1. Create a Product
a) Select Products on the left hand side and then New Product
b) Enter details:
Name
Description
Type - select from Hospitality, Physical, Digital, Service, Voucher
Image - jpg or .png image (no larger than 1MB)
Inventory - Set a stock level of the product or select Unlimited inventory
Available for Standalone Purchase? - tick box if you'd like to sell the Product as a Standalone item. They can also be sold as part of the ticket buying process.
Learn more - Standalone Products
Tags - for internal use, these will appear in your product list
External ID - for internal use, a unique identifier for the product
Voucher Settings - this will only appear if you have a Voucher product. If you do, enter the Voucher Name and Days Valid For. Learn more about Vouchers
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) 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
d) 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. This description will then appear if you hover over the lines icon on the Band
e) Add Variants:
Select New Variant
Enter a name
Enter the price for your Variant per Band
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
Add a description (optional) by right-clicking on a Variant and selecting Variant Settings, enter description and then click Done
f) Add Channels to Variants:
Right-click on a Variant and then click Manage Channels
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
Hover over the channel icon to see the Channels that have been added
g) Add Adjusters to Variants (if applicable - if not, skip to step h):
Right-click on a Variant and then Manage Adjusters
Select your Adjusters and then Add Selected Adjusters
Select the arrow dropdown to see the Adjusters you've added and their fees for each price
h) Add Discounts (if applicable - if not, skip to step i):
Select the Discount Mode toggle
Click Assign Discounts
From the pop-up, select your Discount from the drop down (you will need to create your Discount before this step)
Select which Variant(s) to apply the Discount to
Click Done and you'll see the discounted price for each Variant
i) To add Adjusters, right click on the Discount Variant and click Manage Adjusters
j) Want to override a Discount/Adjuster price for a Variant? Enter the new price for the discounted Variant per Band in the price cell
k) Review & Publish Price Table:
Click Save after you've made your changes.
NOTE - You must save any changes you've made before progressing. If you Review & Publish without saving, the changes will not be saved/published
Click Review
Check the details are correct for your prices, including the Gross, Tax and Net figures
Want to check for a specific Channel or Discount? Select your Channel and/or Discount Mode at the top of the page
Want to make changes? Click Back to Edit
Happy? Click Publish & Make Active
Want to make changes once it's published? Select 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. 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
3. Manage Visibility - Channels
a) On the Visibility tab which channels the product will appear for
b) Click Update
4. Link products to performances - would you like to limit which performances this product is available?
(If no, skip to step 6)
a) Go to your Event and click the Performances tab
b) Click the box next to the performances you want to link products to or find performances using the Filter bar
c) Select the Product icon on the Action Bar at the bottom
d) Select your product from the pop-up list
e) Select Link to Performances or Link to Performances, with a stock level per performance and then enter the number
f) Click Submit
g) To see linked performances, go back to Products and select your product
h) Select the Visibility tab and scroll down to Linked Performances
5. Want to un-link a product from performances?
(if no, skip to step 6)
a) Individually:
In the Linked Performances section of the product, select
on an individual performance
Click Yes on the pop-up to un-link
b) In bulk:
Go to your event and click the Performances tab
Click the box next to the performances you want to link products to or find performances using the Filter bar
Select the Product icon on the Action Bar at the bottom
Select your product from the pop-up list
Select Remove from Performances
Click Submit to unlink
NOTE - By default a product will appear for all events and all performances. By linking the product to performances it will then only appear for these specific performances. If after that you would like the product to appear for another event, then you would need to link it to those specific performances as well
6. Create Visibility Rules
a) Create Ruleset - on the Visibility tab on the product, scroll down and enter the following:
Name
Description
Type - either All Rules must apply or At least one Rule must apply
b) Select Rules - Performance
So that the Product only appears for certain Performances, select the following options:
Choose Performance
Choose from Start Date, Start Time, Tag or Day of the Week
If Start Date or Start Time - choose from is, is greater or equal to or is less than or equal to
If Tag - select is and then enter/select your Tag
If Day of the Week - select day from the drop down
c) Select Rules - Transaction
So that the Product only appears for a certain type of Transaction, select the following options:
Transaction
type
is
Sale or Return
NOTE - You may want to choose a Transaction type is Return rule for an Exchange Fee Product
d) Select Rules - Price Band
So that the Product only appears for certain Price Bands , select the following options:
Price Band
Name
is
Enter the name of your Band, e.g. VIP Dining
e) Click Save Ruleset to apply rules
7. Activate Print Rules for your Product Delivery Method
a) Click the Settings tab
b) 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.
c) When would you like the barcodes to be generated for your tickets?
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 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.
e) Save Print Rules
f) The Delivery Method will then show as Active in the Status column on the Settings page
g)Want to deactivate a Delivery Method? Click on the pencil icon and then on the Print Rules page, click Deactivate