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Guide: Exchange Fee Product

Follow the steps below to create and sell an Exchange Fee Product

Create an Exchange Fee Product

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

Add Details

  1. Name

  2. Description

  3. Type - select Digital 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. Standalone - Leave this unchecked

  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. Submit your Product

Create a Price Table

  1. Select the Prices tab and New Prices

    Screenshot 2024-05-03 at 15.24.54.png

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

    1. Name

    2. Description

    3. Tax Rate - select from the dropdown

      Screenshot 2024-05-03 at 15.26.53.png

Add Band

  1. Select New Band

  2. Enter a name

    Screenshot 2024-05-03 at 15.27.56.png

  3. Select a colour from the chart

    Screenshot 2024-05-03 at 15.28.44.png

Add Variants

  1. Select New Variant

  2. Enter a name

  3. Enter the price for your Variant

    Screenshot 2024-05-03 at 15.32.22.png

Add Channels

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

    Screenshot 2024-05-03 at 15.45.12.png

  2. Select your Channels and then click Done

    NOTE - if you don't want your Website to have access, then only add your Box Office/Admin Channels here

    Screenshot 2024-05-03 at 15.46.32.png

Publish the Price Table

  1. Save and Review Price Table

    Screenshot 2024-05-03 at 15.48.54.png

  2. Once you're happy with the details, click Publish & Make Active

    Screenshot 2024-05-03 at 15.52.18.png

Product Visibility

Manage Channel

  1. On the Visibility tab select which Channels the Product will appear for

  2. Click Update

    Screenshot 2024-05-03 at 16.08.03.png

Create Visibility Rule

If you'd like the Product to appear for Return Transactions only:

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

    1. Name

    2. Description

    3. Type - select All Rules must apply

  2. Select Rules - select the following from the dropdown options:

    1. Transaction

    2. type

    3. is

    4. Return

      Screenshot 2024-05-03 at 16.17.42.png

  3. Click Save Ruleset

Delivery Method (optional)

NOTE - You only need to do this if you want your Customer to receive a receipt template for this Exchange Fee Product

  1. On the Product page, click the Settings tab

  2. Click the pencil icon on your chosen Delivery Method

  3. Set the Print Rules, attach your Ticket/Receipt Template and click Save

Learn more - Guide: Print Rules - Activating Delivery Methods on an Event

In Box Office

  1. Open the Transaction, click Manage Transaction and then Exchange (or click Manage Order > Exchange on the Order Details View to select items across the whole Order)

    NOTE - This can only be done for Completed Transactions

  2. On the Box Office Settings pop-up, select the Channel you would like to record the Exchange against and click Save

  3. On the Select Items screen, tick the items you want to exchange and click Continue. You are taken to the Box Office Checkout with the items in the Basket as Return items

  4. Beneath the Basket, click Add Products or Vouchers

  5. On the Products page, add the Exchange Fee Product, which now appears because the Basket contains Return items

  6. Click Continue to check the Basket, then choose the new Tickets and complete payment as normal

    Learn more - Guide: Exchanges

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