Storefront Sales

The storefront is used to process telephone or face-to-face orders from your customers. 

1. Navigate to Storefront > click the item you wish to purchase 

2. Select the relevant options eg size / colour / section etc.

3. Select 'Add To Cart' to continue shopping or click 'Finalize' button to checkout.

4. Select 'Add To Cart & Checkout' to be taken directly to the checkout.

Checkout

1. Flowte will show a single line order summary of all the items in your cart
   
2. Click "Show Order Summary" to view full details of each item in your cart
   
3. If multiple delivery options are available you can set this option from the drop down

1. You can search for a contact using Name, Email Address, Phone Number or QR Code
2. If the contact is not in your database > click "add new contact" 
   
3. Any details added in the search fields will autofill in the New Contact screen.
   
4. To select an existing contact > click the green 'Select' button.
   
5. To edit an existing contact > click the green 'Edit' button.

Next, you will see your payment options:

1. All available payment methods or shown on screen
   
2. Select your desired payment method > click 'Pay' to complete the transaction.
3. If you select card you will also need to fill in the customers card details
   
4. If a contact is linked to the order have the option to send an invoice to the contact to pay later 

Advanced Storefront Settings

Cart / Clear 

1. Auto Print: when set to "on" Flowte will automatically show the print pop-up window after each sale
   
2. Auto print should be used for large crowds, when you need to print tickets instantly. 
   
3. Auto Print can be defaulted via Settings > Account Info > Storefront > Auto Print = 'YES'
   
4. Express Sale - allows you sell tickets faster on busy booking days
   
5. Express Sale allows you create a sales loop exclusively for one booking - saves time and clicks
   
6. Customize Columns - Customize what is shown in your storefront view
   
7. Show tiles / Show images - choose your preferred storefront view / layout
   
8. View last Order: (located in bottom right) refund / reprint / exchange most recent order quickly
   
9. Storefront Timer
   
10. Items are added to cart must be finalised within 60 minutes as shown by the timer
    
11. The timer prevents tickets to bookings being reserved unintentionally for an extended amount of time,
    
12. The timer can be reset by selecting the red 'Clear' button and beginning the sale again. 

1. When processing GA tickets for a booking with held tickets you can sell either held or open tickets
   
2. Users can choose choose to sell from the available open tickets, or from a specific hold
   
3. This feature gives more control over your Holds.
   
4. See above: Hold 1 has 25 tickets >If you sell 3 tickets from this hold only 22 held seats will remain.

1. Selling a held ticket to a seated venue is identical to selling a non held ticket.
   
2. Held seats which are highlighted in different colours (defined by user)
   
3. See above:  Nine seats colored blue have been held.
   
4. To sell one of these seats select it as normal and click Add to Cart.

Order Management

Refund Options

Standard Refund or Reprint (system admins only)

This is a standard refund which will return funds to the original method of payment

For example, if the transaction was paid by card, this will return funds to card; if this

was a cash transaction, the transaction will be recorded as refunded in the system 

and you will need to issue a cash refund of the physical monies.

1. Log in to Flowte

2. Navigate to Fan Engagement > Contacts

3. Search for the contact who needs a refund or reprint.

4. Click on the contact you wish to refund or preprint tickets for.

5. Click the green "refund transaction" or "Print Items" should you need to reprint and order.

Express Refund or Reprint (available to all agents)

After an order has been completed you can always quickly reprint an order as follows:

1. On Storefront page in bottom right hand side of screen you will see a "last order" information box.

2. Click on the "last order" box.

3. Click the green "refund transaction" or "print items" as needed.

Refund to Other

This feature is used when you are unable to process to a refund to a credit card that has expired. You will need to arrange an alternative method in order for your customers to receive funds via check, cash, etc. By selecting refund to other the transaction is subsequently recorded on your Flowte account. This feature is beneficial to you as you are able to process the refund and report on it also.

Below are steps on how to refund to other.

1. Search for the contact. There are two ways to do so:

a. Search for contact: Navigate to Fan Engagement > Contacts > Select the transaction.

b. Search using the transaction number: Fan Engagement > Transaction Search > Input the transaction number.

2. Refund the transaction.

a. In the top right hand corner of the screen select the red "Refund Transaction" button.

b. From the options select Refund to Other.

Refund to Hold

This is used to refund a transaction to the original method of payment (as with the standard 'Refund' option outlined above), however in this instance the seat / seats will simultaneously have a hold applied. This means the seat will not be available for sale online, but will be available for sale via the back office and will show as a different colour on the seatmap. Select the the hold you would like and click Refund.

