The Order Summary brings together the group of Transactions that make up an Order and presents them on a single screen. This shows the current state of the Order, excluding Voided and Refunded items, meaning that you see only live items, i.e. what the Customer holds right now.
When you are on this screen you are in the Order Summary View, as opposed to looking at a single Transaction.
From here you can click the Transactions tab to open any individual Transaction. You can view and manage these Transactions, without leaving the Order.
Terminology
Transaction - an individual record of sales activity for Tickets, Products, and other items within a single Transaction
Order - a group of one or more Transactions placed together.
This can include Transactions across different statuses, such as In Basket, Reservation and Complete.
Order Summary - a consolidated view of the current state of an Order, showing only live items. Voided and refunded items are netted out, so the Summary reflects what the Customer currently holds.
Transaction Details - a view of the selected Transaction, displaying the details of that individual sale.
What can I do in the Order Summary View?
See the current state of an Order at a glance
View the Financial Summary for the whole Order
Total
Paid to Date
Refunded
Balance Due
Use the Filter to show only the parts of the Order you want to see
Open a list of every Transaction that makes up the Order
Open any individual Transaction in a side-drawer to view and manage it (hyperlink the Guide)
Review all Correspondence (Email Audit) for the entire Order in one place
FAQs
Do I need to do anything to switch this on?
Do I need to do anything to switch this on?
No. Once the implementation is complete, the Order Summary View will be available automatically for all users who access Transactions in Dashboard. There is no change to your permissions or login.
Who is this for?
Who is this for?
Anyone who accesses a Transaction in Dashboard: Box Office staff, Venue Managers, and Administrators.
Can I still manage a single Transaction on its own?
Can I still manage a single Transaction on its own?
Yes. Individual Transactions are still fully accessible and manageable.
You can open them directly from the Transactions page by clicking the row, or from within the Order Summary View via the Transactions tab.
Learn more - Guide: Viewing & Managing a Transaction
Has anything changed about how Transactions work?
Has anything changed about how Transactions work?
No. The way Transactions behave is unchanged. This update changes how they are presented and accessed, bringing them together under the Order.
Why don't I see voided or refunded items in the Summary tab?
Why don't I see voided or refunded items in the Summary tab?
The Summary tab shows the current state of the Order, meaning only live items.
Voided and refunded items are netted out so you can see at a glance exactly what the Customer holds right now.
Individual Transactions, including any that have been voided or refunded, can be found via the Transactions tab.