Configure Sales Methods

When you configure sales methods, you determine the delivery methods, fees, forms of payment, and price types that are valid for each method. For example, the delivery methods required for Daily Sales and Advance Sales will be different. For Daily Sales, the patron receives their tickets immediately. For Advance Sales, they can pick up their tickets at will call, receive them by email, or have them shipped to an address. The delivery methods assigned to each sales method should reflect these differences.

If you don't need a specific sales method, you should make that method inactive. For example, if your organizations sells tickets to walk-up customers and processes phone orders for future events, you will configure both the Daily Sales and Advance Sales methods. If your organization only sells tickets to walk-up customers, you should make the Advance Sales method inactive.

After you configure sales methods, you can adjust them as needed. If specific delivery methods, fees, forms of payment, or price types become invalid, you can remove them from the sales method.

Tip: To quickly access the Daily and Advance sales methods, from the Sales Document Templates page, click Daily sales method options or Advance sales method options found under Setup. These shortcuts also appear on the Configure Daily Sales page under Configuration.

Note: Before you configure sales methods, a user with the required security rights and system role must add delivery methods, fees, and price types to the system. These will be assigned to specific sales methods during the configuration process.