unique identifier for the product

  9. Voucher Settings - enter Voucher Name and Days Valid For (how long you would like the voucher to be valid for until it expires)
    ​

  10. Submit your product

Create a Price Table

  1. Select the Prices tab and New Prices

  2. On the pop-up, enter the following details:

    1. Name

    2. Description

    3. Tax Rate - select from the dropdown

  3. Click Submit and you'll get taken to your Price Table
    ​
    ​NOTE - If you make any changes to your Price Table then you must click Save before leaving the page, otherwise changes will be lost. See below for how to add to your table
    ​

  4. Add Band:

    1. Select New Band

    2. Enter a name

      Screenshot 2023-11-14 at 14.29.24.png

    3. Select a colour from the chart

      Screenshot 2023-11-14 at 14.30.08.png

    4. Add a description (optional) by right-clicking on Band and selecting Band Settings, enter description and then click Done. This description will then appear if you hover over the lines icon on the Band

      Screenshot 2023-11-14 at 14.32.31.png

  5. Add Variants:

    1. Select New Variant

    2. Enter a name

      Screenshot 2023-11-14 at 14.36.23.png

    3. Enter the price for your Variant per Band

      Screenshot 2023-11-14 at 14.37.46.png


      ​NOTE - All prices are automatically set to n/a ('not applicable').
      If you'd like to there to be no price for a Variant/Band then you can keep it as n/a, otherwise you'll need to enter a price in the cell in order for it to appear for the customer
      ​

    4. Add a description (optional) by right-clicking on a Variant and selecting Variant Settings. Enter description and then click Done

  6. Add Channels to Variants:

    1. Right-click on a Variant and then click Manage Channels

      Screenshot 2023-11-14 at 14.40.41.png

    2. On the pop-up, either click the dropdown and select Channels, or type into the search box to find a Channel. Click Done to add to Variants

      Screenshot 2024-02-23 at 13.00.01.png

    3. Hover over the channel icon to see the Channels that have been added

      e9498864-bfc5-40cd-ab7d-32ec32e0e62c.png

  7. Add Adjusters to Variants (if applicable):

    1. Right-click on a Variant and then Manage Adjusters

    2. Select your Adjusters and then Add Selected Adjusters

      Screenshot 2023-11-10 at 15.03.24.png

    3. Select the arrow dropdown to see the Adjusters you've added and their fees for each price

      d32401fb-0ead-46d8-8f52-beb0e369e06f.png

  8. Add Discounts (if applicable):

    1. Select the Discount Mode toggle

    2. Click Assign Discounts

    3. From the pop-up, select your Discount from the drop down (you will need to create your Discount before this step)

    4. Select which Variant(s) to apply the Discount

    5. Click Done and you'll see the discounted price for each Variant

    6. To add Adjusters, right click on the Discount Variant and click Manage Adjusters

    7. To override a Discount/Adjuster price for a Variant, enter the new price for the discounted Variant per Band in the price cell

  9. Save, Review & Publish Price Table:

    ​NOTE - You must save any changes you've made before progressing. If you Review & Publish without saving, the changes will not be saved/published

    Screenshot 2024-05-03 at 16.02.42.png

    1. Click Review

    2. Check the details are correct for your prices, including the Gross, Tax and Net figures

    3. View a specific Channel, select your Channel at the top of the page

    4. If you want to make changes, click Back to Edit

  10. Happy? Click Publish & Make Active

    Screenshot 2024-05-03 at 16.01.46.png

  11. Want to make changes once it's published? Select Click Duplicate As Draft and make edits to a new version of your Price Table

  12. Once that's edited and published then that will replace the previously published version. To view all versions of your Price Table - Draft, Archived and Active versions - click the dropdown on the top left, next to the Price Table title

Visibility

Channels

  1. On the Visibility tab which channels the product will appear for

  2. Click Update

Performance Linking

Once the Product is created and is on your Price Table, it will be available for all Performances on your Events. If you want to limit to specific Performances, follow the steps below.

NOTE - when creating new Performances or different Events and you want the Product to be available, you'll either need to repeat the process below for those Events or remove the Product from all Linked Performances.

  1. Select the Performances tab on your Event

  2. Use the Filter bar if you're looking for specific Performances

  3. Select the Product icon on the Action Bar

  4. Select your Product from the drop down

  5. Select Link to Performances or Remove from Selected Performances and click Submit

  6. To see linked performances, go back to the Products page and select your Product

  7. Select the Visibility tab and scroll down to Linked Performances. You will then see the list of performances that have been linked to the Product

Create Visibility Rules

NOTE - if you would like to create a Refund Voucher, you may want to add a Transaction Type Rule. See our Refund Voucher Guide for full instructions.

  1. Create Ruleset - on the Visibility tab on the product, scroll down and enter the following:

    1. Name

    2. Description

    3. Type - either All Rules must apply or At least one Rule must apply

  2. Select Rules

    1. Performance - so that the Product only appears for certain Performances, select the following options:

      1. Choose Performance

      2. Choose from Start Date, Start Time, Tag or Day of the Week

      3. If Start Date or Start Time - choose from is, is greater or equal to or is less than or equal to

      4. If Tag - select is and then enter/select your Tag

      5. If Day of the Week - select day from the drop down

        Screenshot 2024-12-18 at 15.39.52.png

    2. Transaction - so that the Product only appears for a certain type of Transaction, select the following options:

      1. Transaction

      2. type

      3. is

      4. Sale or Return

        Screenshot 2024-12-18 at 15.40.59.png

        ​

    3. Price Band - so that the Product only appears for certain Price Bands , select the following options:

      1. Price Band

      2. Name

      3. is

      4. Enter the name of your Band, e.g. VIP Dining

        Screenshot 2024-12-18 at 15.43.59.png

  3. Click Save Ruleset to apply rules

Activate Print Rules on the Delivery Method

  1. Click the Settings tab

  2. Click the pencil icon on your chosen Delivery Method.

    NOTE - If you want to sell the Product as an upsell, make sure you activate Print Rules for the same Delivery Method that's been activated on the event.

    Screenshot 2024-07-10 at 14.57.32.png

  3. When would you like the barcodes to be generated for your tickets?

    1. Immediately - barcodes will be generated once the order is placed

    2. Scheduled - set date and time for the barcodes to be generated

  4. If you have a Ticket Template attached to your Delivery Method, select from the drop-down
    ​

    NOTE - these will need to be created prior to this step and will need to have Product Merge Tags in order for the right info to appear for the customer.

  5. Save Print Rules

    1. The Delivery Method will then show as Active in the Status column on the Settings page

      Screenshot 2024-07-10 at 15.58.46.png

  6. If you want to deactivate a Delivery Method, click on the pencil icon and then on the Print Rules page, click Deactivate

Screenshot 2023-11-14 at 15.07.40.png
Related Articles
Guide: Create & Manage a Price Table
Guide: Create a Basket Validation Rule
Guide: Refund to Voucher
Guide: Exchange Fee Product
Guide: Create a Product
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