[IMP] events: full rewrite of sell tickets

closes odoo/documentation#9599

X-original-commit: 4d21807379
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/marketing/events/sell_tickets.rst

@@ -1,68 +1,144 @@
-============
-Sell tickets
-============
+==================
+Sell event tickets
+==================
 
-Create custom ticket tiers (with various price points) for potential attendees to choose from,
-directly on the event template form, under the :guilabel:`Tickets` tab. Odoo simplifies the
-ticket-purchasing process by providing plenty of payment method options.
+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
 =============
 
-First, in order to enable the creation (and selling of) event tickets, go to
-:menuselection:`Configuration --> Settings`, then enable the :guilabel:`Tickets` and
-:guilabel:`Online Ticketing` features.
+In order to sell event tickets in Odoo, some settings must first be enabled.
 
-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::
-   If these options are *not* enabled, a default :guilabel:`Register` button will be available for
-   free registrations.
+   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.
 
-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
-a product), and add it as a product line. Upon adding the registration, a pop-up appears, which
-allows for the selection of a specific event (and ticket tier). That specific event ticket is then
-attached to the sales order.
+.. 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-through-sales-order.png
+   .. image:: sell_tickets/events-tickets-registration-product.png
       :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`
-shortcut, located at the top of the event template form (in the :guilabel:`Events` application).
+.. 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.
 
-Clicking the :guilabel:`Sales Smart Button` reveals a page with all the sales orders related to that
-event.
-
-.. image:: sell_tickets/events-sales-smartbutton.png
+   .. image:: sell_tickets/events-sales-smartbutton.png
       :align: center
       :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
-   :alt: View of an event form highlighting the column product under the tickets tab in Odoo
-         Events.
+   :alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales order.
 
-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
-Order` with a specific :guilabel:`Registration` product. Here, tickets are added to a virtual cart,
-and the transaction can be completed as usual - utilizing any of the pre-configured payment methods
-options that have been set up on the website.
+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.
 
-The completed purchase is automatically produced in a :guilabel:`Sales Order`, which can be easily
-accessed in the back end of the database.
+.. 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.
 
-.. 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
-   :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`