To create an order, complete the following:
- Open the Customer Services application from the AudienceView Desktop.
- Select the Order tab.
The Order|Search page appears.
- Click 'Create New'.
The Order|Summary page appears. For more information, refer to Customer Services - Order|Summary Page.
- Add the appropriate items to the order:
| If you want to add |
Then |
| admissions or admissions requests to the order, |
Select the Seats tab and search for the performance(s) you want to add to the order.
For more information, refer to Making Seat Selections or Performance Seating Requests. |
| bundles or bundle requests to the order, |
Select the Bundles tab and search for the bundle(s) you want to add to the order.
For more information, refer to Selling Bundles or Customer Bundle Requests. |
| miscellaneous items to the order |
Select the Miscellaneous Items tab and search for the miscellaneous item(s) you want to add to the order.
For more information, refer to Selling Miscellaneous Items. |
| gifts to the order, |
Select the Gifts tab and search for the gift that you want to add to the order.
For more information, refer to Adding a Gift to an Order. |
| gift certificates/cards to the order, |
Click 'Add Cert/Card' and select the gift certificates/cards that you want to add to the order.
For more information, refer to Selling Gift Certificates and Gift Cards. |
| offers to the order, |
Select the Offers tab and search for the offer(s) you want to add to the order.
For more information, refer to Adding an Offer to an Order Using the Offers Tab. |
 |
Hint
At anytime, click 'Update Details' to view the updated order summary without saving the order. |
- If you want to add a customer or agent to the order, refer to Customers, Agents and Orders.
 |
Information
If there is no customer or agent on the order, the application will not validate the order for customer limits. Your business practices may prevent such orders from being created. |
- Select the appropriate delivery method from the 'Selected Delivery Method' dropdown.
For more information on delivery methods, refer to Delivery Methods.
- Enter any additional order details into the applicable fields of the order summary section.
For more information, refer to Additional Fields Section.
- Add the payment information to the order.
For more information, refer to Handling Customer Payments.
- Click 'Create'.
A window confirms that the application created the order.
|
Hint
To cancel an order before you process a payment or to save the order, click 'New Order' or 'Next Customer'. Once you process a payment or save the order, it can no longer be cancelled. |
- Click 'OK'.
- If you need to print items on the order (e.g. tickets, gift certificates/cards), click 'Print'.
For more information, refer to Printing Orders.
- To create a new order, you can click:
- New Order: This creates a new order without resetting any other pages. If you have unsaved changes to the current order, a window prompts you to confirm continuing to a new order. Your system administrator can configure this button so that the customer on the previous order would be assigned to the new order.
- Next Customer: This closes the open order and/or customer and opens the Seats|Search page with your last search results. If you have unsaved changes, a window prompts you to confirm continuing to a new customer. The application will reset all customer, order, gift certificate and/or donation pages, including searches; however, performance, bundle and map sales searches will remain.
|
Information
To quickly sell tickets by completing a minimal amount of order details, refer to Using Quick Sales. |