Create an Exchange Fee Product
Select Products on the left hand side and then New Product
Add Details
Name
Description
Type - select Digital from the dropdown
Image - jpg or .png image (no larger than 1MB)
Inventory - Set a stock level of the product or select Unlimited inventory
Standalone - Leave this unchecked
Tags - for internal use, these will appear in your Product list
External ID - for internal use, a unique identifier for the product
Voucher Settings - enter Voucher Name and Days Valid For (how long you would like the Voucher to be valid until it expires)
Submit your product
Create a Price Table
Select the Prices tab and New Prices
On the pop-up, enter the following details:
Name
Description
Tax Rate - select from the dropdown
Add Band
Select New Band
Enter a name
Select a colour from the chart
Add Variants
Select New Variant
Enter a name
Enter the price for your Variant
Add Channels
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
Publish the Price Table
Save and Review Price Table
Once you're happy with the details, click Publish & Make Active
Product Visibility
Manage Channel
On the Visibility tab select which Channels the Product will appear for
Click Update
Create Visibility Rule
If you'd like the Product to appear for return transactions only:
Create Ruleset - on the Visibility tab on the product, scroll down and enter the following:
Name
Description
Type - select All Rules must apply
Select Rules - select the following from the dropdown options:
Transaction
type
is
Return
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 product
On the Product page, click the Settings tab
Click the pencil icon on your chosen Delivery Method
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
If you have a Ticket/Receipt Template to send, attach it to your Delivery Method by selecting it from the drop-down
Save Print Rules to complete set-up
In Box Office
On the Order page, scroll down to Items
Click Actions and then Exchange
NOTE - This can only be done for Completed Orders
On the pop-up, select which Purchase Flow (if set-up) and Channel you would like to put the Refund through
Click Save to proceed
Once you select your Channel, the new Child transaction will be in basket
On the Products page, add the Exchange Fee Product which has now appeared for your Exchange basket
Click Continue to check basket before completing payment/transaction