Exchange Fee - Products

Scroll down for the Step-by-Step Guide on how to create and use an Exchange Fee Product

KEY TERMS & TIPS:

How do I set up an Exchange Fee?
By creating a product on the Products page, so it will appear in the booking flow to add to the basket when putting through an exchange.

How do I set it to only appear for Exchanges?
By setting a Visibility Rule on the Product page so that it only automatically appears when there are returned items in the basket.
See step 4 in the Step-by-Step Guide below for full instructions.

Do I need to link this Product to performances?
If you want your Exchange Fee Product to be available for all events and performances, then linking isn't necessary.
For more info about performance linking, go here.

How do I add an Exchange Fee to my order?
Once you begin an exchange, you can add the Exchange Fee product to your basket on the Products step of the Box Office flow.
See our step 6 in the Step-by-Step Guide below for full instructions.

How do I hide from the website?
By only adding the Box Office channel to the Product and not your Website channel.
See our step 3 in the Step-by-Step Guide below for full instructions.

STEP-BY-STEP GUIDE:

1. Create an Exchange Fee Product:

a) Select Products on the left hand side and then New Product

b) Enter details:

• Name
• Description
• Type - select Digital or Service from the dropdown
• Image - jpg or .png image (no larger than 1MB)
• Inventory - Select Unlimited inventory
• Available for Standalone Purchase? - only tick this box if you'd like to sell the product by itself
• Tags - for internal use, these will appear in your product list
• External ID - for internal use, a unique identifier for the product

c) Submit your product

2. Create a Price Table:

a) Select the Prices tab and New Prices

b) On the pop-up, enter the following details:

• Name
• Description
• Tax Rate - select from the dropdown

c) Add Band:

• Select New Band
• Enter a name

• Select a colour from the chart

• Add a description (optional) by right-clicking on Band and selecting Band Settings. Enter description and then click Done

d) Add Variants:

• Select New Variant
• Enter a name
• Enter the price for your Variant per Band

• Add a description (optional) by right-clicking on a Variant and selecting Variant Settings. Enter description and then click Done

e) Add Channels to Variants:

• Right-click on a Variant and then click Manage Channels

• Select your Channels and then click Done. NOTE - if you don't want your Website to have access, then only add your Box Office/admin channels here

f) Add Adjusters to Variants (if applicable - if not, skip to step g):

• Right-click on a Variant and then Manage Adjusters
• Select your Adjusters and then Add Selected Adjusters
• Select the arrow dropdown 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 the Discount Mode toggle
• Click Add Variant Discount 
• 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
• Click Done and you'll see the discounted price for each Variant

h) Save and Review Price Table:

• Click Save and then Review. NOTE - you must click Save before leaving the page, otherwise your changes will be lost

• Check the details are correct, including the Inside and Outside Prices for your Variants
• Want to make changes? Click Back to Edit
• Happy? Click Publish & Make Active

• Want to make changes once it's published? Click Duplicate As Draft 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) On the Visibility tab select which channels the product will appear for. NOTE - if you don't want your Website to have access, then only add your Box Office/admin channels here

b) Click Update

4. Create Visibility Rule -for product to only appear for return transactions:

a) Create Ruleset - on the Visibility tab on the product, scroll down and enter the following:

• Name
• Description
• Type - select All Rules must apply

b) Select Rules - select the following from the dropdown options:

• Transaction
• type
• is
• Return

c) Click Save Ruleset

5. Choose Print Rules for your Delivery Method (optional):

NOTE - you only need to do this if you want your customer to receive a receipt template for this Exchange product.

a) On the Product page, click the Settings tab

b) Click the pencil icon on your chosen Delivery Method

c) When would you like the barcodes to be generated for your product?

• 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/Receipt Template attached to your Delivery Method? Select from the drop-down 

e) Save Print Rules to complete set-up

6. Finished set-up? Add Exchange Fee Product at Box Office when putting through an Exchange:

a) From the order page, click Exchange

b) Select which Channel you'd like to exchange through

c) On the basket page, click the event title to be taken to the calendar

d) Select the new performance and tickets you'd like to exchange to and click Continue

e) On the Products page, add the Exchange Fee product which has now appeared for your Exchange basket

f) Click Continue to check basket before completing payment/transaction. For full Box Office instructions, go here for GA and here for Reserved Seating events

NEXT STEP: Want to offer a non-monetary refund? Create a Refund Voucher