Scroll down for the Step-by-Step Guide on how to create, attach and sell products
KEY TERMS & TIPS:
What is a product?
An additional item you can add to the basket when selling tickets.
This can be merchandise, event-specific products such as programmes/playtexts or food and drink.
How do I create a product?
On the Products page, where you can add product info, create a Price Table for it and grant channel access/create visibility rules.
For more info, see our Step-by-Step Guide below.
How do I set the prices for my product?
By creating a Price Table for your Product.
Just like your tickets, you can create a pricing structure in the form of a Price Table - the only difference being that you can only have one band for your product.
It is here where you can also grant Channel access to specific prices, by connecting them to your Variants, and also add your Adjusters and Discounts (if applicable).
For more info about Price Tables, go here.
How do I control who sees my product and when?
Via the Visibility tab, where you can select the channels you want the product to appear for, control Linked Performances (for more info, see below) and create Visibility Rules, in which you can limit the circumstances in which the product can be purchased.
For more info on channels, see here.
How do I link my product to certain performances of my event?
Via the Performances page of your Event and adding them to either individual or multiple performances using the Action bar.
For more info, see step 4 in our Step-by-Step Guide below.
Do I need to link products to performances in order for it to show in the Box Office?
Not necessarily - as long as it has been granted the correct Channel access, it will be available on all performances for those channels once it's created.
However, if you wanted to control exactly which performances you would like it to be available for then you would need to link it via the Performances page of the Event.
If after that you would like to link the product to another event, then you would need to link it to those specific performances as well.
If you need to report on Products sold per performance then you will need to ensure that they are linked to performances. If Products are not linked to performances, it will not be able to report on Products sold per performance.
For more info, see step 4 in our Step-by-Step Guide below.
How can I control the amount of products I want to sell?
You can set an overall stock level on the Product itself or a per-performance stock level via the Performances page of your event.
You can choose to set unlimited inventory on the product if you wish.
For more info, see steps 1 and 4 in our Step-by-Step Guide below.
How do I sell a product?
Via the Box Office page, choosing the event and tickets you want to sell and adding products at check-out.
Products will be available in the purchase flows for the channels that have access to them. After tickets have been selected, products will show at the next step.
For more info, see step 6 in our Step-by-Step Guide below.
Can I exchange a product?
Yes, you just need to have a ticket in your basket in order to do so.
For instructions on how to do this, go here.
Why isn't my product available in Box Office or other purchase flows?
This might be because you haven't granted the correct channel access or it has been unlinked to your performances.
When creating your product, you must enable channel access via the Visibility tab of the product.
Then when creating your prices, Channels have to be given access to your variants in the same way as for tickets. If they're not granted access here, then the product will show in the purchase flow, but will not be available to be purchased as no prices will be available on that channel.
For more info, see our Troubleshooting guide.
What do I need to do before creating a product?
Sign up to a Line-Up account.
Set up your Organisation.
What do I need to have created by this point?
Your Venues.
Your Channels.
Your Adjusters.
Your event by completing the Info page.
Your Performances.
The Price Tables and Price Profiles for your event.
Your Delivery Methods and Opt Ins.
Your Purchase Flows.
STEP-BY-STEP GUIDE:
1. Create a Product:
a) Select and
b) Enter details:
- Name
- Description
- Type - select from the dropdown
- Image - jpg or .png image (no larger than 1MB)
- Inventory - Set a stock level of the product or select Unlimited inventory
- Tags - for internal use, these will appear in your product list
- External ID - for internal use, a unique identifier for the product
c) your product
2. Create a Price Table:
a) Select the Prices tab and
b) Enter details:
- Name
- Description
- Tax Rate - select from the dropdown
c) Add Band:
- Select
- Enter a name
- Select a colour
- Add a description (optional) by right-clicking on Band and selecting
, enter description and then select
d) Add Variants:
- Select
- Enter a name
- Enter the price for your Variant per Band
- Add a description (optional) by right-clicking on a Variant and selecting
, enter description and then select
e) Add Channels to Variants:
- Right-click on a Variant and then select
- Select your Channels and then
- Hover over
to see the Channels that have been added
f) Add Adjusters to Variants (if applicable - if not, skip to step g):
- Right-click on a Variant and then
- Select your Adjusters and then
- Select
to see the Adjusters you've added and their fees for each price
g) Add Discounts (if applicable - if not, skip to step h):
- Select
- Select
- From the pop-up, select your Discount from the drop down (you will need to create your Discount before this step. More info can be found here)
- Select which Variant(s) to apply the Discount to
- Select
and you'll see the discounted price for each Variant
h) Review Price Table:
- Select
- Check the details are correct, including the Inside and Outside Prices for your Variants
- Want to make changes? Select
- Happy? Select
- Want to make changes once it's published? Select
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
3. Manage Visibility - Channels:
a) Select which channels the product will appear on Purchase Flows for
b) Select
4. Link products to performances - would you like to limit which performances this product is available? (If no, skip to step 6):
a) Select the Performances tab on your Event
b) Select next to the Performances you want to link products to or find performances using the Filter bar
c) Select the icon on the Action Bar
d) Select your product from the drop down
e) Select Link to Performances or Link to Performances, with a stock level per performance and then enter the number
f) your product
g) To see linked performances, go back to 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
- Select
on the pop-up to un-link
b) In bulk:
- Select the Performances tab on your Event
- Select
next to the performances you want to link products to or find performances using the Filter bar
- Select the
icon on the Action Bar
- Select your product from the drop down
- Select Remove from Performances
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:
- Name
- Description
- Type - either All Rules must apply or At least one Rule must apply
a) Select Rules:
- Choose either Performance or Transaction
- 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
- Select
7. Choose Print Rules for your Delivery Method:
a) Select the Settings tab
b) Select on your chosen Delivery Method
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 (these will need to be created prior to this step. Go here for more info)
e) Print Rules
8. Selling products via Box Office:
NOTE - products will also be available on purchase flows widgets where there is channel access.
a) Select
b) Select which Channel you'd like to sell tickets/products through
c) Select your Event
d) Select the performance you want to sell tickets for from the calendar
e) Select next to the ticket(s) you want to sell
f) Select to go to your basket
g) Select next to the products you want to add to your basket (NOTE - if you can't see your Product or the price has not appeared, this might be because you haven't granted the correct Channel access or it has been unlinked to that performance. For more info, see our Troubleshooting guide)
h) Select to process payment and customer details. For full Box Office instructions go here
NEXT STEP: Want to make changes to an Order?
Learn how to Exchange Tickets/Products
Learn how to Refund Tickets/Products
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