This outlines how to manage Orders for Events in Back Office and the Events Portal.
Subjects ▼
- What Is Required?
- How To Add Orders?
- How To View Orders?
What Is Required? ▲ ▼
- Ensure at least one staff member has the appropriate Back Office Security Group access to the following Clerk Group Permissions:
- Events > Event Records
- An Event will need to have been created with one or more Sessions.
- An Area will need to have been created that is assigned to one or more of the above Sessions. The Area will also need to have an Account assigned to it.
How To Add Orders ▲ ▼
In Advance Of The Event (ADO) ▲ ▼
An Advance Day Order (ADO) is an Order that is usually made in advance of an Event commencing and can be created via either the:
In Back Office ▲ ▼
An ADO can be created by a Clerk/Staff Member on behalf of a patron. To do this the following is required:
- The patron must must be configured as a Member in Back Office.
- The patron's Member Account must be assigned as an Account Holder and the ADO Account against an Event Session's Area.
Now do as follows:
- In the Events Records screen:
- Select the upcoming Event in the grid for which an ADO Order is to be created.
- Select the Session in the grid for which an ADO Order is to be created.
- Select the Areas button to open the Event Session screen:
- Select the Area for which an ADO Order is to be created.
- Select the ADO/EDO Orders button to open the Area Orders screen.
- An ADO can be created using either one of the following buttons:
Add Button ▲ ▼
- In the Advance Day Orders (ADO) tab select the Add button.
- At the Choose Order Type prompt select the appropriate option.
- Once selected, ensure the new ADO Order added to the grid of the Advance Day Orders (ADO) tab is given an appropriate name.
- Ensure the new ADO Order is selected and then select the Add button in the ADO Order Items section on the right hand side to open the Select Products for Order screen and add one or more items to the Order. Once selected, select the Choose Selected button to add the selected Products to the Order.
- If applicable, add any Surcharges to the Order by selecting the Add button in the Surcharges section.
- Once added, the Surcharges added can be applied to all ADO/EDI Orders listed for the selected Area, by selecting the Apply All button.
Example of the creation of an Advance Day Order (ADO) Order using the Add button.
Basic Invoicing Button ▲ ▼
- In the footer section, select the Basic Invoicing button to open the Basic Invoicing screen:
- Once displayed, it will display the Event Session details in Header section, along with the text Event In Sale, to indicate that this sale is associated with an Event.
- Select the Add Row button to add a row to the grid.
- Select Enter to open the Search Products screen to search for and select a Product.
- Once found and selected, select OK to close the Search Products screen.
- If necessary, select the Add Row button again to add more Products to the grid.
- Once all Products have been added to the Order, select the Tender button to open the Tender screen.
- Finalise the sale and select the Close button to exit the Basic Invoicing screen and return to the Area Orders screen.
- The Order just created will now appear in the Advance Day Orders (ADO) tab with the name BO Invoice.
Example of the creation of an Advance Day Order (ADO) Order using Basic Invoicing.
In Events Portal ▲ ▼
An ADO can be created by a Clerk/Staff Member on behalf of a patron via the Events Portal. To do this the following is required:
- The patron must must be configured as a Member in Back Office.
- The patron's Member Account must be assigned as an Account Holder and the ADO Account against an Event Session's Area.
- The Event Session must have a Portal Status of Attendance or Orders Open.
- The Event Session's Area must have a Catalogue and at least one Menu assigned to it.
Example of the creation of an Advance Day Order (ADO) Order via the Events Portal.
How To Add An Order On The Day Of The Event (EDO) ▲ ▼
An Event Day Order (EDO) is an Order that is usually created while the Event is in progress. An Event Day Order (EDO) can be ONLY be created in Touch. To do this the following is required:
- The patron must must be configured as a Member in Back Office.
- The patron's Member Account must be assigned as the Account Holder and EDO Account against an Event Session's Area.
To do this:
Notes...
This is only possible while the Event Session is in progress.
- In Touch, when A Clerk/Staff Member logs in while an Event Session is in progress, an Event Session keyboard will be generated displaying all the Areas available in the Location to which the Touch terminal is assigned.
Notes...
Event Session keyboards will ONLY be generated while a Session is in progress.
- Select from the list of Areas the patron's assigned Area. Once selected:
- If an EDO Account Holder's Account was configured against the selected Area, then that Account will be added to the Order and appear in the sales grid.
- Select the Items that are to be added to the Order.
- Once all items have been added, the Order can then be finalised by either:
- Charging it to the EDO Account Holder's Account by selecting the Charge/Redemption (#151) POS Key, OR
- Finalising it, by selecting another Media. For example, EFTPOS.
- Once the Order is finalised and the sale processed by the Sales Processing service, it will then appear as an EDO Order in the Event Day Orders (EDO) tab.
Example of the creation of an Event Day Order (EDO) Order.
How To View Orders ▲ ▼
Advance Day Orders (ADOs) and Event Day Orders (EDOs) can be viewed in Back Office.
To do this:
- In the Events Records screen:
- Select the Event in the grid for which Orders are to be viewed.
- Select the Session in the grid for which Orders are to be viewed.
- Select the Areas button to open the Event Session screen:
- Select the Area for which Orders are to be viewed.
- Select the ADO/EDO Orders button to open the Area Orders screen:
- The Advance Day Orders (ADO) tab displays the ADO Orders placed to date.
- Select the Event Day Orders (EDO) tab to view the EDO Orders placed to date.
- Select the Show Area Accounts Summary button to view a summary of the Account associated with the selected Area.
Example of the viewing of Event Orders (both ADO & EDO) for a specific Event Session Area.
End of article. ▲