diff --git a/content/applications/marketing/events/sell_tickets.rst b/content/applications/marketing/events/sell_tickets.rst index 07dfaaf8cc..3b1a0455c9 100644 --- a/content/applications/marketing/events/sell_tickets.rst +++ b/content/applications/marketing/events/sell_tickets.rst @@ -2,17 +2,11 @@ Sell event tickets ================== -Odoo *Events* provides users with the ability to create custom event tickets (and ticket tiers), -with various price points. +Odoo **Events** provides users with the ability to create custom event tickets and ticket tiers with +various price points. -It *also* allows them to sell event tickets in two different ways: via standard sales orders, and -online through an integrated website. - -Odoo also simplifies the ticket-purchasing process by providing plenty of payment method options. - -.. tip:: - To learn more about how to create custom tickets (and ticket tiers) for events, check out the - :doc:`create_events` documentation. +It also allows them to sell event tickets in different ways: via standard sales orders, through +point of sales, and online through an integrated website. Configuration ============= @@ -20,50 +14,29 @@ Configuration In order to sell event tickets in Odoo, some settings must first be enabled. First, navigate to :menuselection:`Events app --> Configuration --> Settings`. In the -:guilabel:`Registration` section, there are two different settings: :guilabel:`Tickets` and -:guilabel:`Online Ticketing`. +:guilabel:`Registration` section, there are several different settings: -The :guilabel:`Tickets` setting allows users to sell event tickets with standard sales orders. - -The :guilabel:`Online Ticketing` setting allows users to sell event tickets online through their -integrated Odoo website. +- :guilabel:`Tickets with Sale`: Allows users to sell event tickets with standard sales orders in + the **Sales** app. +- :guilabel:`Tickets with PoS`: Allows users to sell even tickets with point of sales in the **Point + of Sale** app. +- :guilabel:`Online Ticketing`: Allows users to sell event tickets online through their integrated + Odoo website. To activate a setting, tick the checkbox beside the desired feature's label, and click -:guilabel:`Save` to finish enabling it. - -.. note:: - If these options are *not* enabled, a default :guilabel:`Register` button becomes available for - visitors to interact with and procure free registrations to the event. +:guilabel:`Save` at the upper-left to enable it. .. image:: sell_tickets/events-settings-tickets.png - :align: center :alt: View of the settings page for Odoo Events. -With those settings enabled, Odoo automatically creates a new *Product Type* called, *Event Ticket*, -which is accessible on every product form. Odoo also creates three event registration products (with -the *Product Type* set to *Event Ticket*) that can be used or modified for event tickets. +With these settings enabled, any event with paid tickets sold (either through a sales order or +through the website) features a :icon:`fa-dollar` :guilabel:`Sales` smart button at the top of the +event form. Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a separate page, +showcasing all the sales orders (standard and/or online) related to tickets that have been sold for +that specific event. -.. important:: - When creating a new event registration product, the *Product Type* **must** be set to *Event - Ticket* on the product form, in order for it to be selected in the *Product* column under the - *Tickets* tab on an event form. - - .. image:: sell_tickets/events-tickets-registration-product.png - :align: center - :alt: View of an event form highlighting the column product under the tickets tab in Odoo. - -.. note:: - Any event with paid tickets sold, features a :icon:`fa-dollar` :guilabel:`Sales` smart button at - the top of the event form, where the respective sales orders attributed to those ticket sales - become available. - - .. image:: sell_tickets/events-sales-smartbutton.png - :align: center - :alt: View of an event's form and the sales smart button in Odoo Events. - - Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a separate page, showcasing - all the sales orders (standard and/or online) related to tickets that have been sold for that - specific event. +.. image:: sell_tickets/events-sales-smartbutton.png + :alt: View of an event's form and the sales smart button in Odoo Events. Sell event tickets with the Sales app ===================================== @@ -73,62 +46,90 @@ Then, click :guilabel:`New` to open a new quotation form. After filling out the top portion of the form with the appropriate customer information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Then, in the :guilabel:`Product` -column, select (or create) an event registration product configured with its :guilabel:`Product -Type` set to :guilabel:`Event Ticket` on its product form. +column, select (or create) an event registration product. -Once an event registration product is selected, a :guilabel:`Configure an event` pop-up window -appears. +To add an event registration product to a sales order, its :guilabel:`Product Type` field **must** +be set to :guilabel:`Service` and the :guilabel:`Create on Order` field **must** be set to +:guilabel:`Event Registration`. These fields are accessible in the product form of the event +registration product. + +.. image:: sell_tickets/event-registration-product-form.png + :alt: View of an event registration product form in Odoo. + +Once an event registration product is selected, a :guilabel:`Select an Event` pop-up window appears. .. image:: sell_tickets/configure-event-popup.png - :align: center - :alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales order. + :alt: Standard 'Select an Event' pop-up window that appears on an event ticket sales order. -From the :guilabel:`Configure an event` pop-up window, select to which event this ticket purchase is -related to in the :guilabel:`Event` field drop-down menu. Then, in the :guilabel:`Event Ticket` +From the :guilabel:`Select an Event` pop-up window, select which event this ticket purchase is +related to in the :guilabel:`Event` field drop-down menu. Then, in the :guilabel:`Ticket Type` drop-down menu, select which ticket tier the customer wishes to purchase, if there are multiple tiers configured for that event. -When all the desired configurations are complete, click :guilabel:`Ok`. Doing so returns the user to -the sales order, with the event registration ticket product now present in the :guilabel:`Order +When all the desired configurations are complete, click :guilabel:`Add`. Doing so returns the user +to the sales order, with the event registration ticket product now present in the :guilabel:`Order Lines` tab. The user can proceed to confirm and close the sale, per the usual process. .. tip:: - To re-open