Standard Sales – Sell
This is menu level privilege to be able to sell tickets/items through TicketSearch. Each module such as Events, Merchandise, Vouchers, Memberships and Donations have their separate sell privileges that must be assigned.
Fast Sale – Sell
This is menu level privilege to be able to sell tickets/items using the one page Fast Sales option through TicketSearch. Fast Sales are employed usually on the day/night of the event/activity and are used to save time in the sales process (e.g. if you have a lot of people arriving at once). It is a one-page scenario which allows backend users to process sales in a timely manner.
Batch Print
This is menu level privilege only. Batch Printing allows you to print tickets that have been processed as box office collection, mail or collect to your BOCA printer when required. You can print tickets, merchandise, event, up-sells and vouchers. You can also print from your Batch Print History. Depending on your Operator Settings, the system will automatically print a header card, the ticket/s and a receipt. We recommend batch printing a maximum of 200 orders at one time.
Customers & Transactions – Search / View
This privilege activates Sales > Customers & Transactions and specifically the customer search and transaction search button. The customer search button allows a user to search for a customer via the customer search button and then view the customer records while the transaction search allows the customer to search for transactions. The user cannot add/edit a record until they have the Customer Add and/or Customer Manage/Edit privilege. The user is also able to search for a customer via the finalise order screen of the sales process. In terms of editing a transaction, such as resending a confirmation email, the user must have the Customers & Transactions – Manage/Edit option. Refund/Exchange are separate privileges that must be assigned.
Customer – Add
This privilege activates the Sales > Customers & Transactions menu and specifically the ‘Add Customer’ button, which allows user to add a customer to the system via customer & transaction or via the finalise order screen of a sale. If the user does not have the Customers & Transactions -Manage/Edit privilege, the record is view only and cannot be edited.
Customers & Transactions – Manage/ Edit
This privilege allows user to edit a customer’s details and record via customers & transactions area and both sales process. User can’t manage transactions i.e. refunds exchanges, can’t assign tags, link customers, use advanced CRM without those specific functions being assigned.
Customer – CRM (Task, Notes, Documents)
This privilege allows the user to view/add/edit Task, Notes & Documents against a customer record. If the user does not have this privilege, they will not be able to view these tabs against the customer record.
Customer – Tags / Interests
This privilege allows the user to view/add/edit Tags and Interests against a customer record. If the user does not have this privilege, they will not be able to view this tab against the customer record.
Customer – Household & Relationship
This privilege allows the user to view/add/edit Households & Relationships against a customer record. If the user does not have this privilege, they will not be able to view this tab against the customer record.
Merchandise/Products – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Merchandise.
Gift Voucher – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Gift Vouchers.
Memberships – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Memberships.
Donations – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to take Donations.
Subscription & Packages – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Subscriptions & Packages.
Deals & Discount – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Deal & Discounts.
Reservation – Sell, cancel, pay, process partial payments, deactivate & change auto release
This allows the user to place a reservation (a reserve pay later button is visible on the finalise order screen) and pay/cancel/process/deactivate and change the auto release date against the reservation.
Process Reprints
This privilege activates a button against a transaction and the customer record with the ability to reprint a ticket/items. If the user does not have access to this option, the button simply won’t appear.
Process Ticket Transfer
This privilege activates the Transfer button under customers and transactions against a transaction with the ability to transfer a ticket rather than perform an exchange i.e. transfer from one customer to another.