Exchanges and reporting

Folks,

I'm sure this has been asked many times before but I was wondering - when you do ticket exchanges (mostly for our subscribers - we only have flex packages), do you the return the ticket/s in the original order or do you create a new order to contain the exchange?  Could you jot me a few words to highlight the pros and cons of whichever method you use?

I'm wondering if (for reporting purposes mainly) it's better to perform the exchange in a new order, using an "Exchange" MOS/Category.  Unfortunately, we have a relatively high number of subscription purchases that require "fixing up" due to operator error and keeping the exchange in the original order might make it difficult to distinguish a true exchange from a fix.  

I'm also wondering if anyone else needs to be able to quickly and easily identify that an exchange has occurred within a package order so that the operator knows that the subscriber has used their free exchange - we charge an $8 fee for subscription ticket exchanges - other than the first exchange which is free.

Martin

Parents
  • -          We return in a new order using a MOS Exchange (which automatically adds fee so we override for those who are exempt)

    -          We have free exchange for:
    10+ subscribers (which we manually manage by adding or extending a constituency at renewal time
    Patrons – terminology used by our Development/Philanthropy department for donors over $1000

    -          All other exchanges add a $5.50 per ticket fee.

     

    Neither our finance department nor marketing department have had much interest in the number of exchanges. The fees are split between a general GL and GST.

     

    Brenda

Reply
  • -          We return in a new order using a MOS Exchange (which automatically adds fee so we override for those who are exempt)

    -          We have free exchange for:
    10+ subscribers (which we manually manage by adding or extending a constituency at renewal time
    Patrons – terminology used by our Development/Philanthropy department for donors over $1000

    -          All other exchanges add a $5.50 per ticket fee.

     

    Neither our finance department nor marketing department have had much interest in the number of exchanges. The fees are split between a general GL and GST.

     

    Brenda

Children
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