FAQs
SPECIAL ORDER SYSTEM (SOS)
How do I add an event to SOS?
Locate Tickets on the Menu bar, on the dropdown menu select Add Event, select the Headliner from the dropdown list, fill in the Event name, select the Venue from the drop down list, fill in the Event Date then fill in the event time, if known. Click the Add Event button.
How do I upload my inventory through the SOS?
Locate Tickets on the Menu bar, on the dropdown menu select File Maintenance. From here you can upload an Excel or CSV file of your ticket data to be loaded onto our non-real time system. This should only be used by Non Enterprise/Ultra users, and brokers who do not send us non-real time tickets in some other fashion.
Make sure to use the correct format, as shown in the examples! If using Excel, the data must be in a worksheet called "Sheet1" which is the default worksheet name.
Can I block my tickets from appearing on another Broker's website/Exchange?
Locate Internet on the Menu bar, on the dropdown menu select Ticket Rules, Add Group Rules. Under Affected Broker select the Broker you would like to block, select the rule you would like to apply from the Rule drop down list. All further fields are optional in narrowing the Rule to a specific Event or Ticket. Click "Add New Rule For this Broker".
Where do I set up a web promotion?
Currently all web promotions must be set up by Ticket Technology. Please email support@tickettechnology.com.
How do I export data collected from my web promotions?
Locate Internet on the Menu bar, on the dropdown menu select Web Promotions. Select the promotion from the drop down list. Follow the directions listed on the page.
Where do I access my broker settings?
Locate Internet on the Menu bar, on the dropdown menu select Broker Settings. This view will allow you to change your default credit card, Verisign info, and your website settings. Select "Update" after modifying these fields.
POINT OF SALE
What is the Point of Sale?
The Enterprise Point of Sale is a business management system, ticket exchange, and e-commerce solution integrated into one application. This perpetually eliminates re-keying of data, ensures accuracy of information across all systems, helps you serve your customers better, and improves decision making at all levels of your business.
How do I install the client/server software?
Insert the client Point of Sale CD into the server's CD/DVD drive while running Windows. The install should start automatically. Accept the defaults through the install wizard. You may need to reboot the computer during installation. It will ask for the version of Windows; Windows 2000, XP or NT. To install the server, insert the server CD and accept the defaults through the wizard. The server will reboot at the end of the installation. The Exchange application will display a message "Exchange not registered." This is okay. After a client is installed, the Exchange user name and password are set up in the client.
How do I add the server name and IP info after doing a client install?
Go to Start, Settings, Control Panel, ODBC Data Sources (Windows NT or XP would be Administrative Tools, then Data Sources) Click on the System DSN tab and double click on the SalesMy data source. Enter the network ID in the MySQL Host box and click OK.
How do I add a new user and set the permissions for the user?
Please email support@tickettechnology.com for this sensitive data.
How do I add a customer?
In the Customer Selection screen, first search to make sure the customer has not already been entered. Next, click "Add Customer", You will then be taken to the Sales Form - Inventory screen to add the customer. You need only populate the customer information. Then click the "Add" button on the right side of the screen.
How do I purchase tickets?
Using New PO
Go to Purchase > New PO.
Select the payment type and enter the applicable information. The location and reference number are optional. Click the "Select Event" button. You will then be taken to a new screen to choose an event. Select the headliner, and click "Add to PO". Once back at the PO screen, you will need to search for the customer name. Select the customer name and click "Add Customer". If customer is not found you will need to add the customer information. After the customer information is entered, the ticket information needs to be entered.
Fill in the section, row, first seat, quantity and cost. The face and list prices are optional. Checking the boxes, 'In Hand', 'On Web', 'On Exchange', and 'Wholesale' is optional. (If you select 'Wholesale' the tickets will not be in 'Retail' Inventory. Instead they will appear only in 'Wholesale' Inventory.) If you have additional tickets to add to this PO select the "Select Event" button, repeat the previous steps. For Quotes, you will need to enter a reserve date and time located at the top of the screen. Once all tickets have been added, select "Complete PO", "Advanced Quote" or "Quote".
Complete PO
Will purchase the tickets and add them into inventory.
Advanced Quote
Will generate inventory and allow you to modify the cost of the tickets. Once true cost is known for tickets, user can then complete the PO. Adv Quote is generally used for consignments, where a cost of ticket might not be known until after the ticket is sold.
Quote
Will not generate inventory, but will allow user to capture customer data and seating locations. User can then modify and complete PO.
Using Create Mass PO Tickets
Go to Purchase > Create Mass PO Tickets.
Select the headliner and date. In the Event box, select the correct event for the day. Fill in the section, row, first seat, quantity and cost. The face and list prices are optional. Checking the boxes, 'In Hand', 'On Web', 'On Exchange', and 'Wholesale' is optional. (If you select 'Wholesale' the tickets will not be in the inventory to be able to sell.) Select "Create and Add to Mass PO" button. On the next screen, you will need to search for the customer name. If the customer is not found you will need to add the customer information. After the customer information has been completed, select "Purchase". A box will appear "Would you like to add these tickets to your shopping cart to sell them now?" If you would like to sell them now select "Yes". You will then be taken into the Sales Inventory screen.
