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About Your "Order Origin" Field: https://help.pm.leapevent.tech/a/861631
The "Order Origin" field on your Ticket Orders serves as a way to capture information about how your patrons placed their orders.
The default options are Online, Walk-up, Phone, and Portal (only available if your organization uses PatronPortal). It shows up as a picklist (drop-down menu) on your internal ticket order form and cannot be seen on your online ticketing site.
If you receive ticket orders from other places besides these options, you may want to customize the values that appear in this picklist or require that an option is always selected for this field.
In this article, we'll go over:
- How this field is used
- How to customize the values in this picklist
- How to make this picklist mandatory
Let's get started!
First, let's talk about how this field is used!
The values in the order origin field should be literal and unique: you should never have to "decide" between two values, to figure out the "best" answer - there is only one "right" answer. This is because the Order Origin field reflects the answer to the following question: "How was this order placed?" or "Where did this order come from (in a physical sense)?"
The standard values are as follows:
Online is not select-able from an internal ticket order, and it is applied automatically to online ticket orders that are not placed through Patron Portal.
Phone is select-able from a ticket order placed internally through PatronManager Box Office (PMBO), and you should apply it to ticket orders that are taken over the phone.
Walk-up is select-able from a ticket order placed internally through (PMBO), and you should apply it to ticket orders that are taken in person.
Portal is not select-able from an internal ticket order, and it is applied automatically to online ticket orders that are placed through PatronPortal.
How to add new values to your Order Origin picklist
If you receive ticket orders from other places besides these options, you can add additional values to this field. Adding them requires a little bit of work in the back-end of PatronManager.
1. To add a new value, click on the gear and click "Setup"
2. Click on the Object Manager tab, search "ticket order" in the search bar, and click on the Ticket Order link
3. Click on Fields & Relationships, search "order origin", and click on the Order Origin link
4. Scroll down to the Values related list and click "New"
5. Add your new Order Origin value and click "Save"
6. All set!
How to make Order Origin required during checkout
If you'd like to make sure that the Order Origin is always selected when your box office creates a Ticket Order internally via the PatronManager Box Office (PMBO), you can make this field required in PatronTicket Settings.
The Order Origin is automatically filled in when patrons make a purchase online via your Public Ticketing Site (PTS) or PatronPortal.
1. Go to the PatronTicket Hub and click the PatronTicket Settings link
2. Click Edit
3. Scroll down to the Payment, Fee, and Delivery Settings section and check the Make Order Origin Required box
4. Scroll back to the top and click Save
5. All Set!
Now, if user doesn't select an Order Origin during checkout, they'll receive a message before they can process a payment.