Your organizers have the possiblility possibility to obtain reports on the current sales of those events in their online channel of the type "Shop for producers / partnersProducer/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 organizer as contact type "OrganizerProducer" 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 log into the channel.
See also: 4 - Contacts / CRM
Type | associated Associated product family |
|---|---|
| Partner | Timeslot & Visit passes |
| Producers | Events & Competitions |
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In order for the logged-in person, i.e. the contact person of the organizer, to get a connection to the products, the respective organizer 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 sales channel 2.9. - Set up a new sales channel.
The basic requiremente requirements for this is are the activation of the following function:
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This happens, 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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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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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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SaleHistoryView" in the Dashboard:
Admin View
In addition to the standard procedure described above for making events visible to individual external organizers, it is also possible to create an Admin View.
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To set up the Admin View, you need a generic organizer to which the desired contacts are assigned:
The organizerpartner/producer must then be assigned the contact criterion "TED Administrator" with the value "Yes".
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