This article looks at Fulfilment products. A Fulfilment product is required in order to give customers the option of how they receive their tickets, as well as controlling what orders appear in Order Batch and Event Batches for printing tickets in-house. There are three types of fulfilment products, Collect At Box Office, Postage, and Print At Home.
There are two parts to setting this up correctly. The first is to create the Fulfilment product, the second is to activate it within the settings tab.
Creating a Fulfillment Product
Collect at Box Office
First, go to Manage > Products and click Add new.
1. Select Fulfillment product for the Product type.
2. Give it a name e.g. Box Office Collection.
3. Ensure that Active product? and Can be sold? are turned on (blue).
4. Unless you are charging for collection the price should be 0.00.
5. Assign to a Program if applicable or leave as is.
6. Tags - Tags define how this product works and how it sorts different orders into either Event Batches or Order Batches for Batch Printing. For Collect at Box Office, the following tags are required:
- 'collect' - This means that when an order is purchased and the Collect at Box Office option is selected, the order will be sent to the Event Batch for printing.
- 'allow_inside_postal_guard' - Postal Guard is a setting to make sure tickets can not be bought for postage within a certain number of days before the event being purchased. This tag is required so that tickets can be bought up until the time of the performance or online cut-off.
7. Click Add to save.
1. An option to upload a supporting image for your product.
2. An additional Settings tab at the top of the page.
The bottom section of this page covers how to activate this fulfilment product in settings.
Postage
When offering Postage as a fulfilment option, you will need to set the postal guard within General Settings however many days before the event that you want the cut-off for postage to be, typically this is either 5, 6 or 7 days.
The number of days here is done on business days, ie Monday to Friday. This number should be a positive number. If there is a negative number, i.e. -1, in the settings, this means that the postal guard setting is not active. so if you want the cut-off to be 6 days, you would enter the number 6 then save. It should not read -6.
1. Go to Settings > General Settings.
2. Search for "postal guard days".
3. Enter the days as detailed above, for example we want the post to cut off 6 days beforehand so we enter 6.
4. Click Update to save.
Important
The "postal guard days" setting also exists at Subdomain, Program, Show and Event levels
Now we need to setup a fulfilment product for Postage just as we did with Box Office Collection.
First, go to Manage > Products and click Add new.
1. Select Fulfillment product for the Product type.
2. Give it a name e.g. Postage.
3. Ensure that Active product? and Can be sold? are turned on (blue).
4. Toggle on Permit printed receipt? to ensure postal orders can be batched.
5. In this case it's 1.50 for postage so we add that in for the price.
6. Assign to a Program if applicable or leave as is.
7. Tags - Tags define how this product works and how it sorts different orders into either Event Batches or Order Batches for Batch Printing. For Postage, the following tag is required:
- 'postage' - this means that when an order is purchased and the postage option is selected, the order will be sent to the Order Batch for printing.
8. Click Add to save.
The bottom section of this page covers how to activate this fulfilment product in settings.
Print At Home/E-ticket
The setup process for E-tickets / Print at Home is the same as the steps above for Box Office Collection and Postage with the exception of a few details.
First, go to Manage > Products and click Add new.
1. Select Fulfilment product for the Product type.
2. Give it a name e.g. Postage.
3. Ensure that Active product? and Can be sold? are turned on (blue).
4. The price should be 0.00.
5. Assign to a Program if applicable or leave as is.
6. Tags - Tags define how this product works and how it sorts different orders into either Event Batches or Order Batches for Batch Printing. For E-ticket / Print at Home, the following tags are required
- 'Print_at_home' - This tells the system that the customer wants to print their own tickets and sends the customer their print at home ticket. Using print at home allows you to set up a different ticket template specifically for customers who want this option. The print at home template is an A4 paper size, where you can put more information on as well as some images
- 'Allow_inside_postal_guard' - Postal Guard is a setting to make sure tickets can not be bought for postage within a certain number of days before the event being purchased. This tag is required so that tickets can be bought up until the time of the performance, or online cut off.
- 'collect' - A fulfilment product has to have either 'collect' or 'postage' as a tag, so we will add 'collect'.
7. Click Add to save.
The section below will show how to activate the Print at Home setting.
Activate Fulfilment Products
Once all the Fulfilment products you require have been set up they need to be activated on Account level.
1. Go to Settings > General Settings.
2. Search for the "fulfillment_options" setting.
3. Tick the options you want to make available for selection across the Account.
4. Press Update at the bottom of the screen.
If you want to activate a Fulfilment product on a lower level, like Program or on a specific Show, but not across the entire account, this can be done. To do so you would need to :
- Activate the fulfilment at Account level.
- Deactivate the fulfilment at Subdomain level.
- Activate the fulfilment at the desired level e.g. Program or Show level.
Before doing this, remember that all items in a Cart must have at least 1 fulfilment option in common activated on them. So if you activating a fulfilment on a Show level, you'll need to also activate it on any Products that customers might purchase alongside tickets for the show.
Set a default Fulfilment for Box Office orders
Orders at Box Office can have a default Fulfilment option selected, which will apply to all orders automatically (unless there are items in the order where the default Fulfilment is not available). The Fulfilment on an order can be changed manually away from the default at Box Office when required.
To set a default Fulfilment for Box Office orders:
1. Go to Settings > General Settings.
2. Find the setting called "default fulfillment option".
3. From the dropdown select the Fulfilment method you want to be the Default at Box Office.
4. Click Update.
Set when the E-ticket / Print at Home download link is available in the Checkout Mailer
When using the E-ticket/Print at Home Fulfilment option, you need to set when you want the 'Download Tickets' button to be available in your confirmation email (depending on how the HTML of your Checkout Mailer is set up).
1. Go to Settings > General Settings.
2. Search for "allow print at home" setting.
3. Now you need to select your option:
- If you offer multiple fulfilment options select based on fulfillment product. This means the download link link will be included only if a fulfilment product tagged with 'print_at_home' is included in the order.
- If you ONLY offer E-ticket / Print at Home, select always. This means the download link is always included in emails (for all tickets and printable products).
- If you do NOT offer E-ticket / Print at Home, select no.
4. Click Update to save.
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