Add tickets for a daily admission program to an advance sales order

1. From Sales, select Advance sales. A program automatically generates a unique order number, which appears at the top of the page.

Tip: While you do not need to associate the sale of daily admission tickets to a patron, we recommend you do so when possible to help track the patron's interests and relationship with your organization.

2. To associate the order with a patron, on the Select patron tab, search for and select the patron. The patron’s name and contact information appear, along with any active constituencies and memberships.

Note: If a record does not already exist for the patron, you can add the patron from the Patron Search screen. Under Results, select Add. For information about how to add a patron, see Add Patrons.

Verify with the patron that the primary contact information that appears is correct. To change the information, select Edit under Contact information and make changes as necessary. For information, see Edit Primary Contact Information for Patrons.

3. On the Create order tab, select the program for which to add tickets to the sales order.

a. In the grid, all programs and events that occur on the current day automatically appear. To select another program, enter filter criteria such as its date or date range and name, and select Apply. In the grid, the programs that match the criteria entered appear.

b. Select the program the patron wants to attend and, under Tickets for [Program], enter the number of tickets for each price type to add to the order. For example, to sell two adult and three child admission tickets, select the Admission program, and enter 3 for Adult and 2 under Child.

Note: The events in green text are in progress; events in gray text are sold out or past sell time; and events in black text are available.

4. After you enter the appropriate ticket quantity, select Add to order. In the order summary, the selected tickets appear, along with any fees or taxes associated with the tickets.

Note: When you add tickets to a sales order, the program automatically reduces the event availability.

5. Review the order summary with the patron to confirm that the order is correct.

• To change the quantity of tickets in the order, select the ticket price type in the summary and select Edit on the action bar. On the Edit tickets screen, adjust the quantity and select Save.

• To remove tickets or fees from the order, select the ticket price type in the summary and select Delete on the action bar.

Tip: In the summary, you can right-click an item to edit or delete it as necessary.

6. Complete the order as necessary.