Terms and Definition

Account Balance - - A prepaid amount that is associated with a customer’s account but not applied to an actual order.

Administration – This is the area where your system administrator or senior managers create events, catalog items, and merchandise templates. 

Buyer type- Buyer Type is a system policy group that defines the policies associated with a subset of customers and their relationship and how they interact with the organization.   Some common buyer types are Web/Retail, Web/Members, Web/group (direct), AMS/Boxoffice, AMS/Advanced, AMS/group (agent). As many types as necessary can be defined to meet the operational needs of the organization, however the best practice recommendation is to only setup the minimum number necessary. Every order booked in the system is associated with a buyer type which defines the rules and policies in effect for that particular customer for that particular interaction. A buyer type must be selected by an agent in AMS (Agent Manages Sales System) before an order can be started. Web buyer types are defined by the link used to start an online sale.

Cash In/Out User Batches - a means that tracks the starting and ending of shift for the purpose of tracking individual users sales to balance at the end of the day/ shift. 

  • Categories Tabs – this is a list of the different items types that you will sell in the system.

Corporate Organization – The administrative area and tools for setting up an organizations events and inventory.

Customer Benefits – Event or Catalog item that is attached to a customer’s record and allows them to redeem the benefit using their username or email address.

Customer number - the unique number that is given to all customers that have purchased any item on the system.

Customer Relations Management (CRM) - can generate custom marketing emails based on set queries that are pulled from a database.

Deferred Balance- Balance due on an existing order

Delivery Fees – Fee charged for mail, will call services.

Domain - The unique name that is assigned to every agile client. It contains three administration tools: Sales, Administration, and Gate Control.

Facility Fees – Generally used by historic facilities as a means to collect additional income to help with the preservation of their venue.

Fulfillment Type

  • Regular - item purchases that are dealt with more frequently such as will call, tickets to be mailed out, or merchandise items  
  • Package - this deal with subscription packages.

  • Membership - the fulfillment of membership cards and a welcome letter to accompany them.

  • Gift card - the fulfillment of cards with a predetermined monetary value.

GA Seat Templates - where you create a price structure for a venue that is first come first served seating.

Gate Control - An area where you can create and track the scanning of inventory to validate membership cards or tickets.

Gate Control Batch Type:

  • Live Validation – this is where scanners are uploading the scanned information into the system and simultaneously checking it against the sold ticket information on agile.
  • On Device Validation - This is where the sold ticket information is uploaded to the scanner and is then compared within the device and saved to the scanner.
  • On Device Record - no record of tickets sold is saved to the scanner so the information that is scanned is collected and saved to the device to be uploaded and compared at a later date.

Item summary - list of all items that a customer wishes to purchase which is then displayed before finalizing an order.

Member Benefits – An Event or Catalog item that a member can redeem using their Member Card or Number.

Member Card Format – template for the design of a membership card that will pull information about the membership type.

Member number - the unique number that is given only to membership holders.

Merchant Services - Merchant Services, or better known as credit card processing is the handling of electronic payment transactions for a client’s organization.

  • Merchant Services Providers
    • List of providers with contact information
      • Transactions
      • Settlement of CC Batch
      • Categorization Factors

Order Fee – Fee that is added to the grand total of an order

Pass Format – template design of what the festival pass will look like based on information pulled from the data base.

Point of Sale (POS) – The screen set up in Agile Sales that allows quick sales with a touch of a button.

Point of sale Equipment – Computers terminals used at the box office that has touch screen capabilities and interfaces with our POS quick sales

Price Name - The Price name allows is associated with a certain price and assigning it to a specific venue /event template and revenue account.

Regional Organization – A client or organization that manages more than one corporate organization.

Reserved Seat Templates - this allows administration to create seating charts that can be copied down from an event and/or a show.

Revenue Accounts –  A list of names or accounting codes that show the inflow of money from sales generated through the organizations domain. These accounts allow the user to pull different income reports based on the items sold.

Sales – This is the area where your box office or concessions staff can sell items.

Sales Channels:

  • Web – This is the buyer type created for ticket sales on the internet.
  • AMS  (Agent Managed Sales) – this is the buyer type that is created for sales in the box office.

Sales Lines - Sales lines are areas of the system that provide different mechanism for managing the items that can be sold. Each area has a unique set of capabilities and properties that can be used as needed to sell various items in the Agile Software. The name of a particular sales line is an internal designator and does not always dictate the items that a particular sales line can manage. The available sales lines are:

  • Event – Limited inventory items that are only valid at a specific date and time. Some examples include: Standard ticket, Registrations, camps, and classes
  • Catalog – Items that are not valid for a specific date and time and can be inventory limited or unlimited. Some examples include: Concession management, merchandise sales, memberships without benefit processing, and any Non-Admission item  
  • Membership – Items that are not inventory limited but define a relationship period between the customer and the organization with defined benefits that grant access to other items being sold in the system. The relationship can quantity limit, and make discount and comps items available to a customer with a valid relationship. Some examples include: Memberships with benefit processing, Festival Passes, and Flex Season
  • Donation - A variable dollar entry mechanism for collecting and categorizing monies.
  • Package / Season – A mechanism that associates groups of items from other sales lines into a predefined groups. Some examples include: season series, mini season plans, and marketing packages
  • Gift Card – A mechanism to collect variable monies with the ability to apply those monies to future item purchases from other sales lines.

Sales Line Type - A sales line type defines the actual items being sold. A sales line type is established under a sales line to define what is being sold regardless of the underlying mechanics (Sales Line) being used to process the sale. For example the membership sales line mechanism can be used to sell both traditional memberships and festival passes. In this case multiple sales line type would be established under the sales line to denote the items being sold i.e. Annual Membership and Festival passes would be built under the sales line membership which defines the physical mechanisms and capabilities defined in by the sales line.  Some examples of sales line types are: Event Admission, Merchandise, Memberships, Gift Cards, and more.

Sales Organization – This is the administrative folders that will allow you to organize any items that are built in Agile.

Show - this is the basic information about a movie or event.

Showing - the event date or time associated with a venue template or pricing template.

Sliding Membership - a membership that expires one year from the day of purchase.

Static Membership - all memberships will expire on the same date

System Administrator - the person with all the power The “Super User” these are the people that will have all permissions and access to everything with their domain set up.

Terminal ID - creating a unique ID to associate with a computer

Ticket Fees /Service Fee - fee that is added on top of the existing price of the ticket.

Ticket Format – template design of what the ticket will look like based on information pulled from the data base when using a thermal ticket printer.

Ticket Types - The type of ticket a customer or staff member will see when purchasing a ticket. This will appear on the hard ticket or print at home ticket when a ticket has been printed. This will also appear on event audit reports.

Tier/ Inventory - the creating of different pricing or physical levels as well as defining the capacity for that level 

Web Entry point - a URL generated out of the software to add to your website. 

Will Call – a method of delivery for items where the customer comes and picks the items up from the box office (normally advanced ticket purchases via the web or over the phone).


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