To generate item barcodes for an order, follow the simple steps below
NOTE - if an event has a Delivery Method with Print Rules set up, you do not have to use the Generate Barcode option on an order unless you want to generate a new barcode. The Print Rules on an event and products will handle automatically generating a barcode.
1. Find Order:
a) Use the Search bar at the top of the page and enter the customer name, email address or reference number attached to the order:
b) Or if you have reserved seating, then you can always check which seats have been booked. Once you get this information, go to Box Office and the correct performance; on the venue plan, hover over these seats to check the name attached to the booking:
Right-click on the seat and you'll see View Transaction appear - click this and the order will appear on a new tab for you:
2. Generate Barcode:
a) On the Order page, click Barcode - NOTE, the order status (shown in the top left of the Order page) must show as Complete for the Barcode button to be available:
b) On the pop-up, select and the barcode will be generated. You can check that the new barcode has been generated by using the Transaction Items list on a performance (see step 3, below)
c) Want to email this barcode/ticket to the customer? Select Email Order:
On the pop-up, select:
- Email Template - select which template from the dropdown you want to be used for the email
- Delivery Method - select which template from the dropdown for the transaction items
- Attach Ticket Template - attach the template associated with this Delivery Method
d) Click Save and the newly generated barcode will be resent to the email that is attached to the order
3. View Barcode Generated Tickets for a performance:
a) Select Events and click into your Event
b) Click into the performance
c) Click View Transactions to see a Transaction Items list for that performance:
d) All items with generated barcodes will show a date and time that the most recent barcode that has been generated in the Barcode Generated At column. If this field is empty for the item then it means the barcode has not yet been generated:
TROUBLESHOOTING:
Why can't I find my order?
If you are using the Search bar to find your Order, you need the customer name, email address, event name or reference number. If the order doesn't appear after this, then you may need to check that the details are correct.
If you are using the Orders page, then you may have it in the wrong filter. Use the Filter bar to ensure that the Complete box is ticked.
Do I need to generate barcodes separately for every ticket?
No, not if there are Print Rules set up for the Delivery Method on the event.
You'll then need to select the Delivery Method in the booking flow when putting through an order.
When would I need to generate barcodes separately?
If a customer says that they haven't received their tickets then you may want to generate a new barcode and resend them the ticket. Doing this ensures that the existing barcode that was originally sent out can't be used, preventing any potential fraudulent use.
There may also be instances where Print Rules have not been set up yet for the Delivery Method, and/or some orders where you do not want to add a Delivery Method or customer details. In which case you will need to generate the barcode and send out tickets after the order has been completed.
How do I change the email attached to an order?
By editing the email on the Customer profile. If you click on the customer's name/email on the top left corner of the order page, you'll get taken to the Customer profile where you can edit the email address as well as their other details.
For more info about managing customers, go here.
NEXT STEP: Download and print tickets
Comments
0 comments
Please sign in to leave a comment.