Revenue Management and Admission Control Software. Selling Passes from an egalaxy Web Store

Transcription

1 Revenue Management and Admission Control Software Selling Passes from an egalaxy Web Store

2 This document, as well as the software described in it, is provided under a software license agreement with Gateway Ticketing Systems, Inc. Use of this software and all related documentation is subject to and limited by the terms and conditions stated in such software license agreement. The content of this manual is furnished for informational use only, is subject to change without notice and should not be construed as a commitment by Gateway Ticketing Systems, Inc. Gateway Ticketing Systems, Inc, assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the express permission of Gateway Ticketing Systems, Inc Gateway Ticketing Systems, Inc. All rights reserved. Copyright protection claimed includes all forms and matters of copyrightable material and information now or hereafter allowed by statutory or judicial law, including without limitation, material generated from the software programs which are displayed on the screen, such as icons, screen displays, graphics, user interfaces, etc. Galaxy, Galaxy 2, Galaxy Point of Sale, Galaxy Pass, Galaxy Pass & Photo ID, Galaxy Group Sales Order Entry, Galaxy Resource Management, Galaxy Admission Control, Galaxy Turnstile Controller, Galaxy ACS Module for POS, Galaxy Mobile Admission Control, Galaxy Debit Module, Galaxy Management Controller, Galaxy Manager's Workstation, Galaxy Transportation Module, egalaxy, Galaxy Payment Server, Galaxy Concentrator, Gateway Ticketing Systems and the Gateway Ticketing Systems logo are trademarks of Gateway Ticketing Systems, Inc. All other trademarks and registered trademarks are the properties of their respective companies or mark holders.

3 Table of Contents Selling Passes from a Web Store... 1 Supplemental Documentation...1 Configuring for Online Pass Sales...1 Creating Internet Pass Items...1 Configuring Delivery Methods...4 Configuring Web Templates...9 Selling a Pass Online...11 Picking up the Pass Order...12 Redeeming the Pass Voucher...12 i

4 Selling Passes from a Web Store When you sell passes from your Web store, you do not sell the actual passes. Instead, you sell pass vouchers that a guest redeems at your facility for a pass. To look up the order information, you can use Galaxy Order Entry and the Quick Order Pickup function in Galaxy Point of Sale. To enable pass sales from a Web store, you must configure the following: Pass items for voucher purchase and redemption A delivery method with a confirmation template and Quick Order Pickup enabled Supplemental Documentation The following documentation is referenced in this guide and may be necessary to better understand and use the associated features: Galaxy Photo Pass User Guide Galaxy Order Entry User Guide egalaxy Server Administrator Guide Galaxy Quick Order Pickup User Guide Galaxy Sales Channel Maintenance User Guide Configuring for Online Pass Sales To enable pass sales from your Web store, you must configure the following: Pass and Reissue Pass tickets A delivery method A confirmation template Creating Internet Pass Items All functions related to pass sales require a defined ticket type. This includes pass reissues, renewals and upgrades. For example, to reissue a pass, you must create and select a reissue ticket type. When you create pass items for online purchases, you create two ticket types. The Pass ticket is used for the pass voucher and the Reissue Pass is used when the voucher is redeemed. When you configure the Pass ticket, you must select a ticket set that uses a coupon with keywords but not keyword. When you configure the Reissue Pass ticket, you select a ticket set that includes keyword. Creating a ticket type for a pass is the same as for any other type of ticket with the exception of passspecific options. 1

5 You must set the ticket Kind to a pass type. For online pass sales, you use the following: Option Pass Reissue Pass Description Sets the ticket type to sell a new pass. This is used to sell the pass voucher. Sets the ticket type to reissue or reprint an existing pass. This is used to print the actual pass when a pass voucher is redeemed. When you select one of the pass ticket kinds, there are additional options to set. From the Additional Options button, you can set the following: Option Pass Kind Same Pass Kind Reset Expiration Full Journalization Description Select the Pass Kind to be assigned to the ticket type. You must select a Pass Kind for each of the pass types (pass, reissue, renew and upgrade). If the ticket type is set to Reissue Pass, you can use the ticket type to reissue any pass regardless of the Pass Kind. This only applies when the cost of replacing the Pass Kind and the card layout are the same. For a Reissue Pass ticket type, this recalculates a new expiration date when a pass is reprinted. For a Reissue Pass ticket type, by default only the reissue value is added to the sales journal. When you select Full Journalization, the sales journal contains the complete reissue process: The return of the original pass. The sale of the new pass. A line indicating the reissue. Pick Pass on Return Keep Old Pass ID Picture Options If a pass is refunded, the specific pass ID must be marked as belonging to a returned pass. The Pick Pass on Return option enables users to select the pass to be refunded. When a reissue pass is printed, the Pass Kind is typically configured to issue a new ID number. When Keep Old Pass ID is selected, the original pass ID number is used when the pass is reissued. Capture enables new pictures to be taken for the ticket type. Store adds the image to the pass record in the SQL database table. 2

