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How to Sell Retail in PatronManager Box Office: https://help.pm.leapevent.tech/a/2008473
In this article, we'll walk you through how to sell Retail that you've built into your Retail Inventory in PatronManager.
Let's dive in!
This process is fairly similar to selling tickets; if you're unfamiliar with that process, here's an article just for you!
1. Click "Create Ticket Order" from the PatronTicket Hub or the patron's Contact record
If you create a Ticket Order without attaching it to an existing Contact, you'll need to qualify the order later.
From the patron's Contact page, hover over Ticket Orders in the Related List Quick Links section.
Or, from the PatronTicket Hub, click Sell Tickets.
2. If you started from the PatronTicket Hub, use the Contact Lookup Field to find your Patron
If you started the order from the Contact record, this step is already taken care of!
You can update the patron's Contact information at any time during the checkout process using the Buyer Info button.
This will bring up an overlay where you can edit the contact info for this order, and more.
If you check the "Update Contact Record" box, changes you make here will also update the patron's Contact record when you submit the order!
Or you can create a New Contact if your Patron isn't in your system yet.
You'll get an overlay where you can add the patron's information.
3. Select "Retail"
4. Select the Retail Category
5. Select the Retail Product
6. Select a Product Stock
7. Optionally, adjust the quantity
8. Click Add Pending Items
9. Review General and Billing Information
If you haven't selected a Contact for this order yet, you'll need to fill a lot of this screen in manually. If you have selected a Contact or filled out information using the Edit Buyer Info button, most of it will fill in automatically.
Verify the contact and billing information here; don't worry, any information you update on this screen won't update the Contact record unless you explicitly check "Update Contact Record"
Custom fields you've added to your Ticket Orders will show up at the bottom of the screen.
10. Add a donation if your patron is feeling generous
If there are Discount Codes linked to the Product Stock in the cart, you'll also see an option to apply a Discount Code here!
11. Enter the Payment Method, Order Origin, Delivery Method, and Order Source
12. If you need to add more items to the cart, click Add More Items
This will bring you back to the page fromstep 3to add more tickets, subscriptions, memberships, or retail to the order.
13. If you need to adjust anything in the cart, select Expand Cart
This will bring up the big cart where you can:
- Adjust Price Levels
- Manage Discounts
- Clear Discounts
- Remove Items
- Check items in or out
Use the Check-in option to mark Retail items as "claimed." This is particularly useful if you sell items in advance that patrons can pick up when they arrive for an event!
Make sure to select at least one item from the cart to edit!
Once you've made any necessary edits, click Continue.
14. Click Confirm Contact
15. Great job - it's time to take the payment!
How you enter payment information is dependent on thePayment Methodyou selected:
If Cash or Check is selected, you can enter the payment amount manually, then click "Submit Order."
If Credit Card is selected, you can enter a new card or, if one is available, use a saved credit card to process the order.
To enter a new card, click the "Submit Order" button.
Then swipe or key in the card number on your credit card swiping device and click "Confirm."