Methods of Payment (MOP)

1. Flowte accepts multiple payment options, also making it easier for you to manage your payments
   
2. When you click on 'Customer' or 'No Customer' you get the following MOP options. 
   

Cash: For payments made with cash.

Card: For payments made with card over the phone.

Card Reader: For payments where the customer is present. The card reader is faster & easier then "card".

Other:  Used for alternative payment methods. This is commonly used for payment via cheque or bank transfer.

Gift Voucher / Certificate: Gift voucher can be accepted in storefront via the "other" mop.

Price Override

Process the sale as normal until you get to checkout. Select price override in the top right hand corner.

 

The following page will appear. Here you can:

1.  Remove item fees.

2. Remove Transaction fees.

3. Update item price. To update item price input the amount you'd like and click the "Update Item Price" button.

Reservations & Invoices

Reservations are used for orders which will be paid in the future with no payment taken at point of purchase.

NB: If you untick "Send Email Confirmation"  customers will not receive tickets until payment is made. 

Creating Invoices. 

If you need to send an invoice to customers whose tickets are reserved you can design an invoice for them by navigating to Ticketing > Tickets > Add Confimration Email. Here you can deign and save your invoice template.

To activate the invoice template navigate to Admin > Settings > Reserved Email Template. Here you can choose your template and then click "Save Storefront Settings" Once a reservation template has been applied this will be automatically sent to your customers anytime you select reservation as the method of payment when taking storefront orders.

Creating a reservation 

1. Go through the usual sales steps

2. Be sure to select 'Customer' and enter the contact details, connecting the reservation to a customer 

3. Select the "Reservations" MOP at checkout. The contact will be sent an email & link to pay online

4. The transaction will now have a 'Pay Reservation' button on the TR page (image below)

5. This will give you the option to mark it as paid by cash, card reader, or card.

Exchanges

If a customer wants to exchange their ticket you can easily do so with the exchange feature. This feature is beneficial to you and your customers because you are able to exchange a ticket for another one in your organisation. To perform an exchange the order value must match the original order value.

1. Navigate to Fan Engagement> Contacts > Search for the contact that requires the exchange.

2. Using the transaction table, select the transaction you want to exchange.

3. On the transaction page click "Exchange Transaction" button. Select Exchange Transaction.

4. The storefront will be shown > purchase a new item > ensure order value matches the original order.

5. Select finalise and your exchange is complete.

Gift Cards / Vouchers / Certificates

1. Customer can use a gift card to pay for their order Flowte accept 3rd party vouchers or Flowte vouchers.
   
2. To apply a gift voucher payment against an order follow the steps below as shown in the image
   
3. In this example a €20 voucher being applied against a €40 order.

Step 1: Click Price Override.

Step 2: In the price box deduct the voucher amount.

Step 3: Enter the voucher number in the order note / voucher number input box (as shown above).

Step 4: Click "Update Item Price".

Step 5: Finish the order as normal.

Fulfilment & Batch Printing

This app allows you to batch or bulk print any orders received via the Storefront.

Navigate to Retail & Hospitality > Fulfilment

To begin select a date range for the orders you want to have displayed.

Using the 'Select Date' dropdown menu you can choose a pre-defined date ranges or choose a "custom date range". Selecting any option (except Custom Date) will automatically refresh the report to display any data matching this range.

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Selecting Custom Date will enable the date picker function. To choose a beginning and end date for your report click in the text field to open the calendar and select the date by clicking it.

Specify the start & end date for your report click the green Update button on the right side of your screen to generate the report.

Use the Filters to further narrow your search 

Order Fulfilment

1. Example: You wish to print all orders, which were marked for Express Delivery procssed in the last 7 days
   
2. Click the Filters button.
   
3. Specify 'This Week' from the dropdown Transaction Date filter.
   
4. Specify box office collection from the Delivery method drop down.
   
5. Select only non fulfilled orders by selecting "No" from the “Fulfilled” menu option.
   
6. Click Update > This displays all your items. If you are happy with this list, click 'Print Listed Tickets'.
   
7. After printing you will be asked to confirm that the orders printed successfully?
   
8. Clicking yes marks these orders as fulfilled This avoids any double printing of orders.
   

Search, Columns, and Export

1. Using the search bar you can search for a specific entry by name. The list will update as you type.
   
2. The 'Column Visibility' menu lets you add or remove columns. 
   
3. Your list of orders may be exported in CSV, PDF & Excel format by clicking the relevant button.
   
4. Clicking the print button will take you to a 'Print Preview' where you can print the report
   
5. The entries dropdown (shown below) allows you to see 10, 25, 50, and 100 entries per page.