1. Create an Exchange Fee Product
a) Select Products on the left hand side and then New Product
b) Enter details:
Name
Description
Type - select Digital or Service from the dropdown
Image - jpg or .png image (no larger than 1MB)
Inventory - Select Unlimited inventory
Available for Standalone Purchase? - only tick this box if you'd like to sell the Product by itself
Tags - for internal use, these will appear in your Product list
External ID - for internal use, a unique identifier for the product
c) Submit your product
2. Create a Price Table
a) Select the Prices tab and New Prices
b) On the pop-up, enter the following details:
Name
Description
Tax Rate - select from the dropdown
c) Add Band:
Select New Band
Enter a name
Select a colour from the chart
Add a description (optional) by right-clicking on Band and selecting Band Settings. Enter description and then click Done
d) Add Variants:
Select New Variant
Enter a name
Enter the price for your Variant per Band
Add a description (optional) by right-clicking on a Variant and selecting Variant Settings. Enter description and then click Done
e) Add Channels to Variants:
Right-click on a Variant and then click Manage Channels
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
h) Save and Review Price Table
Click Save and then Review to check details
Once you're happy with the details, click Publish & Make Active
Want to make changes once it's published? Click Duplicate As Draft and make edits to a new version of your Price Table
Once that's edited and published then that will replace the previously published version
3. Manage Visibility - Channels
a) On the Visibility tab select which Channels the Product will appear for
NOTE - if you don't want your Website to have access, then only add your Box Office/Admin Channels here
b) Click Update
4. Create Visibility Rule
For the Product to only appear for return transactions:
a) Create Ruleset - on the Visibility tab on the product, scroll down and enter the following:
Name
Description
Type - select All Rules must apply
b) Select Rules - select the following from the dropdown options:
Transaction
type
is
Return
c) Click Save Ruleset
5. Choose Print Rules for your Delivery Method (optional):
NOTE - You only need to do this if you want your customer to receive a receipt template for this Exchange product
a) On the Product page, click the Settings tab
b) Click the pencil icon on your chosen Delivery Method
c) When would you like the barcodes to be generated for your product?
Immediately - barcodes will be generated once the order is placed
Scheduled - set date and time for the barcodes to be generated
d) Do you have a Ticket/Receipt Template attached to your Delivery Method? Select from the drop-down
e) Save Print Rules to complete set-up
6. Add Exchange Fee Product at Box Office when putting through an Exchange
a) From the order page, click Exchange
b) Select which Channel you'd like to exchange through
c) On the basket page, click the Event title to be taken to the calendar
d) Select the new Performance and Tickets you'd like to exchange to and click Continue
e) On the Products page, add the Exchange Fee Product which has now appeared for your Exchange basket
f) Click Continue to check basket before completing payment/transaction