documentation/content/applications/marketing/events/sell_tickets.md

157 lines
6.5 KiB
Markdown
Raw Permalink Normal View History

2025-02-27 18:56:07 +07:00
# Sell event tickets
Odoo *Events* provides users with the ability to create custom event tickets (and ticket tiers),
with various price points.
It *also* allows them to sell event tickets in two different ways: via standard sales orders, and
online through an integrated website.
Odoo also simplifies the ticket-purchasing process by providing plenty of payment method options.
:::{tip}
To learn more about how to create custom tickets (and ticket tiers) for events, check out the
{doc}`create_events` documentation.
:::
## Configuration
In order to sell event tickets in Odoo, some settings must first be enabled.
First, navigate to {menuselection}`Events app --> Configuration --> Settings`. In the
{guilabel}`Registration` section, there are two different settings: {guilabel}`Tickets` and
{guilabel}`Online Ticketing`.
The {guilabel}`Tickets` setting allows users to sell event tickets with standard sales orders.
The {guilabel}`Online Ticketing` setting allows users to sell event tickets online through their
integrated Odoo website.
To activate a setting, tick the checkbox beside the desired feature's label, and click
{guilabel}`Save` to finish enabling it.
:::{note}
If these options are *not* enabled, a default {guilabel}`Register` button becomes available for
visitors to interact with and procure free registrations to the event.
:::
```{image} sell_tickets/events-settings-tickets.png
:align: center
:alt: View of the settings page for Odoo Events.
```
With those settings enabled, Odoo automatically creates a new *Product Type* called, *Event Ticket*,
which is accessible on every product form. Odoo also creates three event registration products (with
the *Product Type* set to *Event Ticket*) that can be used or modified for event tickets.
:::{important}
When creating a new event registration product, the *Product Type* **must** be set to *Event
Ticket* on the product form, in order for it to be selected in the *Product* column under the
*Tickets* tab on an event form.
```{image} sell_tickets/events-tickets-registration-product.png
:align: center
:alt: View of an event form highlighting the column product under the tickets tab in
: Odoo.
```
:::
:::{note}
Any event with paid tickets sold, features a {icon}`fa-dollar` {guilabel}`Sales` smart button at
the top of the event form, where the respective sales orders attributed to those ticket sales
become available.
```{image} sell_tickets/events-sales-smartbutton.png
:align: center
:alt: View of an event's form and the sales smart button in Odoo Events.
```
Clicking the {icon}`fa-dollar` {guilabel}`Sales` smart button reveals a separate page, showcasing
all the sales orders (standard and/or online) related to tickets that have been sold for that
specific event.
:::
## Sell event tickets with the Sales app
To sell event tickets with sales orders, start by navigating to the {menuselection}`Sales` app.
Then, click {guilabel}`New` to open a new quotation form.
After filling out the top portion of the form with the appropriate customer information, click
{guilabel}`Add a product` in the {guilabel}`Order Lines` tab. Then, in the {guilabel}`Product`
column, select (or create) an event registration product configured with its {guilabel}`Product
Type` set to {guilabel}`Event Ticket` on its product form.
Once an event registration product is selected, a {guilabel}`Configure an event` pop-up window
appears.
```{image} sell_tickets/configure-event-popup.png
:align: center
:alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales
: order.
```
From the {guilabel}`Configure an event` pop-up window, select to which event this ticket purchase is
related to in the {guilabel}`Event` field drop-down menu. Then, in the {guilabel}`Event Ticket`
drop-down menu, select which ticket tier the customer wishes to purchase, if there are multiple
tiers configured for that event.
When all the desired configurations are complete, click {guilabel}`Ok`. Doing so returns the user to
the sales order, with the event registration ticket product now present in the {guilabel}`Order
Lines` tab. The user can proceed to confirm and close the sale, per the usual process.
:::{tip}
To re-open the *Configure an event* pop-up window, hover over the event registration product name
in the {guilabel}`Order Lines` tab, and click on the {icon}`fa-pencil` {guilabel}`(pencil)` icon.
:::
## Sell event tickets through the Website app
When a visitor arrives on the register page of the event website, they can click the
{guilabel}`Register` button to purchase a ticket to the event.
:::{note}
If the visitor is *not* already on the register page of the event website, clicking
{guilabel}`Register` on the event website's submenu redirects them to the proper
register page. From there, they can click the {guilabel}`Register` button to begin the ticket
purchasing process.
:::
If different ticket tiers are configured for the event, the visitor is presented with a
{guilabel}`Tickets` pop-up window.
```{image} sell_tickets/tickets-popup.png
:align: center
:alt: The tickets pop-up window that appears on the event's website when 'Register'
: is clicked.
```
From here, visitors select which ticket tier they would like to purchase, along with a quantity,
using the numerical drop-down menu available to the right of their desired ticket. Once the desired
selections have been entered, the visitor then clicks the {guilabel}`Register` button.
Then, an {guilabel}`Attendees` pop-up window appears, containing all the questions that have been
configured in the *Questions* tab of the event form for this particular event.
```{image} sell_tickets/attendees-popup.png
:align: center
:alt: The attendees pop-up window that appears on the event's website when 'Ok' is
: clicked.
```
If multiple tickets are being purchased at once, there are numbered sections for each individual
ticket registrant, each containing the same questions. However, if any question has been configured
with the *Ask once per order* setting, that question is only asked once -- and **not** for every
attendee making the reservation in the order.
With all necessary information entered, the visitor can then click the {guilabel}`Go to Payment`
button. Doing so first takes the visitor to a {guilabel}`Billing` confirmation page, followed by a
{guilabel}`Payment` confirmation page, where they can utilize any configured payment method set up
in the database to complete the order.
Then, once the purchase is complete on the front-end of the website, the subsequent sales order is
instantly accessible in the back-end of the database.
:::{seealso}
{doc}`create_events`
:::