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The new section "advance filter(s) configuration" regrouping all the advanced fitlering options requires a consent checkbox checked before executing the process. Please make sure to use the new "simulation mode" if you are not 100% sure of your filters configuration. |
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In case you customer have purchased several products within the same order, you will be now able to refund all the products belonging to the same order at once. The bulk refund batch of SecuTix that is helping you to process refund in bulk supports now additionnal filters to exclude some orders from the process. |
Solution
In many cases, your customers are purchasing several tickets within the same order. For example an event ticket and a service such as a drink or book. In such case, when you need to process bulk refunds with the batch process you will need to run the batch to refund each product separately. With this new feature, you will be able to refund all the products from the same order in one run drastically reducing the time to run such processes.
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Getting started
Additional product families
From the organization context >> Tools >> Batches >> on the refund batch - function "Cancel single entries for performance/match" & "Cancel single entries for a product"
You can find a "additional product families" filter allowing to select which secondary product family needs to be processed in the refund orders if it is part of the same order.
The selection list of product families is :
- Event
- Competition
- Timeslot passes
- Visit pass
- Open pass
- Services
- Voucher
- Membership
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Based on your selection the system will do the following :
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Payment method filtering
In the Refund Filter Configuration a new option Payment method filtering is available that will let use the payment method existing filter to include or to exclude items from being processed by the batch.
Contacts excluded
In the Refund Filter Configuration a new textboxes per contact types are available to enter contact numbers that must be excluded for the refund.
Files excluded
In the Refund Filter Configuration a new textbox is available to enter file Ids that must be excluded for the refund.
Run in simulation mode
A new feature will allow you to run the batch in a simulation mode, meaning that the system will log all the orders that will be refunded in the execution logs without really processing the refunds. This mode allows the users to be more confident and to test the different filter configuration options within the batch screen.
Included tickets inside composed product
When checked the process will also refund tickets inside a composed product (e.g. : for example a performance/match is canceled and some tickets were sold in a package and in season tickets, having this options checked will refund all the tickets including the ones purchased within the packages and season tickets.)
Product codes excluded
In the Refund Filter Configuration a new textbox is available to enter the code of the products that must be excluded from additional list products to consider for the refund.
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The product codes should be comma separated (e.g. Product code 1, Product code 2,…,Product code N). |