Processing Exchanges in BookTix

Processing an Exchange


Info
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. 

      1. Log in and navigate to your department. 
      2. Access the order.
      3. Scroll to the first table and click EXCHANGE TICKETS.
      4. Check off what you'd like to exchange, and click CONTINUE TO EXCHANGE.

      5. Click SELECT REPLACEMENTS



      6. Select your replacement event, item, package, or campaign, and click ADD TO CART

Notes
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 Does Not Have a Balance
Simply choose your delivery method and click PROCESS EXCHANGE.



Old Order to New Selections has a Positive Balance
If you have a positive balance (or, you need to take money for the exchange), 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 either: 
      1. Manually entering adjustments into the ADJ. column. 
      2. Use either the EVEN SPLIT or RATIO SPLIT buttons to have the system zero the balance. 

 When ready, click the PROCESS button. 

Old Order to New Selections has a Negative Balance
If your old order to your new selections has a negative balance (or, you need to refund money for the exchange), you can choose to refund the difference and process the exchange, or zero the balance and process the exchange. 

If you choose to refund 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 either: 
      1. Manually entering adjustments into the ADJ. column. 
      2. Use either the EVEN SPLIT or RATIO SPLIT buttons to have the system zero the balance. 

 When ready, click the PROCESS button. 



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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