Order Management in ACME Sales

TABLE OF CONTENTS


Order Management is the section of ACME Sales that lets you look up Orders, check in Orders, add Tickets to Orders, re-print Tickets, and view the Resources connected to any order. To access the Order Management section, tap the "hamburger" icon (three grey horizontal lines) in the upper right corner of the screen, then choose "Order Management".



On the left, you'll see a list of Events. To change the date you're viewing, tap the Calendar icon in the upper right.


On the right, you'll see a list of Orders from the selected day.

  • All shows you all the orders from that day.
  • Individuals shows you all orders for which there is a billing contact. This includes Orders paid by credit card (using the card reader), all online orders, all inside sales orders, and orders paid by cash for which the POS operator collects the customer's contact information. 
  • Organizations shows you all orders made by organizations (e.g. Group bookings).
  • Walk-Ins lists all orders for which there is no billing contact. This usually means orders paid by cash, and for which no customer information is collected.

Order Lookup

There are two ways to retrieve an order in the ACME Sales application. To start, navigate to the Order Management menu. From here, you will be able to search for orders by Event or Manually. Below you will find the steps to follow for each option:


By Event

  1. Tap the Event on the left side of the page. If you want to look for an event on a different day, use the calendar icon to change the date, and choose the event from the requested date.
  2. The list of orders from the selected event should appear on the right side of the screen. 
  3. Choose Individuals, Organizations or Walk-Ins, if you wish to filter results down to a particular order type.
  4. Choose the order from the list of results.


Manually

  1. Tap the magnifying glass at the top of the page. 
  2. You can search by Name (first or last), email, or order number
  3. Choose Individuals, Organizations or Walk-Ins, if you wish to filter results down to a particular order type.
  4. Choose the order from the list of results. 


Once here, you can refund, check in, change an order, print tickets, and print receipts. Ticket conversion to membership is also available within the order.

Rebook an Order

To rebook an order to a different time or date:


    1. Locate your Order.

    2. Tap the area listing the Order's tickets for the Event you wish to rebook.

    3. Tap the calendar icon in the upper right corner.

    4. Using the Calendar icon and event time selector on the left side of the screen, tap the event instance you wish to move your tickets to.

    5. Select which tickets you wish to rebook to this time on the right side. Checking the circle located next to the "Rebook" header will auto-select all tickets.

    6. Use the "+" and "-" buttons to add or remove Rebook Fees from the order.

    7. Tap Rebook. If additional payment is required you will be able to process on this screen. Once that has been done, Tickets and Receipts can be Printed if necessary.

Refund an Order


NOTE: When you refund an Order, the system will refund the customer in the same form of payment used to purchase the Order. Refunds cannot be issued to alternate forms of payment.

  1. Select the "REFUND" button.
  2. Select the specific tickets that you wish to refund, or tap the circle at the top to select all tickets. 
    • If you need, the UUID (unique ticket ID) of each ticket is listed to the left.
  3. Tap "REFUND SELECTED" at the bottom of the page.
  4. The left side of the page will tell you the amount that is being refunded and in what form.
  5. Select a reason for the refund from the list and add notes. This step is mandatory. 
  6. Tap "ISSUE REFUND" on the bottom right.
  7. To print a receipt for this refund, select the "PRINT RECEIPT" button. If the customer would like an email, enter an email address and tap "EMAIL RECEIPT".
  8. To email a receipt for this refund, enter an email address in the email address field and select "EMAIL RECEIPT".
  9. Tap "DONE" to complete the refund. 

Check-In an Order

  1. From your Order, select the Event that contains the tickets you want to Check-In.
  2. Tap "CHECK IN".
  3. Select the specific tickets you'd like to check in, or tap the circle at the top to select all tickets.
  4. Tap "CHECK IN" at the bottom of the page.

You should see a green check mark next to the tickets that have been checked in.

Modify an Order

Add an Event, Membership, or Add-On to an Order

  1. Locate your Order.
  2. Tap "ADD EVENT". You will see the Retail view at the left.
  3. Choose the Ticket, Add-On, or Membership you'd like to add to the order.
  4. If a balance is due, tap "PAY BALANCE" at the bottom of the page.
  5. Complete the transaction as usual.

Note: To sell additional member-discounted tickets for a new event, a new order should be created to ensure membership discounts are applied.


Add Tickets to an Order

  1. From your Order, select the Event you'd like to modify.
  2. Tap "ADD TICKET". 
  3. Choose the Ticket Type from the drop-down menu. It will be added to the order.
  4. Use the "+" and "-" buttons to add or subtract tickets from the order. 
  5. Tap "UPDATE ORDER" at the bottom of the page.
  6. If a balance is due, tap "PAY BALANCE" at the bottom of the page.
  7. Complete the transaction as usual.

Reprint Tickets

NOTE: If tickets from an order have already been printed and you reprint tickets, the original tickets will automatically become invalid.

  1. From your Order, select the Event that contains the tickets that you wish to re-print. 
  2. Tap"PRINT TICKETS".
  3. This tickets will need to be checked in separately (via the app or at Access Control)

Reprint a Receipt

  1. Locate your Order.
  2. Tap "PRINT RECEIPT".


Reprint a Signature Slip

Signature slips for historical orders can be reprinted in Order Management by taking the following steps:

  1. Locate your desired order in Order Management.
  2. Click the "See All" button next to the credit card payment near the bottom of the screen.
  3. Select the "Signature" icon next to the credit card amount. The signature slip will then print from your connected receipt printer.

Still need help? Take a look at the ACME Sales (POS) Resource Center for more.