[IMP] events: full rewrite of sell tickets

closes odoo/documentation#8928

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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KC (ksc) 2024-04-23 07:13:11 -07:00
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============ ==================
Sell tickets Sell event tickets
============ ==================
Create custom ticket tiers (with various price points) for potential attendees to choose from, Odoo *Events* provides users with the ability to create custom event tickets (and ticket tiers),
directly on the event template form, under the :guilabel:`Tickets` tab. Odoo simplifies the with various price points.
ticket-purchasing process by providing plenty of payment method options.
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 Configuration
============= =============
First, in order to enable the creation (and selling of) event tickets, go to In order to sell event tickets in Odoo, some settings must first be enabled.
:menuselection:`Configuration --> Settings`, then enable the :guilabel:`Tickets` and
:guilabel:`Online Ticketing` features.
The :guilabel:`Tickets` feature allows tickets to be sold for an event. 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:`Online Tickets` feature allows for the sale of tickets to occur through the website. 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:: .. note::
If these options are *not* enabled, a default :guilabel:`Register` button will be available for If these options are *not* enabled, a default :guilabel:`Register` button becomes available for
free registrations. visitors to interact with and procure free registrations to the event.
.. image:: sell_tickets/events-settings-tickets.png .. image:: sell_tickets/events-settings-tickets.png
:align: center :align: center
:alt: View of the settings page for Odoo Events. :alt: View of the settings page for Odoo Events.
Sell tickets through sales orders 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.
In the :guilabel:`Sales` application, choose a previously-created Event Registration (as if it were .. important::
a product), and add it as a product line. Upon adding the registration, a pop-up appears, which When creating a new event registration product, the *Product Type* **must** be set to *Event
allows for the selection of a specific event (and ticket tier). That specific event ticket is then Ticket* on the product form, in order for it to be selected in the *Product* column under the
attached to the sales order. *Tickets* tab on an event form.
.. image:: sell_tickets/events-through-sales-order.png .. image:: sell_tickets/events-tickets-registration-product.png
:align: center :align: center
:alt: View of a sales order and option to choose the specific event in Odoo Events. :alt: View of an event form highlighting the column product under the tickets tab in Odoo.
Events with tickets sold online or through sales orders have a :guilabel:`Sales Smart Button` .. note::
shortcut, located at the top of the event template form (in the :guilabel:`Events` application). 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
Clicking the :guilabel:`Sales Smart Button` reveals a page with all the sales orders related to that become available.
event.
.. image:: sell_tickets/events-sales-smartbutton.png .. image:: sell_tickets/events-sales-smartbutton.png
:align: center :align: center
:alt: View of an event's form and the sales smart button in Odoo Events. :alt: View of an event's form and the sales smart button in Odoo Events.
.. image:: sell_tickets/events-tickets-registration-product.png 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 :align: center
:alt: View of an event form highlighting the column product under the tickets tab in Odoo :alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales order.
Events.
Sell tickets through the website 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.
With tickets purchased through the website, the process is similar to creating a :guilabel:`Sales When all the desired configurations are complete, click :guilabel:`Ok`. Doing so returns the user to
Order` with a specific :guilabel:`Registration` product. Here, tickets are added to a virtual cart, the sales order, with the event registration ticket product now present in the :guilabel:`Order
and the transaction can be completed as usual - utilizing any of the pre-configured payment methods Lines` tab. The user can proceed to confirm and close the sale, per the usual process.
options that have been set up on the website.
The completed purchase is automatically produced in a :guilabel:`Sales Order`, which can be easily .. tip::
accessed in the back end of the database. 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.
.. image:: sell_tickets/events-online-ticket-purchase.png 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 :align: center
:alt: View of website transaction for Odoo Events. :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:`event_essentials`
- :doc:`create_events`

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