420a634560
closes odoo/documentation#9638
X-original-commit: 184dd5f93f
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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144 lines
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==================
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Sell event tickets
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==================
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Odoo *Events* provides users with the ability to create custom event tickets (and ticket tiers),
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with various price points.
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It *also* allows them to sell event tickets in two different ways: via standard sales orders, and
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online through an integrated website.
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Odoo also simplifies the ticket-purchasing process by providing plenty of payment method options.
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.. tip::
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To learn more about how to create custom tickets (and ticket tiers) for events, check out the
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:doc:`create_events` documentation.
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Configuration
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=============
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In order to sell event tickets in Odoo, some settings must first be enabled.
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First, navigate to :menuselection:`Events app --> Configuration --> Settings`. In the
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:guilabel:`Registration` section, there are two different settings: :guilabel:`Tickets` and
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:guilabel:`Online Ticketing`.
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The :guilabel:`Tickets` setting allows users to sell event tickets with standard sales orders.
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The :guilabel:`Online Ticketing` setting allows users to sell event tickets online through their
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integrated Odoo website.
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To activate a setting, tick the checkbox beside the desired feature's label, and click
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:guilabel:`Save` to finish enabling it.
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.. note::
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If these options are *not* enabled, a default :guilabel:`Register` button becomes available for
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visitors to interact with and procure free registrations to the event.
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.. image:: sell_tickets/events-settings-tickets.png
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:align: center
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:alt: View of the settings page for Odoo Events.
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With those settings enabled, Odoo automatically creates a new *Product Type* called, *Event Ticket*,
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which is accessible on every product form. Odoo also creates three event registration products (with
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the *Product Type* set to *Event Ticket*) that can be used or modified for event tickets.
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.. important::
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When creating a new event registration product, the *Product Type* **must** be set to *Event
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Ticket* on the product form, in order for it to be selected in the *Product* column under the
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*Tickets* tab on an event form.
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.. image:: sell_tickets/events-tickets-registration-product.png
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:align: center
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:alt: View of an event form highlighting the column product under the tickets tab in Odoo.
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.. note::
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Any event with paid tickets sold, features a :icon:`fa-dollar` :guilabel:`Sales` smart button at
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the top of the event form, where the respective sales orders attributed to those ticket sales
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become available.
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.. image:: sell_tickets/events-sales-smartbutton.png
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:align: center
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:alt: View of an event's form and the sales smart button in Odoo Events.
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Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a separate page, showcasing
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all the sales orders (standard and/or online) related to tickets that have been sold for that
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specific event.
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Sell event tickets with the Sales app
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=====================================
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To sell event tickets with sales orders, start by navigating to the :menuselection:`Sales` app.
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Then, click :guilabel:`New` to open a new quotation form.
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After filling out the top portion of the form with the appropriate customer information, click
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:guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Then, in the :guilabel:`Product`
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column, select (or create) an event registration product configured with its :guilabel:`Product
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Type` set to :guilabel:`Event Ticket` on its product form.
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Once an event registration product is selected, a :guilabel:`Configure an event` pop-up window
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appears.
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.. image:: sell_tickets/configure-event-popup.png
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:align: center
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:alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales order.
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From the :guilabel:`Configure an event` pop-up window, select to which event this ticket purchase is
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related to in the :guilabel:`Event` field drop-down menu. Then, in the :guilabel:`Event Ticket`
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drop-down menu, select which ticket tier the customer wishes to purchase, if there are multiple
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tiers configured for that event.
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When all the desired configurations are complete, click :guilabel:`Ok`. Doing so returns the user to
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the sales order, with the event registration ticket product now present in the :guilabel:`Order
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Lines` tab. The user can proceed to confirm and close the sale, per the usual process.
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.. tip::
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To re-open the *Configure an event* pop-up window, hover over the event registration product name
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in the :guilabel:`Order Lines` tab, and click on the :icon:`fa-pencil` :guilabel:`(pencil)` icon.
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Sell event tickets through the Website app
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==========================================
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When a visitor arrives on the register page of the event website, they can click the
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:guilabel:`Register` button to purchase a ticket to the event.
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.. note::
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If the visitor is *not* already on the register page of the event website, clicking
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:guilabel:`Register` on the event website's submenu redirects them to the proper
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register page. From there, they can click the :guilabel:`Register` button to begin the ticket
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purchasing process.
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If different ticket tiers are configured for the event, the visitor is presented with a
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:guilabel:`Tickets` pop-up window.
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.. image:: sell_tickets/tickets-popup.png
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:align: center
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:alt: The tickets pop-up window that appears on the event's website when 'Register' is clicked.
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From here, visitors select which ticket tier they would like to purchase, along with a quantity,
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using the numerical drop-down menu available to the right of their desired ticket. Once the desired
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selections have been entered, the visitor then clicks the :guilabel:`Register` button.
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Then, an :guilabel:`Attendees` pop-up window appears, containing all the questions that have been
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configured in the *Questions* tab of the event form for this particular event.
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.. image:: sell_tickets/attendees-popup.png
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:align: center
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:alt: The attendees pop-up window that appears on the event's website when 'Ok' is clicked.
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If multiple tickets are being purchased at once, there are numbered sections for each individual
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ticket registrant, each containing the same questions. However, if any question has been configured
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with the *Ask once per order* setting, that question is only asked once -- and **not** for every
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attendee making the reservation in the order.
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With all necessary information entered, the visitor can then click the :guilabel:`Go to Payment`
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button. Doing so first takes the visitor to a :guilabel:`Billing` confirmation page, followed by a
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:guilabel:`Payment` confirmation page, where they can utilize any configured payment method set up
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in the database to complete the order.
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Then, once the purchase is complete on the front-end of the website, the subsequent sales order is
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instantly accessible in the back-end of the database.
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.. seealso::
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:doc:`create_events`
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