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 following options to find an order:
- Select and use the Filter bar to find all complete orders
- Use the Search bar at the top of the page and enter the customer name, email address, event name or reference number attached to the order
- Via the Performances page of the event, click into the individual performance and select . You will then see a full Transaction Items list for that performance where you can click into each order
2. Generate Barcode:
a) On the Order page, select - NOTE, the order status (shown in the top left of the Order page) must show as Complete for the Generate 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 to the customer? Select and 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) options 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 and click into your Event
b) Select on the performance
c) Select 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
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: Want to make changes to your Order?
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