Frequently Asked Sales Questions
Learn the answers to common sales questions and work arounds for uncommon customer issues.
Here you will find a collection of common questions that do not have answer that fit easily into another article.
Selling from a past event that is no longer available
Sometimes after a show or event has happened you still need to sell against it's inventory. While Agile is designed to stop sales soon after an event has happened it is still possible to sell against its inventory at a future date by following these steps.
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This first step will be to enable the sales window for this show. Begin by locating the showing you need to sell against and open it's properties.
Once that opens navigate to the Sales Channel tab and find the one for AMS Box Office. Under the End Date column change this to todays date or later and then close using the OK button to save.
Back on the sales side of Agile you now need to do a date search for when this show happened, do this using the Start Date field from the sales dashboard. After the date has been set back you will be able to find that past show in the list and can sell tickets to it as per normal.
This first step will be to enable the sales window for this show. Begin by locating the showing you need to sell against and open it's properties using the edit pencil.
Once that opens navigate to the Sales Channel section at the bottom of the page and find the one for AMS Box Office. In the field for Stop time change this to todays date or later and then close using the Save Changes button.
Back on the sales side of Agile you now need to do a date search for when this show happened, do this using the Start Date field from the sales dashboard. After the date has been set back you will be able to find that past show in the list and can sell tickets to it as per normal.
Discounting an entire order
Occasionally it will be necessary to discount an order by 5 or 10 percent in order to make a situation right. This cane be done either from Admin Sales or from the PoS.
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Once you have items in your cart, you can discount them in bulk using whole percent values only. Click the Order Discount button on the order action bar to begin.
On the Order Discount window, you can use the blue arrow buttons or click the field or type to change the percentage. As you make changes you will see the new amount being charged displayed to the right of each item. Unchecking the box next to an item will exclude it from this discount.
Once you're done making changes use the green check to save them.
Once you have items in your cart, you can discount them in bulk using whole percent values only. Click the Order Discount button on Menu Bar.
On the Order Discount window, you can use the blue arrow buttons or click the field or type to change the percentage. As you make changes you will see the new amount being charged displayed to the right of each item. Unchecking the box next to an item will exclude it from this discount.
Once you're done making changes use the green check to save them.
Performing an override
In order for someone with insufficient permission to perform a high-level task you may need to perform an agent override. This can be done from AMS Sales and PoS.
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Click Action on the Menu bar then Agent and Override.
On the Override window the manager will have to input their username and password to impart their permissions to this agent. If you would like to provide a reason for the override you can do so in the white box then select how long you would like this to last. Click Accept to save and if you set this for until cleared don't forget to come ack and clear it.
Click Action and then Override.
On the Override window the manager will have to input their username and password to impart their permissions to this agent. If you would like to provide a reason for the override you can do so in the white box then select how long you would like this to last. Click Accept to save and if you set this for until cleared don't forget to come ack and clear it.
Exchanging shows from a package
Exchanging package shows is no more difficult than a typical exchange except that it will almost always involve using restricted prices and must be done from Admin Sales. For those reasons a manager or an override may be necessary to complete this task
After you locate the order where the package was purchased select the ticket or tickets to be replaced. Make a note of the order total in the summary area and use the red X to remove the selected tickets.
Once the item ticket/s are removed the total in the summary area will change, this can help you find the correct price when picking the replacement tickets. in this example, it dropped forty dollars so each ticket was twenty. Next, find the show and seat being purchased and add them to the order making sure to pick the correct ticket type.
Back on the Item summary screen the new tickets will not be displayed the same way as the package tickets you removed, this is not an issue and will be fine in the event this event needs to renew later. Make sure the price in the summary area is the same as when you started and you will be able to finalize this order with no money taken.
Selling a Renewal
In order to sell a renewal to an event in the past you must first point the new event at the old one. You can follow These Instructions for how to set that up but you will only have the seat renewal button if you have already do that step . You will have to perform this action from Admin Sales.
The first step to selling a renewal to an event is doing a customer lookup, once they are on the order you can locate the event they are purchasing ticket for and use the seat renewal button.
A window will open displaying the items this customer is eligible to renew into. Select any or all of these items and click accept to place them in the cart.