6 To configure a pass ticket type: 1. In Galaxy, select Data Maintenance > Product Maintenance. 2. Double-click Tickets and Items. The Items dialog opens. 3. Add or edit a pass ticket. The Add/Edit Ticket dialog opens. 4. On the Add/Edit Ticket dialog, use the Kind arrow to select a pass type. Select Pass, Reissue Pass, Renew Pass or Upgrade Pass. 5. Select the Additional Options button. The Extra Pass Options dialog opens. 6. Configure the appropriate options for the pass type. 7. Select OK. The Extra Pass Options dialog closes. 8. On the Add/Edit Ticket dialog, configure the appropriate ticket options. 9. Select OK. The Add/Edit Ticket dialog closes. 3

7 Configuring Delivery Methods The delivery methods define how the order is shipped to the customer. The defined methods are available on the Delivery tab on the main order screen. By default, the following delivery methods are available: None Hold Mail OverNight Second-Day Other PrintAtHome Kiosk You can edit and delete the default methods as well as add new delivery methods. When you configure a delivery method, the information is stored in the DeliveryMethods SQL database file. To configure a delivery method, you must have the following user privilege: Edit Delivery Methods 4

8 When you configure a delivery method, you set general options, the long description of the method and instructions for the method. On the General tab, you set the following options: Option Name Kind Description Identifier Confirmation Template Marketing Message Template Description The name of the delivery method. This is the name that displays on the Delivery tab on the main order screen. Name is also displayed when selecting a shipping method for a Web store purchase. The type of delivery method. Select from the following: None No delivery method. Hold Hold or Will Call orders. Mail Standard mail. Overnight Overnight delivery. SecondDay Second day delivery. Other Other delivery method. PrintAtHome Print at Home ticket. Kiosk Ticket(s) printed at a kiosk. A short description of the delivery method. For Web store purchases, this is the information that is displayed on the Web page when selecting a delivery method. An identification to help distinguish between delivery methods with the same name. The template used to send the order confirmation . The is sent to the address provided for the contact in the order and can be viewed either as an HTML or a plain text message. The marketing message that is displayed in the confirmation and on the Web store confirmation page. For Web store purchases, if the Suppress Marketing Messages option is selected for the Merchant, the marketing message is not included in the or on the Web page. NOTE: For Web store purchases, if the same marketing message is configured for the delivery method and the Sales Sub Category, the message is only displayed once. Usage The Usage options define how Quick Order Pickup orders can be picked up. Select from the following: Allow use with Batch Print The order can be processed by Batch Print. Allow use with pickup at Kiosk The order can be picked up at a Galaxy Kiosk station. This option is automatically selected if the Kind is set to Kiosk. Allow use with Quick Order Pickup The order can be picked up using Quick Order Pickup. 5

9 On the Shipping tab, you set the following options: Option Estimated Days Shipping Days Shipping Charge PLU Description The estimated number of days for delivery. This value is used by the Web store to calculate the value of keyword. When the estimated delivery date is calculated, the selected Shipping Days are used. The day the order is placed is not included in the calculation. The days of the week to include when calculating the shipping date. If the Estimated Days value is greater than zero (0), you must select at least one shipping day to save the delivery method. If the Estimated Days value is zero (0), the current date is used as the shipping date, regardless of the Shipping Days selection. The PLU number used to apply shipping charges for the selected delivery method. This enables you to recognize shipping charges by company. 6

10 On the Long Description tab, you type the detailed description of the delivery method. For Web store purchases, this is the information that is displayed when the customer selects the More info (or similarlynamed) link associated with the delivery method. You can also specify instructions for the delivery method on the Instructions tab. This enables you to specify the estimated delivery date and any instructions specific to that delivery method. For example, if a signature is required, you specify that on the Instructions tab. This information is used in the confirmation and, for Web store purchases, on the confirmation Web page using keyword. Gateway Script is used to calculate the delivery date using the date the order is placed and the Est. Days value for the delivery method. For example, if the order was placed on November 1, 2004 and UPS Second-Day delivery was selected, the estimated arrival would be November 3, Following is an example of delivery method instructions: You have selected UPS Second-Day delivery for your tickets. Your estimated delivery date is <% write(order.getorderfield('shipdate')) %>. Tickets will be shipped to the Billing Address of your credit card. Signature is required upon delivery. To access the Delivery Methods dialog: 1. Select Order Entry > Configuration. 2. Double-click Delivery Methods. The Delivery Methods dialog opens. 7

