Each transaction you perform in Spektrix requires you to choose a Sales Channel. In this article we’ll explain what a Sales Channel is, where to find them and how to use them. You’ll also find information on Reporting on Sales Channels as well as links to resources you may find useful.
Before you read this article you should be familiar with:
What is a Sales Channel?
A Sales Channel is the method used when you sell, reserve or return an item in Spektrix. The Basket/Cart behaves differently depending on the Sales Channel you select.
You can add Transaction Commissions, Ticket Commissions or other commissions (payment or delivery) to your Sales Channels. For example you may add 10% Ticket Commission for just Phone sales.
Where to find Sales Channels
You can find Sales Channels in the Sales Interface under New Transaction:
You’ll also see a New Transaction pop up when you add a Customer or an item to the Basket/Cart.
What are the Sales Channels?
There are four Sales Channels: Phone, Counter, Counter Quick and Web. You can read about each Sales Channel in the sections below.
Phone
Phone (also known as MOTO or Mail Order/Telephone Order).
You should use Phone for any transactions performed over the phone where the Customer is not present.
When using Phone, the following will apply:
- You must have a Customer in the Basket/Cart. This is to check the name and address the credit or debit card is registered to matches the Customer Record. If you send out Tickets by post, this ensures you’re sending them to the correct address.
If you confirm an Order with No Customer in the Basket/Cart you’ll see the following screen:
Click Confirm to continue or Cancel to return to the Basket/Cart where you can add a Customer and then confirm the Order.
Counter
You should use Counter when processing transactions with Customers in person. When you use Counter, the following will apply:
- Adding a Customer to the Basket/Cart isn’t mandatory. If a Customer is not added, you’ll only be able to select COBO/Will Call as the delivery method.
Click Confirm to continue or Cancel to return to the Basket/Cart where you can add a Customer and then confirm the Order.
Counter Quick
You should use Counter Quick when performing transactions with Customers in person where you need to sell a ticket quickly. For example, immediately prior to a performance.
The following will apply:
- You won’t see a prompt to add a Customer to the Basket/Cart.
- The default delivery method is COBO/Will Call. You can tick the Override checkbox to change change the Delivery Commission:
- Tickets are printed immediately as soon as the Order is confirmed.
- Once the Order is confirmed, you’ll be taken back to an empty basket with Counter Quick selected as the Sales Channel. To change to a different Sales Channel, proceed to How to change Sales Channels.
Web
You should use the Web Sales Channel to simulate an Order placed online. This is useful when managing online Orders, such as taking over an Open Transaction.
The following will apply:
- Unlike online Orders, you don’t need to add a Customer to the Basket/Cart
- You’ll be able to select Normal and Web Ticket Types
- If you add any commissions to online Orders, these will also apply when using Web in the Sales Interface
How to change Sales Channels
You can select a new Sales Channel by using the buttons at the bottom of the Basket/Cart:
The current Sales Channel will be highlighted. The order of the Sales Channels from left to right:
- Phone
- Counter
- Counter Quick
- Web
Reporting on Sales Channels
You can report on the number of Sales by each channel using the Event Sales Report (Detailed).
In the Sales by Sales Channel table, sales will be grouped by the Sales Channel and will include information on the number of sales, the percentage of sales, the value of the sales and the percentage of the value of the sales in that Sales Channel:
TIP: Counter and Counter Quick are both grouped together as Counter Sales when running Reports.
To learn more about the standard reports in your system, read A Guide To Standard Reports in Spektrix.
This article should give you an overview of Sales Channels. For other helpful resources, visit the Sell Items and Fulfill Orders category section of our Support Centre.