the *Configure an event* pop-up window, hover over the event registration product name - in the :guilabel:`Order Lines` tab, and click on the :icon:`fa-pencil` :guilabel:`(pencil)` icon. + To re-open the *Select an Event* pop-up window, click on the event registration product name in + the :guilabel:`Order Lines` tab, then click on the :icon:`fa-pencil` :guilabel:`(pencil)` icon. + +Sell event tickets through the Point of Sale app +================================================ + +To sell event tickets through a point of sale, the event registration products must be configured to +appear in the **Point of Sale** app. + +First, navigate to the product form for the event registration product by going to +:menuselection:`Sales app --> Products --> Products` and selecting the desired product. Under the +name of the product, select the :guilabel:`Point of Sale` checkbox to enable the product to be +visible in a :abbr:`POS (point of sale)`. + +After selecting, a :guilabel:`Point of Sale` tab appears where the user can optionally provide +additional information about the event tickets in a :abbr:`POS (point of sale)`, such as its +category or whether it can be self-ordered. + +.. image:: sell_tickets/event-form-pos.png + :alt: View of an event registration product form configured to allow POS sales. + +With the products configured, navigate to :menuselection:`Point of Sale` app and open a :abbr:`POS +(point of sale)` register. The :abbr:`POS (point of sale)` displays any open events with the +corresponding event registration products, as well as the event registration products themselves. + +To learn more about configuring and selling products in a :abbr:`POS (point of sale)`, refer to the +:doc:`Point of Sale <../../sales/point_of_sale>` documentation. Sell event tickets through the Website app ========================================== -When a visitor arrives on the register page of the event website, they can click the +When a visitor arrives on the registration page of the event website, they can click the :guilabel:`Register` button to purchase a ticket to the event. .. note:: - If the visitor is *not* already on the register page of the event website, clicking + If the visitor is **not** already on the registration page of the event website, clicking :guilabel:`Register` on the event website's submenu redirects them to the proper - register page. From there, they can click the :guilabel:`Register` button to begin the ticket + registration page. From there, they can click the :guilabel:`Register` button to begin the ticket purchasing process. If different ticket tiers are configured for the event, the visitor is presented with a :guilabel:`Tickets` pop-up window. .. image:: sell_tickets/tickets-popup.png - :align: center :alt: The tickets pop-up window that appears on the event's website when 'Register' is clicked. From here, visitors select which ticket tier they would like to purchase, along with a quantity, -using the numerical drop-down menu available to the right of their desired ticket. Once the desired -selections have been entered, the visitor then clicks the :guilabel:`Register` button. +using the drop-down menu available to the right of their desired ticket. Once the desired selections +have been entered, the visitor then clicks the :guilabel:`Register` button. Then, an :guilabel:`Attendees` pop-up window appears, containing all the questions that have been -configured in the *Questions* tab of the event form for this particular event. +configured in the :guilabel:`Questions` tab of the event form for this particular event. .. image:: sell_tickets/attendees-popup.png - :align: center :alt: The attendees pop-up window that appears on the event's website when 'Ok' is clicked. If multiple tickets are being purchased at once, there are numbered sections for each individual ticket registrant, each containing the same questions. However, if any question has been configured -with the *Ask once per order* setting, that question is only asked once -- and **not** for every +with the :guilabel:`Ask once per order` setting, that question is only asked once, **not** for every attendee making the reservation in the order. With all necessary information entered, the visitor can then click the :guilabel:`Go to Payment` diff --git a/content/applications/marketing/events/sell_tickets/configure-event-popup.png b/content/applications/marketing/events/sell_tickets/configure-event-popup.png index fb15f906a9..7c0b53eea9 100644 Binary files a/content/applications/marketing/events/sell_tickets/configure-event-popup.png and b/content/applications/marketing/events/sell_tickets/configure-event-popup.png differ diff --git a/content/applications/marketing/events/sell_tickets/event-form-pos.png b/content/applications/marketing/events/sell_tickets/event-form-pos.png new file mode 100644 index 0000000000..f42ee63d23 Binary files /dev/null and b/content/applications/marketing/events/sell_tickets/event-form-pos.png differ diff --git a/content/applications/marketing/events/sell_tickets/event-registration-product-form.png b/content/applications/marketing/events/sell_tickets/event-registration-product-form.png new file mode 100644 index 0000000000..1960017a84 Binary files /dev/null and b/content/applications/marketing/events/sell_tickets/event-registration-product-form.png differ diff --git a/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png b/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png index c75e040f3c..fd67bad93e 100644 Binary files a/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png and b/content/applications/marketing/events/sell_tickets/events-sales-smartbutton.png differ diff --git a/content/applications/marketing/events/sell_tickets/events-settings-tickets.png b/content/applications/marketing/events/sell_tickets/events-settings-tickets.png index 98e9ab6d63..ec2f536085 100644 Binary files a/content/applications/marketing/events/sell_tickets/events-settings-tickets.png and b/content/applications/marketing/events/sell_tickets/events-settings-tickets.png differ diff --git a/content/applications/marketing/events/sell_tickets/events-tickets-registration-product.png b/content/applications/marketing/events/sell_tickets/events-tickets-registration-product.png index 262d3f540e..70cc2b9d3b 100644 Binary files a/content/applications/marketing/events/sell_tickets/events-tickets-registration-product.png and b/content/applications/marketing/events/sell_tickets/events-tickets-registration-product.png differ diff --git a/content/applications/marketing/events/sell_tickets/tickets-popup.png b/content/applications/marketing/events/sell_tickets/tickets-popup.png index b927e487e9..338aa339fb 100644 Binary files a/content/applications/marketing/events/sell_tickets/tickets-popup.png and b/content/applications/marketing/events/sell_tickets/tickets-popup.png differ