Why is this important?
When we talk about “Order List,” we are talking about the transactions your visitors have made in your Convious Ticketshop. Say, a visitor bought three tickets to visit your venue, and three meals via upsells using your Convious Ticketshop; even though he purchased two different products (tickets & meals), it is considered as one order.
Managing orders is essential for your business since it gives you the freedom to find, reschedule, refund, resend, and cancel orders. Managing your venue’s visitors is just one click away in your “Order List” panel.
Types of properties in Order List
If you have just set up your Convious Check-Out, you will probably start receiving orders shortly! Soon, you will also likely need to manage some of those.
You can customize the column when you click on Adjust view
You can select or deselect the various properties and can move the order of the columns:
When clicking on the arrow you can open the transaction and you can see the bought products part of that transaction:
Here are all the properties you will be able to see associated with an order:
NOTE: The data in your Control Panel will be masked. Find out why and how to view your customer's data here.
Location: If your venue has different venue locations, this property will show you to which location that specific order corresponds
ID: Every order has a unique “Order ID” consisting of a combination of numbers. It can come useful when identifying and finding specific orders.
Email: The email with which the order was purchased and where the confirmation email was sent to
Product: This refers to which specific product your visitor has acquired (ex: adult ticket, child ticket, etc.
Barcode: Unique numbers associated with each specific product
Qty: How many products are associated with that order. For example: if an order contains two different tickets, then the quantity number will be 2 for a single order
Subtotal: This is the total price for your order, without applying any discounts.
Discount: If your visitor used a special discount, code, or voucher, the discount amount would be reflected in this column
Code: The code your visitor used to apply the discount to the subtotal price of the order
Total: This is the overall adjusted total price for all your orders. This reflects what your visitor paid for the entire order
Pay Date: The date the purchase was made
Visit Date: The date when your visitor is attending your venue
Event time: Timeslot (if applicable) the visitor is arriving at your venue
Status: There are different types of states regarding your order:
Paid: When the transactions has been approved
Redeemed: When the visitor has used the tickets/products
Refunded: this is when you refund the tickets
Charged back: this is when the customer requests the money back from the bank
Partially refunded: this is when only some tickets are refunded
Reseller: If you have the reseller module enabled and a reseller has sold the order you are looking for, this column tells you which reseller sold it.
Email Status: This will define the status of the confirmation email - whether it was sent, delivered or opened by the customer
Downloaded on: This will tell you whether your customer has downloaded their tickets from the Checkout, your confirmation mail or the Tap-app.
For undated tickets only: Validity extension
Validity from & validity to: indicating the validity time frame of the ticket. Note that you can edit and update this validity, but only for all items in the order at the same time, not individual tickets.
Order Details
When clicking on the Order ID the Order Details page will open, in this overview you can see all the necessary details of the complete transaction. All other details you ask via your APF will be showcased here as well, for example, if you ask for full name, street name, zip code, residence, phone number, etc. And when there is missing APF information this is also highlighted.
Order Detail export
Did you know that you can export your order details to see even more information?
In your order export, you can view the information that you see straight from your Control Panel via Order List as well as:
Location
Order ID
Product Product ID
Barcode Amount (€)
Email
In bundle (yes / no)
Quantity
Subtotal (€)
Discount (€)
Discount code
Total (€)
Product type
Payment method
Payment provider
Payment date
Visit date
Email status
Language
Order source
Visit time
Reseller ID
Order status
Payment status
Printed at
Redeemed on
Downloaded at
External IDs
Valid from
Valid to
Opt-in
To export order information, all you need to do is go to export at the upper right corner:
and select the export type:
and select the format you want to export:
Don't forget to pick the right time frame using the date picker and make sure you would like to see the orders on purchased (sale) date or visit date. We will process the file and forward it to your email if the file is too big. If you are only downloading a few orders, you will receive an instant download.
So, if you are looking for a file with as much detailed information as possible - here it is!
What can you do in your Orders panel?
The Orders panel is specially designed to manage your orders in a bundle. Here are some of the easy & useful things you can do from there:
Canceling orders without refunding them
Export your orders as a .CSV and .XLSX reports
Filter orders by
Product: All the products you offer,
Payment method/status: All the payment methods you offer.
Sales channel: If you have the reseller module enabled, here you can filter by resellers.
Language: The language used in the Checkout when the order was placed.
Location: if you have multiple locations in the Control Panel
Email status: based on the delivery status of the sent email
Search orders with a search:
Email
Order number/ID
Barcode
Discount Code
See more details on how to find an order.
What can you do in your “Orders Details” Panel
You can edit all the personal details associated with the different tickets/products. (Full name, street name, zip code, etc.) Remember, every time you see the pencil icon, you will be able to edit the property and you will need to save each field individually!
When you click on the checkmark next to the order, you can manually redeem, refund, cancel or download the tickets if needed.
You can find everything about redeeming tickets manually or with an external scanner from your Control Panel via the redeem mode here.
Be aware: redeeming can be done only once! (and it cannot be unredeemed back)
Time to practice
Let’s put all this knowledge to practice! Grab one of your orders and try to edit some details (Caution! Make sure you don’t save the changes, so they don’t affect the original order) Try to:
Refund it
Resend the email
Change the Visit Date
Cancel the order
Check yourself
Do you know the difference between Order List and Order Details?
Do you know where to refund your orders?
Do you know how to edit order details?
Do you know how to cancel an order?
Do you know how you can find orders of a customer if you need to?
If you answered all of the above with“yes,” congratulations! You are on your way towards mastering your Convious Control Panel.
