How do I process an exchange?

How do I process an exchange?


Exchanging is how you can move tickets from one day to another, from one event to another, or you can even exchange something like two tickets for an item. This is because we are taking the money of the original purchase and moving to be used on something else. 
To begin, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department that is hosting your event. 

To exchange tickets, go to the order. There are two main ways to access an order. If you have the order number, access the order looking in the left side bar for REPORTS and clicking ORDER HISTORY, and then searching for the order number. If you only have the customer's contact information, look in the left side bar under CRM and click CUSTOMER SEARCH TOOL to search for a customer. 

1. Scroll to the first table and click EXCHANGE TICKETS.
2. Check off what you'd like to exchange, and click CONTINUE TO EXCHANGE.

3. Click SELECT REPLACEMENTS. Here, you will choose to what you want to exchange.



4. Select your replacement event, item, package, or campaign, and click ADD TO CART. 
Now, you are within the exchange shopping cart.  If there is a balance, you will need to decide how to handle the difference in costs between the old order to the replacement order. 

Old Order to New Selections has a Positive Balance

6A. If your old order to your new selections has a positive balance, you can choose to collect the difference (either via cash or card) and process the exchange, or zero the balance and process the exchange. If you choose to collect the balance, you will be brought into a payment screen and will choose the delivery method there. If you wish to zero the balance, you can do so by manually entering adjustments into the ADJ. column, or can have the system zero the balance automatically by using either the EVEN SPLIT or RATIO SPLIT buttons. Note that typing a positive number in the ADJ. column will raise the price, and entering a negative will lower the price. When ready, click the PROCESS button. 


Old Order to New Selections has a Negative Balance

6B. If your old order to your new selections has a negative balance, you can choose to refund the difference and process the exchange, or zero the balance and process the exchange. If you wish to zero the balance, you can do so by manually entering adjustments into the ADJ. column, or can have the system zero the balance automatically by using either the EVEN SPLIT or RATIO SPLIT buttons. Note that typing a positive number in the ADJ. column will raise the price, and entering a negative will lower the price. When you are ready, choose your delivery method and and click the PROCESS button.




Old Order to New Selections Does Not Have a Balance

6C. If your old order to your new selections does not have a balance, simply choose your delivery method and click PROCESS EXCHANGE.



7. Your exchange is complete! The customer will receive the confirmation and any new tickets via the delivery method you selected.



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