This screen is a repository of several types of documents that - according to the specific class - can be sent manually or are automatically sent to contacts according to specific actions.
Documents are mainly delivered as Emails or PDF (email attachments), with few exceptions. See the table below for additional info.
NB Modifications should be performed by advanced user since documents play a critical role in order lifecycle and an inappropriate editing may result in sales failure: open an assistance or service case if you need help.
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By clicking on an existing item, the first screen (Characteristics) allows give a name and code to the document.
It's also possible to set the document for:
1) Specific organizations
2) Specific sales channels
Clicking on "Document model" you see the format (mainly Email or PDF) and supported languages. S360 will send documents matching the contact language (if present).
Documents are mainly editable as xdoc file (type)
By clicking on the model line a new window will open.
General menu includes:
-Format
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This page aims to provide more context and information to the existing document classes (66 as for end of October 2023). A few of them might be related to specif integrations/clients or not used anymore.
Standard codes are the recurrent ones as found in CUBE/MOSA or other most used institution templates. Some may not be present.
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Set on TS > POS > Internet paramenter >
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Set on TS > POS > Internet paramenter >
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- Order refund with banktransfer
- Generate a file to to be sent to the bank (agreement type = transfer, meaning → refund )
→ Click on Generate File - Doc is sent when clicking on validate (to be tested)
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- Order refund with banktransfer
- Generate a file to to be sent to the bank (agreement type = order,
meaning → direct debit)
→ Click on Generate File - Sent when clicking on validate (to be tested)
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- Generate a file to to be sent to the bank: agreement type = Account
→ Generate File - Doc is sent when clicking on validate (to be tested)
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- Generate a file to to be sent to the bank: agreement type = Account
→ Generate File - Doc is sent when clicking on validate (to be tested)
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Manually triggered from Sales > Credit balance
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Triggered by Org > Follow up options/reservation screen
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Invoice, generated (& possibly sent) at sale time, for all front-office and back-office sales orders.
Can be used as "courtesy paper" invoice for countries needing electronic invoices
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RecapCmd
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ReçuCmd
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Triggered by Org > Follow up options/reservation screen
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Reset pw email for back office operators
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Sent from backoffice both for new operators or to manually send a reset pw (if forgotten)
to be enabled on Elcadmin > Institution parameters
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When users click on "forgot pw" on ticketshop and when operators reset the pw on behalf of them (ORG>Contact)
Must be used in production
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To be added at Document to send level or form File details STX-127051 - CHANGE-57 - New Tax refund document Delivered
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Documents may not be sent if one of the following configurations is missing or broken. Please double-check the following points:
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- missing a custom template:
- not linked to the proper sales channels:
- (ONLINE) Organization > Initialization > Sales Channels > [TS] > POS > General > Internet parameters: set the ticketshop full domain + "/account" in the fields below:
