Step 2: Create the Order
After you associate a patron with the order or determine the order does not require a patron record, select the Create Order tab. From the Create Order tab, you can add tickets to the order for admission or scheduled events, as well as sell new memberships or a gift of membership. Additionally, you can register patrons for fundraising events, accept donations, and apply discounts to the order. Each item you can include in an order is described below.
Scheduled Program Tickets
During the sales process, a patron can purchase tickets to scheduled programs. Scheduled programs are events that occur at defined times. To select the tickets to purchase, on the Create order tab, select the day or range of days and the specific program. For information about how to sell tickets for scheduled programs, see SellTickets for a Scheduled or Pre-registered Program.
Pre-registered Program Tickets
When you sell tickets for a pre-registered program, you must associate a patron with the order. The patron can be an attendee or a “host” registrant does not attend. In addition, you select price types and enter registration information for the attendees during the sales process. The attendees can be unnamed registrants that are identified only by the selected price types, or you can select or add a patron record for each. If registration questions were configured for the event to track things like contact information, meal preference or shirt size, you also enter the information for each attendee. For information about how to sell tickets for pre-registered programs, see
Combination Tickets
When a patron purchases a combination, they select one event from each specified program group configured for the combination. For example, if the combination contains three program groups, the patron specifies the ticket quantity and price types needed, then selects one event from each group. Combinations are sold as a single item. For information about how to sell combination tickets, see SellCombination Tickets.
New Memberships
During the sales process, you can sell new memberships to patrons. New membership sales are for patrons who have not previously been a member. If the membership buyer does not have a patron record, you must add one to complete the order. For more information about how to sell a new membership, see SellNew Memberships.
Gift Memberships
A patron may purchase membership as a gift for another patron. The gift can be a new or renewed membership or the activation of a pending membership. If the membership buyer does not have a patron record, you must add one to complete the order. The person who receives the gift membership must also have a patron record. For information about how to sell gift membership, see Sell Gift Memberships.
Renew or Rejoin Memberships
During the sales process, patrons can renew or rejoin existing memberships if applicable. After you associate a patron with an order, on the Select patron tab, a button to renew or rejoin the membership appears if the patron is eligible. For information, see Renew, Upgrade, Rejoin, or Activate Memberships in a Sales Order.
Donations
During a sale, a patron may want to donate to your organization. For efficiency, you can process donations in the same order with other purchases. For example, a patron can buy tickets to an event, purchase a membership, and donate to your organization all through a single transaction. For information about how to accept donations, see Accept Donations.
Register for Fundraising Events
During a sale, you can register patrons for existing events and accept payments toward existing event registrations. For information about how to register a patron for a fundraising event, see Registerfor Fundraising Events.
Order Discounts
Before you accept payment for an order, you can apply discounts to reduce the total price. You can apply valid manual discounts and apply promotion code discounts when presented by the patron. Any discounts configured to apply automatically appear in the order summary as you add items to the order. After discounts apply, the program automatically recalculates amd displays the price of the order in the summary. For information about how to process order discounts, see Apply Order Discounts and Promotions.
Order Fees
Fees can apply on a per item or per order basis and are configured as a flat amount or a percentage. In addition to per item and per order fees, you may have delivery fees, which apply only when the patron selects a delivery method that carries a fee, such as standard mail or overnight mail. Your organization may also charge fees based on sales methods. If necessary, you can manually remove a fee from an order.
Order Taxes
If your organization is required to charge tax, each tax is configured and assigned to the programs you sell. Taxes are always a percentage, which is calculated according to the rate entered when the tax is configured. When an order is processed that involves an item with a tax, the program charges the appropriate tax. The total taxes charged appear in the order summary. You can make an order tax exempt, for example, when the patron is from a tax exempt state or a government employee. For more information, see Mark an Order Tax Exempt.