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You will find more complete and up to date documents on this subject in TED | The Executive Dashboard. |
Your organizers have the For their organisers, there is a possibility to obtain reports on the current sales of those events in an their online channel of the type "Shop for producers / partners" to which the logged-in organiser is assigned. Producer/partner space".
The shop is not intended for the sale of products, but only for reporting purposes.
For initial set-up see 2.9 - Set up a new sales channel.
Requirements
Contact type "
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Producer/Partner"
First, you need the organiser organizer as contact type "OrganiserProducer" or "Partner" in SecutixSecuTix. Both types are variants of the company. You therefore also need at least one contact person ("relay") in each case, who can then log into the channel.
See also: 4 - Contacts / CRM
Type |
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Associated product family | |
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| Partner | Timeslot & Visit passes |
| Producers | Events & Competitions |
Setting up events with third parties
In order for the logged-in person, i.e. the contact person of the organiserorganizer, to get a connection to the products, the respective organiser producer/partner must be stored in associated with the desired product:
Setting up the channel
In the settings, please first follow the usual steps for setting up a new channel / point of sale sales channel 2.9. - Set up a new sales channel.
The basic requiremente requirements for this is are the activation of the following function:
Unlocking reports
You then have the option of activating a selection of reports in web reporting:
Activation of products for web reporting
Produkte müssen explizit für das Webreporting freigeschaltet werden, damit diese online sichtbar werdenProducts must be explicitly activated for web reporting in order to be visible online.
This occurshappens, as usual, with an activity profile & and a sales calendar for events and competitions, and via product profile for all other products.
In practice, it has been proven useful to add the web reporting channel to existing admin profiles such as "Backoffice", which are linked to all products.
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Dashboard
The web reporting channel first offers the possibility to pull generate reports per product from a product view.
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This function is supplemented by the so-called dashboard, which offers a summarised summarized overview of the products. This can be accessed via the URL
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It is a good idea to set up this URL as a linked button in the sales channel at the point of sale via "main navigation
Dashboard - advanced functions
Additional functions can be switched on/off in the dashboard via labels.
On the one hand, the sales channel and payment type methods tables can be hidden in the detailed view.
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Perhaps the most useful feature is the ability to add a drop-down menu of sales over a predefined time period.
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The following values are available: TODAY|YESTERDAY|LAST-7-D|THISMONTH|LAST-1-M|LAST-3-M|THISYEAR|LAST-1-Y|LAST-3-Y
Ansicht "saleHistoryView" im SaleHistoryView" in the Dashboard:
Admin View
In addition to the standard procedure described above for making events visible to individual external organisersorganizers, it is also possible to create an Admin View.
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To set up the Admin View, you need a generic organiser organizer to which the desired contacts are assigned:
The organiserpartner/producer must then be assigned the contact criterion "TED Administrator" with the value "Yes".
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