diff --git a/content/applications/marketing/events/sell_tickets.rst b/content/applications/marketing/events/sell_tickets.rst index cd0947562..23eaa4750 100644 --- a/content/applications/marketing/events/sell_tickets.rst +++ b/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 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: View of a sales order and option to choose the specific event in Odoo Events. + :alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales order. -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). +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. -Clicking the :guilabel:`Sales Smart Button` reveals a page with all the sales orders related to 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. -.. image:: sell_tickets/events-sales-smartbutton.png +.. 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: View of an event's form and the sales smart button in Odoo Events. + :alt: The tickets pop-up window that appears on the event's website when 'Register' is clicked. -.. image:: sell_tickets/events-tickets-registration-product.png +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: View of an event form highlighting the column product under the tickets tab in Odoo - Events. + :alt: The attendees pop-up window that appears on the event's website when 'Ok' is clicked. -Sell tickets through the website -================================ +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 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. +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. -The completed purchase is automatically produced in a :guilabel:`Sales Order`, which can be easily -accessed in the back end of the database. +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. -.. image:: sell_tickets/events-online-ticket-purchase.png - :align: center - :alt: View of website transaction for Odoo Events. +.. seealso:: + - :doc:`event_essentials` + - :doc:`create_events` diff --git a/content/applications/marketing/events/sell_tickets/attendees-popup.png b/content/applications/marketing/events/sell_tickets/attendees-popup.png new file mode 100644 index 000000000..429babe72 Binary files /dev/null and b/content/applications/marketing/events/sell_tickets/attendees-popup.png differ diff --git a/content/applications/marketing/events/sell_tickets/configure-event-popup.png b/content/applications/marketing/events/sell_tickets/configure-event-popup.png new file mode 100644 index 000000000..fb15f906a Binary files /dev/null and b/content/applications/marketing/events/sell_tickets/configure-event-popup.png differ diff --git a/content/applications/marketing/events/sell_tickets/events-online-ticket-purchase.png b/content/applications/marketing/events/sell_tickets/events-online-ticket-purchase.png deleted file mode 100644 index 6cf499020..000000000 Binary files a/content/applications/marketing/events/sell_tickets/events-online-ticket-purchase.png and /dev/null differ diff --git a/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png b/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png index 241938e3a..c75e040f3 100644 Binary files a/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png and b/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png differ diff --git a/content/applications/marketing/events/sell_tickets/events-settings-tickets.png b/content/applications/marketing/events/sell_tickets/events-settings-tickets.png index f8dbc7930..98e9ab6d6 100644 Binary files a/content/applications/marketing/events/sell_tickets/events-settings-tickets.png and b/content/applications/marketing/events/sell_tickets/events-settings-tickets.png differ diff --git a/content/applications/marketing/events/sell_tickets/events-through-sales-order.png b/content/applications/marketing/events/sell_tickets/events-through-sales-order.png deleted file mode 100644 index a25d8e720..000000000 Binary files a/content/applications/marketing/events/sell_tickets/events-through-sales-order.png and /dev/null differ diff --git a/content/applications/marketing/events/sell_tickets/tickets-popup.png b/content/applications/marketing/events/sell_tickets/tickets-popup.png new file mode 100644 index 000000000..b927e487e Binary files /dev/null and b/content/applications/marketing/events/sell_tickets/tickets-popup.png differ