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1. Log in to the Sales side of Agile Ticketing Solutions with your username and password. If you haven’t received your login credentials, please contact your system administrator. Make sure that you are cashed in before starting sales for the day. See Cashing In To Use POS and Create A Daily User Batch for further instructions.
2. You may need to set the POS to a specific Buyer Type before you start processing sales for the day. To do so, click the Action / Gears icon at the top of the screen and select Set Buyer Type.
Note: If your organization has multiple corporate organizations in Agile, you will first need to select the one you are working with by using Set Corp Organization. After that, you may select your Buyer Type.
Set Buyer Type will take you to a screen where you may choose the appropriate Buyer Type for these sales. In this example, we will select AMS - Box Office by clicking and turning its tile blue.
3. Select the Event icon at the top of the screen. This will allow you to see all the Events currently available for sale in the top half of the screen.
4. Select an event to reveal its ticket prices in the bottom half of the screen. If you are selling more than one ticket in an order, click the Ticket Type for each ticket you are selling. For example, if you need two adult tickets and one student ticket, click the General Admission Ticket twice and the General Admission Student/Senior Ticket once.
5. To confirm that the items in the order are correct, view the Item Summary section on the right side of the screen and read the items out to the patron.
6. Once an order has been confirmed, click the Enter Payment icon.
7. If a customer is required for this order (such as for events with tickets that are E-Delivery or Mail only), a screen will pop up asking you to search for a customer record so you can tie the ticket purchase to their account.
8. If this order does not require a customer, a screen may pop up asking you to collect certain identifying information from the patron (their address's ZIP code, phone number, or email address). If your organization does not need to collect this information, you may select Close to proceed.
Note: Collecting an email address here will not automatically queue up the customer to receive an email confirmation for this order. Order Stats are for informational and reporting purposes only. If you do need to send an email to this customer, then you can use the Email Last Order Confirmation / @ Symbol button above the order details in Step 12 after the order has finalized.
9. A screen may pop up asking you to change delivery method. Select the desired method and click OK.
Note: Setting E-Delivery or Email Confirmation here will not automatically queue up the customer to receive an email confirmation for this order. If you do need to send an email to this customer, then you can use the Email Last Order Confirmation / @ Symbol button above the order details in Step 12 after the order has finalized.
10. Another screen will pop up asking you to choose the method of payment for this order. Select the payment type that corresponds with how the customer wishes to pay.
Note: At this point, if you have a USB Credit Card swipe attached to your Terminal, you can swipe the credit card to populate all the credit card information. This will automatically finalize the order.
11. Click Proceed to finalize the order.
12. You will know the order is finalized when the order details in the lower-right corner turn orange and (LastOrder) appears to the right of the order number.
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