Fixed Packages/ticket exchanges within the package

Hello,

We are just starting out with Tessitura and am feeling very green about a lot of things. I'm finding the help button and the forum very helpful but am not finding the clear answer I need. I'm hoping someone can help me out with a quick response.

* How do you exchange a show/single seat within a fixed package? Can you do this exchange without having the tickets printed?

If anyone can lead me down that right direction it would be greatly appreciated!

 

Parents
  • Hi Julie,

    The process can vary depending on what your organization's policies on exchanges are. For example, if you charge exchange fees.

    Here at the ESO we do a ticket for ticket exchange and there is an exchange fee for non-donors.

    Yes, the tickets must be printed in order to exchange.

    For us to process an exchange for one performance/seat within a package is generally this:

    1) Start a new order. We do not process exchanges in the original package order to keep it clean.
    2) Change the Mode of Sale to Exchange (this applies appropriate fees)
    3) Load the constituent record

    4) Add a line item for the performance to be returned and go to the seat map.
    5) Right click on the seat(s) to be returned and select Return Seat from the menu

    6) Enter the return validation value (if applicable depending on your setup). Seats to be exchanged will now turn yellow.
    7) Back at the order details screen, add a line item for the performance to be exchanged into. Choose the appropriate price type.
    8) Go to the seat map and select appropriate seats for the new performance.

    That's pretty much it. It is very possible that you will have exchanges for more or less expensive seats. Your organization should have a policy for what to do in these situations (ex. do you return the value if there is a negative amount owing or does it get applied to a balance capture fee?).

    Hope this helps!

Reply
  • Hi Julie,

    The process can vary depending on what your organization's policies on exchanges are. For example, if you charge exchange fees.

    Here at the ESO we do a ticket for ticket exchange and there is an exchange fee for non-donors.

    Yes, the tickets must be printed in order to exchange.

    For us to process an exchange for one performance/seat within a package is generally this:

    1) Start a new order. We do not process exchanges in the original package order to keep it clean.
    2) Change the Mode of Sale to Exchange (this applies appropriate fees)
    3) Load the constituent record

    4) Add a line item for the performance to be returned and go to the seat map.
    5) Right click on the seat(s) to be returned and select Return Seat from the menu

    6) Enter the return validation value (if applicable depending on your setup). Seats to be exchanged will now turn yellow.
    7) Back at the order details screen, add a line item for the performance to be exchanged into. Choose the appropriate price type.
    8) Go to the seat map and select appropriate seats for the new performance.

    That's pretty much it. It is very possible that you will have exchanges for more or less expensive seats. Your organization should have a policy for what to do in these situations (ex. do you return the value if there is a negative amount owing or does it get applied to a balance capture fee?).

    Hope this helps!

Children