11 To configure a delivery method: 1. On the Delivery Methods dialog, do one of the following: To Do this Add a delivery method. Select the Create a new record button ( ). The Delivery Method dialog opens. Alt Procedure Select File > New. Edit a delivery method. 1. Select the delivery method to edit. 2. Select the Edit an existing record button ( ). The Delivery Method dialog opens. Alt Procedure Select File > Edit. 2. Select the General tab and do the following: a. In the Name field, type the name of the delivery method. b. Use the Kind arrow to select the type of delivery method. c. In the Description field, type the description of the delivery method. d. On the Items dialog, select the item to use for the shipping charge and select OK. The Items dialog closes. e. Next to Confirmation Template, select the Browse button ( ). The Confirmation s dialog opens. f. On the Confirmation s dialog, select the template to use and select OK. The Confirmation s dialog closes. g. Next to Marketing Message Template, select the Browse button ( ). The Marketing Messages dialog opens. h. On the Marketing Messages dialog, select the marketing message to use and select OK. The Marketing Messages dialog closes. i. Under Usage, select the desired order pickup option(s). 3. Select the Shipping tab and do the following: a. In the Est. Days field, type the estimated number of days for delivery. Alt Procedure Use the up or down arrows to increase or decrease the value. b. Under Shipping Days, select the check box for the day(s) of the week to include in the shipping date calculation. c. Next to Shipping Charge PLU, select the Browse button ( ). The Items dialog opens. 4. Select the Long Description tab and type the long description of the delivery method. 5. Select the Instructions tab and type the instructions for the delivery method. 6. Select OK. The Delivery Method dialog closes. 7. Select OK. The Delivery Methods dialog closes. 8

12 To delete a delivery method: 1. On the Delivery Methods dialog, select the delivery method to delete. 2. Select the Delete an existing record button ( ). The delivery method is deleted. Alt Procedure Select File > Delete. Configuring Web Templates Web templates are used for the order confirmation and the marketing message. The order confirmation is the sent to the customer after the order has been received by egalaxy Server. The marketing message is a customizable message that displays on the order confirmation page and . NOTE: To generate and send a confirmation , the customer must be assigned to a merchant. Confirmation s are generated and sent by the Galaxy Web Order Processor service. When you configure the customer, you must assign that customer to a merchant. For more information about merchants, see the Galaxy Sales Channel Maintenance User Guide. You can configure a Web template using HTML content, plain text or both. The HTML content is standard HTML and can be created using the built-in HTML editor or an external editor. If you use an external HTML editor, you can import that file. When you configure a Web template, you set the following : Option Name Kind HTML tab Plain Text tab Description The name of the template. The type of template. Depending on the template you select, this is automatically set to Confirmation or Marketing Message. The HTML content of the template. The content of the template in text format. 9

13 To configure a Web template: 1. On the Delivery Method dialog, select the General tab. 2. Do one of the following: To Configure a confirmation template. Do this Next to Confirmation Template, select the Browse button ( ). The Confirmation s dialog opens. Configure a marketing message template. Next to Marketing Message Template, select the Browse button ( ). The Marketing Messages dialog opens. 10

14 3. On the Confirmation s or Marketing Messages dialog, do one of the following: To Do this Add a template. Select the Create a new record button ( ). The Confirmation s or Marketing Messages dialog opens. Edit a template. Select the Web template to edit and select the Edit existing record button ( ). The Confirmation s or Marketing Messages dialog opens. Alt Procedure Double-click the Web template to edit. 4. In the Name field, type the name of the Web template. 5. Depending on the template you selected, the Kind arrow is automatically set to Confirmation or Marketing Message. 6. To add HTML content, do the following: a. Select the HTML tab. b. Type the HTML content. c. To preview the content, select the Preview tab below the pane. d. To insert HTML content from an external file, select Insert HTML from file and select the file. 7. To add plain text content, do the following: a. Select the Plain Text tab. b. Type the template content. c. To use the text from the HTML content, select Extract Text From HTML Body. d. To insert content from an external file, select Insert Text from file and select the file. 8. Select OK. The Confirmation s or Marketing Messages dialog closes. Selling a Pass Online When a guest adds a pass to a Web store order, a screen opens where the guest enters the pass-holder information. At the completion of the transaction, the order is imported by egalaxy Server. After egalaxy processes the order, it sends a confirmation to the guest using the Confirmation Template specified in the delivery method. NOTE: The pass information must include the pass-holder s last name. When egalaxy imports a pass from a Web site, it requires the pass-holder s last name. The other pass information fields are optional based on the Pass Kind settings. The order information is added to the Order Entry database tables and a pass record is created with the pass-holder information entered by the guest. 11

15 Picking up the Pass Order When the guest arrives at the facility, the order is retrieved based on the delivery method. For example, the order can be picked up using the Quick Order Pickup function in Galaxy Point of Sale. You can retrieve orders from Quick Order Pickup using the confirmation number or contact information. When the ticket seller locates and issues the order, a pass voucher is printed. This voucher is used for entrance into the facility and is later redeemed for a pass. Redeeming the Pass Voucher When a guest redeems a pass voucher, you reissue the pass that was originally sold on the Web site. When you reissue the pass, you select the Internet pass item configured as a reissue pass. When you select the Reissue Pass ticket type, you must select the pass that is to be reissued. When the transaction is complete and the new pass is printed, the status of the old pass is set to Replaced. When the status is changed, the old pass ID cannot be used for admission or redeemed for a ticket or discount. Depending on the Pass Kind or ticket type settings, a new pass record may be created. The following options control whether a new pass record is created: Pass Kind Use New ID Pass Ticket Type Keep Old Pass ID If the pass is configured for a pass-holder photo, you are prompted to capture the picture when you reissue the pass. 12