TicketOS Help Guide How to Distribute and Allocate Tickets

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Presentation transcript:

TicketOS Help Guide How to Distribute and Allocate Tickets

Why Distribute or Allocate Tickets? Typical Usage Once inventory is loaded on TicketOS a decision must be made as to how the tickets will be managed. Distribute vs. Allocate After inventory is initially loaded on TicketOS, the inventory should be distributed to an associate designated to make decisions on ticket utilization. This decision maker will determine if the tickets should be (a) released to the public for all associates as first come first served, (b) made available on the wait list as taking requests, or (c) assigned directly to a specific associate. The decision maker will then allocate the tickets to one of these three ticket request methods, after which associates can place requests and orders for the tickets. *Please refer to your corporate ticket policies for exact specifications TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Why Distribute or Allocate Tickets? ….Distribute vs. Allocate continued Please note that tickets can be distributed from decision maker to decision maker, before a final decision is made on how inventory will be allocated. Also, inventory which has only been distributed (not yet allocated) is only being temporary held in the decision maker’s name. This associate is not financially responsible or accountable for the guest list for these tickets as they will not be the final user of the tickets. Recap 1st step = Associate loading inventory distributes tickets to decision maker 2nd step = Decision maker either distributes tickets to another decision maker or allocates tickets to public, wait list or directly to another associate *Please refer to your corporate ticket policies for exact specifications TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Distribute VS. Allocate Types of Allocation If tickets are allocated to the public, they are made available as first come first serve to all associates. The first associate to complete a request for the tickets and receive management approvals, if necessary, will receive the tickets. If tickets are allocated to the wait list, multiple associates can complete requests for the tickets. All requests which receive management approvals, if necessary, will be submitted to a Wait List Approver who will review all requests and determine which request will be granted the tickets. If tickets are allocated directly to an associate, an order will need to be completed by the associate in order to receive the tickets, but no management approval is required. *Please refer to your corporate ticket policies for exact specifications TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Search for Tickets to Distribute or Allocate 1. Go to the Inventory tab 2. Select allocation/distribute Note: Only associates with Corporate Ticket Management role will have access to allocation/distribution tab. TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Search for Tickets to Distribute or Allocate After tickets are initially loaded they must first be distributed to a decision maker, select Show All Undistributed. -OR- If tickets have been distributed to you, as a decision maker, either from the ticket loader or another decision maker, select Show All My Distributions. If tickets have been allocated directly to you by a decision maker, select Show All My Allocations. TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Search for Tickets to Distribute or Allocate No matter which of the three options are chosen, the Distribute/Allocate page format will appear the same, but result listings will differ. Venues where inventory is available to distribute or allocate will populate in list format in the main screen. Select the [+] to show ticket details. You also have the option of searching for events and tickets with the search options on the left bar. TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Select Tickets to Distribute or Allocate Note: Per the parking pass rule used when loading tickets,” # of Parking Passes” will be auto selected when “Qty” of ticket is selected. You can then use the drop down to change the quantity if desired. Enter the quantity of tickets and parking passes to allocate or distribute. Select the check box next to one or more events. Select Allocate or Distribute from the drop down list and Go. TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Distribute Tickets – Select User If Distribute is selected from the previous screen’s drop down list, search for an associate to distribute the selected inventory to. Note: Only using First Name and Last Name for the search will usually provide the best results. Select Distribute and OK to the confirmation pop-up to finish. TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009

Allocate Tickets – Select Method and/or User If Allocate is selected from the previous screen’s drop down list, three (3) choices will be provided: Search User (to assign tickets directly to an associate) Enter details in provided fields to search for associate and select Search. Note: Only using First Name and Last Name for the search will usually provide the best results. Public (tickets will be made available to all associates on a first come first served basis) Waitlist (tickets will be placed on waitlist in a taking requests status) Note: There will be an option to keep the system default Wait List approver as is or to search for and select a different Wait List approver for the specific inventory being allocated. Select Allocate and OK to the confirmation pop-up to finish. TicketOS Help Guide© Proprietary + Confidential Last modified February 12, 2009