Once a quote has been done, how do I purchase the tickets?
Go to Purchase, Search PO. Search the POs for the event, highlight the desired PO, click the "View the PO" button. You will then be taken to the Purchase Page. If the ticket information doesn't match the tickets, highlight the ticket, the ticket information will appear in the Seating box. You can change these ticket information here, select "Save". Click the "Complete" button to purchase the tickets.
How do I cancel a PO or a Quote?
Cancel a Quote:
Go to Search PO > Search the POs, highlight the desired PO, click "Cancel PO". "Cancel this PO?" click "OK". "Would you like to Delete the Inventory? Click No to keep it in Inventory so that you can do a Mass PO." Click "Yes".
Cancel a Completed PO or Advanced Quote:
Go to Search PO, Search the POs, highlight the desired PO, click "Cancel PO". "Cancel this PO?" click "OK". "Some of the tickets are currently sold. Would you like to leave the orders and put the tickets in Mass PO?" If you are canceling the PO but intend to recreate the PO click "Yes". Go under Purchase, Mass PO, search for the tickets. The tickets should appear within the grid. [Modifications to the seating information of the tickets can be made at this point by double clicking on the ticket within the grid. The ticket information will appear, make the changes and select "Save".]
Select all tickets to be added to the new PO by highlighting them. Click "Add to PO". Close this Mass PO screen. Behind that screen should be another screen with the selected tickets. [Modifications to the Cost & Overs of the tickets can be made at this point by selecting the rows to be changed. (Multiple tickets can be selected by holding the Ctrl key while selecting the rows with your mouse.) Use the radio buttons to the right side of the grid to select to make modifications to the Cost or Overs. Type the correct amount in the text field located to the right side of the grid. Select the "Update Selected Rows" button to apply the changes.)] Add the Customer information and Payment information as normal. Click "Purchase" to complete the PO.
How do I cancel a sale?
To remove a sale that has already been made. Go to Sales, Customer, search for the customer, highlight the customer and click "History". Select the sale you want to cancel and click on "Cancel".
How do I see if someone bought my tickets from the Exchange?
Go to Reports, Registers, Exchange Transactions. This will bring up your transactions. Your sale will also appear in Sales, Order Completion.
My Exchange Application keeps restarting.
When the error message pops up and the app says it is restarting in "X" seconds, mouse over the error message to get detailed information. The most common cause is that the MySQL server is not running. Once the database is running, launch the Exchange app and do a Full Update. If the Exchange app has been off-line for an extended period of time, force a full update.
How do I force the Exchange to get a Full Update?
Go to your server, go into the Exchange application, On the toolbar locate Server, Global Update. Another window will come up. Make sure that the "Full Update" is checked. Click the "OK" button. This will take a few minutes.
How do I sell tickets from inventory?
For Personal Inventory: Go to Sales, Inventory, and the Inventory tab. Select the Headliner, further information is optional. Click the "Search" button. In the bottom grid, select the tickets by highlighting them. Click the "Sell" button. This will take you to the Sales Form - Inventory screen. On this screen, you will need to search for the customer name. If customer is not found you will need to add the customer information. After the customer information has been completed, select the payment type and enter applicable information. In the lower right corner of the screen, select the shipping. You can over write the shipping charge as needed. Select "Sell". The next window will request the shipping address and additional shipping information. Click "OK", an invoice will appear. You can print and close out of the invoice.
For Exchange Inventory: Go to Sales, Inventory, and the Exchange tab. Select the Headliner, further information is optional. Click the "Search" button. In the bottom grid, select the tickets by highlighting them. Click the "Buy/Sell" button. This will take you to the Exchange Sale/Purchase screen. On this screen, you will need to search for the customer name. If customer is not found you will need to add the customer information. After the customer information has been completed, select the payment type and enter applicable information. In the lower right corner of the screen, select the shipping. You can over write the shipping charge as needed. Select "Sell Tickets". The next window will request the shipping address and additional shipping information. Click "OK", an invoice will appear. You can print and close out of the invoice.
How do I reserve tickets?
Exchange Inventory: Go to Sales, Inventory, Exchange tab. Select the Headliner, further information is optional. Click the "Reserve Tickets" button located just above the Inventory grid. You will be prompted that your tickets will be reserved for __ minutes.
Personal Inventory: Go to Sales, Inventory, Inventory tab. Select the Headliner, further information is optional. Click the "Search" button. In the bottom grid, select the tickets by highlighting them. Click the "Sell" button. This will take you to the Sales Form - Inventory screen. On this screen, you will need to search for the customer name. If customer is not found you will need to add the customer information. After the customer information has been completed, click the "Reserve" button. Set a reserve date by selecting a date on the calendar, set the time by double clicking on the calendar date. Click the "Reserve" button. If "Show Reserved In-Line" is chosen in the Settings, then the reserved tickets will appear within the inventory grid in pink.
Installing QuickBooks Importer Program
Download the install at http://www.eventprocess.com/newqbimporterinstall/ .
Also install the updater at http://ww.eventprocess.com/newqbimporterinstall/updates
Prior to using the QB Importer please review the Read Me file located at http://www.eventprocess.com/newqbimporterinstall/readme.htm