Hi there,
As a new org to Tessitura, I'd really appreciate advice on how you track exchanges.
What standard reports do you use vs custom reports - ideally our finance would like to see, in one place, "out of this concert and into that concert". What process do you use for these reports to work – processed inside the original order or in a new order using Exch MOS?
I've read your suggestions in the forums/HELP and understand some of the pros and cons to both ways, but really appreciate advice from people who have been through the decision making process.
Many thanks!
Ina
A number of organizations use a specific exchange Mode of Sale. This would allow you to use any report with a filter by MOS to report on exchanges.
Sorry, I meant to add that you would typically do this in a new order if you use an Exchange MOS.
Hi all,
Giving this thread a little bump. While we use a separate MOS for exchanges and report/track them that way, we are beginning work and ticket sale exchanges with another organization on Tessitura, and they do not use a separate MOS, or to my knowledge, price type, to process exchanges.
We are exchanging ticket sales data weekly using the Order Export Utility, but as that report does not fully capture exchanges or returns, I am trying to help them brainstorm the best way to share this information with us.
I can guess the answer to this from reading other forum posts, but has anyone come up with a report that track returns or exchanges that are not processed in a separate MOS or Price Type??
Frannie