[IMP] Events: Update Sell event tickets page 18.0
closes odoo/documentation#16740
X-original-commit: 79f9dfe963
Signed-off-by: Kai Wen Li (kaili) <kaili@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
@@ -2,17 +2,11 @@
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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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Odoo **Events** provides users with the ability to create custom event tickets and ticket tiers with
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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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It also allows them to sell event tickets in different ways: via standard sales orders, through
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point of sales, and online through an integrated website.
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Configuration
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=============
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@@ -20,50 +14,29 @@ Configuration
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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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:guilabel:`Registration` section, there are several different settings:
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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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- :guilabel:`Tickets with Sale`: Allows users to sell event tickets with standard sales orders in
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the **Sales** app.
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- :guilabel:`Tickets with PoS`: Allows users to sell even tickets with point of sales in the **Point
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of Sale** app.
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- :guilabel:`Online Ticketing`: Allows users to sell event tickets online through their integrated
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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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:guilabel:`Save` at the upper-left to enable it.
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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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With these settings enabled, any event with paid tickets sold (either through a sales order or
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through the website) features a :icon:`fa-dollar` :guilabel:`Sales` smart button at the top of the
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event form. Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a separate page,
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showcasing all the sales orders (standard and/or online) related to tickets that have been sold for
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that specific event.
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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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.. image:: sell_tickets/events-sales-smartbutton.png
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:alt: View of an event's form and the sales smart button in Odoo Events.
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Sell event tickets with the Sales app
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=====================================
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@@ -73,62 +46,90 @@ 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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column, select (or create) an event registration product.
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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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To add an event registration product to a sales order, its :guilabel:`Product Type` field **must**
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be set to :guilabel:`Service` and the :guilabel:`Create on Order` field **must** be set to
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:guilabel:`Event Registration`. These fields are accessible in the product form of the event
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registration product.
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.. image:: sell_tickets/event-registration-product-form.png
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:alt: View of an event registration product form in Odoo.
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Once an event registration product is selected, a :guilabel:`Select an Event` pop-up window 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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:alt: Standard 'Select 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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From the :guilabel:`Select an Event` pop-up window, select which event this ticket purchase is
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related to in the :guilabel:`Event` field drop-down menu. Then, in the :guilabel:`Ticket Type`
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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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When all the desired configurations are complete, click :guilabel:`Add`. Doing so returns the user
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to 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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To re-open the *Select an Event* pop-up window, click on the event registration product name in
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the :guilabel:`Order Lines` tab, then click on the :icon:`fa-pencil` :guilabel:`(pencil)` icon.
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Sell event tickets through the Point of Sale app
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================================================
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To sell event tickets through a point of sale, the event registration products must be configured to
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appear in the **Point of Sale** app.
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First, navigate to the product form for the event registration product by going to
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:menuselection:`Sales app --> Products --> Products` and selecting the desired product. Under the
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name of the product, select the :guilabel:`Point of Sale` checkbox to enable the product to be
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visible in a :abbr:`POS (point of sale)`.
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After selecting, a :guilabel:`Point of Sale` tab appears where the user can optionally provide
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additional information about the event tickets in a :abbr:`POS (point of sale)`, such as its
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category or whether it can be self-ordered.
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.. image:: sell_tickets/event-form-pos.png
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:alt: View of an event registration product form configured to allow POS sales.
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With the products configured, navigate to :menuselection:`Point of Sale` app and open a :abbr:`POS
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(point of sale)` register. The :abbr:`POS (point of sale)` displays any open events with the
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corresponding event registration products, as well as the event registration products themselves.
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To learn more about configuring and selling products in a :abbr:`POS (point of sale)`, refer to the
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:doc:`Point of Sale <../../sales/point_of_sale>` documentation.
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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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When a visitor arrives on the registration 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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If the visitor is **not** already on the registration 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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registration 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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using the drop-down menu available to the right of their desired ticket. Once the desired selections
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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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configured in the :guilabel:`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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with the :guilabel:`Ask once per order` setting, that question is only asked once, **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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