Sales | Sales | Sales - Reservations
Pre-requisite: configuration of at least a box office type Sales Channel (and point of sales with linked Workstation and Payment Methods), Operators (with sales Profile), and Season's products correctly configured (with proper Activity Profile or Product Profile).
Aim: understanding the most important features of the main sales screen in S360 in order to sell products.
General overview
Sales-Reservation screen is the main and most complete sales screen in S360.
It allows to sell all product families, to contacts as well as anonymous users, to set/change reservations, with full control on ticket delivery options, documents to be sent and payments methods (according to initial configuration).
More specialized sales screens are:
Sales | Sales | Calendar → specific for selling visit passes and for planning
Sales | Quick Sales | With map → dedicated to events with seatmap (with less features, no reservation, etc.)
Sales | Quick Sales | Without map → specific to only events without seatmap (with less features, no reservation, etc.)
Sales | Quick Sales | Touch → special "save-queue" screen optimized for touch screens; available only for a sub-set of product families of the day (or the following one), merchandising, and limited features to boost operational speed
Screen main sections
The screen has many features that can be divided in 10 blocks. Click on the section names below you if you're looking for specif help on one of them.
Contact
This section includes three sub-sections: Search and selection, Contact details, Friends and Family
SEARCH AND SELECTION
The first sub-section will allow you to look for contact, create a new one, and also search for reservation/season tickets
Search. The are four ways:
Contact search: by typing at least 3 digits, or a whole email address, or the contact number (then press return). If your contact search does not produce any result, you can create a new contact. Please see How to create a contact file or Organization | Contacts
Magnifier icon/Advanced search: it will open the main contact search screen. Here more info on how to find a contact.
By reference code: if reference code is set at contact level
By card: it might be season ticket code, RFID, etc.
You can have more contacts. The one with the checkbox ticked will be the File Contact (or main contact). You can set only one File contact.
Contacts may display several icons that will help you understand what type of the contacts they are, loyalty indications, and other possibilities they have in terms of payment, promotions etc. Please see more explanations here: Contact symbols
The button will allow other ways to search and resume orders:
Reservation button/By File: both the main "reservation" button and the first mode of the drop-down list will allow you to search, by file, for reservations, options ans season tickets
By badge number/barcode: you can search by card/season ticket code also by reading a barcode with a desktop optical reader
For [Contact]: by choosing one contact at once you can find existing reservations and season tickets. As well as you input a contact in the contact search, this window will automatically popup in case of pending reservations
CONTACT DETAILS
If the previous Contact box is populated already with a File Contact, the related information will be used to populate these fields.
Address, email and phone numbers can be updated and changed on the fly according to operator privileges, as well as communication means.
FRIEND AND FAMILY
This section will automatically open in case the input contact on previous box have parent or children contacts configured.
You can add a new friend/family contact if needed and also move it to the cart easily.
More info and Friends and family here and here.
Ticket delivery
If the previous Contact box is populated already with a File Contact, the same one will be automatically used for Contact fields:
Mode drop-down menu will display the shipping options available for tickets as well as they are configured in Shipments modes and at product level.
Please note that some shipment modes will require a contact in order to finalize the order, among them: post, electronic/e-ticket, postpone, etc.
Electronic and print@home will also require the contact to have email address and the password properly set on the ticketshop in order to actually collect the tickets on the personal area.
Italian Certification | Specific behaviour
Italian clients using a Certified S-360 license cannot select a shipment mode at product level and will also need to use a tracked payment method (i.e., no cash) to issue ticket electronically.
Address and Email fields will automatically get the information present at contact level (if any, and if a contact is indicated above). They can be updated and changed on the fly according to operator privileges.
Immediate printing option will allow you to define if tickets will be printed as well as the order is paid. However according to the delivery mode this option might be fixed by default.
Please see more info here about the feature Allow reference shipment to be used even when mode is not available
Document shipping
In this section the operators will be able to overview the documents that will be printed or digitally sent to the file contact (if any and if with email address) as well as the order is completed.
Documents are automatically shown if configured in Document to send (organization context). They can be temporarily removed, if the specif order does not require them, by clicking.
Reset button will revert the selection to what originally set by configuration, while Add button will allow to insert a new one from a given set.
Contact origin
This section allows to indicate the geographical origin of your customers even if they are anonymous (so when no contact is selected in the previous sections).
This could be interesting for further analysis or reports of your sales, yet though no contact is linked to them.
File and Product/Advantage selection
On the top of this screen, in case of new file - as well as an item is added in the cart - you'll see the File number. This unique number will be automatically assigned by the system.
You will also see it when resuming an existing file and, since it's possible to resume multiple files at once, you may see either something like
or