TABLE OF CONTENTS |
Organizations Overview
Organizations are outside groups that visit your venue, or groups that hold Events at your venue. Organizations are grouped into Organization Categories.
Once you've entered an Organization into the system, you can set up Organization Discounts, create Orders, and use Organizations for Reporting.
Things to Know Before Creating New Organizations
In ACME, Organizations are grouped for reporting and discount pricing purposes into Organization Categories.
Discounts, for example, work by being associated with Organization Categories, not individual Organizations. Before you add an Organization, you will need to have at least one Organization Category created too.
Additionally, before creating a new Organization, ACME recommends gathering the Organization's contact information (phone number, address, etc), as well as the contact information for at least one contact from the organization. The contact can have the same contact information as the organization, but a primary contact is required in order to complete the creation process.
Adding an Organization
Once you have created an appropriate Organization Category and have your Organization's contact and primary contact information in hand, you are ready to create a new Organization in Back office!
1. Click on Organizations in the left sidebar.
2. Click on Create Organization:
3. Enter the name, category, and contact information for your new organization (if your Primary Contact will be using the same address, check the box below the organization address to confirm):
4. Once you've added your organization's contact information, select a Payment Policy ("Pay in Full" requires that payment be made at the time an order is created, whereas "Deferred Payment" allows a user to create an order without payment:
5. Select a Vouchers Policy (if applicable) and a Ticket Delivery method (Print-at-home vs Will Call)
6. Click on "Create" to create your organization!
7. You will be brought to the "Edit Organization" page. Your Organization is now created!
Editing Organization Information
If you need to edit the details of an Organization that already exists in ACME:
1. When viewing an organization, click on Edit Organization in the top right corner:
2. Once here, you can add or edit information to the Organization's record, like changing the Organization's Name, Address, Phone, Email, or Organization Category.
3. If you'd like to add another address (if the Organization has more than one address), click "+New Address". In the window that pops up, enter the new address. You also have the option to make this address the Primary Address. Click "Save":
4. You can edit all the information for your Primary Contact. If you'd like to add other contacts, click "+Add Contact" under "Secondary Contacts". In the window that pops up, enter the information for the secondary contact. If that person has a different address, click "+New Address" to add it. If the contact is using an existing address, tap the row to highlight it. Select "Add" to commit your changes:
5. Click "Update" to save your changes to the organization record:
