An order is the top layer of the booking hierarchy in that an order can have multiple bookings, while a booking can contain multiple tickets.

Orders

Default Columns

The Orders subsection lists all existing reservations, using the following default columns:

Customer - shows the name of the person for whom the order was made
Order Reference - shows a unique alphanumeric string
Channel - the source of the sale (Terminal, Web Checkout, Backoffice, Direct API, Concierge, Sales Kiosk, custom channels) |
PAX - the number of passengers
Total - total value of the order
Confirmed - indicates whether the order was successfully processed

Columns can be easily filtered by pressing the arrow next to the column title.

Actions

The action bar between the navigation bar and the orders table enables you to perform a number of additional functions.



Search bar - filter the orders table, using any of parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches

To learn more about saved searches, read our article Working with Saved Searches.

Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple orders and press to apply an action on your selection; options include

Bulk Action	Description
Rebalance	balance unbalanced orders (order balance is other than 0)
Cancel All	bulk cancel multiple orders; orders cancelled in bulk will have the same cancellation reason

Show Columns - press to add new columns, or remove existing ones from your current view

The list of columns which can be added is listed at the end of this article, under Generate Report.

Export - export the orders table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the orders table

To learn more about reports, read our article Working with Charts and Reports.

'Show' Variable	Description
Order Balance	the amount due or overpayment of an order
Latitude	the latitude of a virtual location ( if set up )
Longitude	the longitude of a virtual location ( if set up )
PAX	the number of passengers regardless of ticket type (tier)
Total	the total amount paid

and order your results by one or more of the following variables:

Selecting more than one variable will nest your selections depending on the order they have been picked. You may rearrange the variables to suit your needs, however we recommend you select one or two to make the report relevant.

'By' Variable	Description
Shift ID	unique shift identifier
Order Notes	notes entered in the checkout form
Order Reference	8-character alphanumeric string beginning with the number symbol (#) located in the top right corner on the booking level
Voucher	name of the reseller voucher
Voucher Code	code of reseller voucher used during the sale
Voucher Bill Gap	YES / NO; used with sequential voucher numbers: if a voucher number does not follow the sequence (1, 2, 3, 4, and then 9 comes in), the system automatically creates bookings with voucher numbers that fill the gap between the last and newest booking (5, 6, 7 and 8 - called 'bill gap vouchers') to be able to invoice the reseller on the skipped vouchers as they will have been sold (common with physical booklets of vouchers)
Reconciled	indicates whether payments in the transaction are matching
Channel	the source of the sale (Terminal, Web Checkout, Backoffice, Direct API, Concierge, Sales Kiosk, custom channels)
Order Destination	if destinations are set, the destination in which the sale was made
Reseller	name of the reseller who made the sale
Registry Data	name of registry to register orders in an external system in real time
Reseller Code	code assigned to a reseller
Connection	name of the connection
Connection Partner	name of the connection partner (reseller)
Checkout	name of the checkout through which the order was made
Portal	name of the sales portal through which the order was made
Reseller Destination	destination to which a reseller is assigned to
Reseller Manager	name of the person assigned to a reseller; you can splice revenue from resellers and pin it by manager
Reseller Band	name of the reseller band a reseller is assigned to
Reseller Channel	name of the channel a reseller is assigned to
Checkout Channel	type of channel assigned to the web checkout
Reseller Billing Account Code	custom code used for ERP integrations like SAP
Reseller Billing Customer Code	custom code used for ERP integrations like SAP
Reseller Billing City	city where the reseller resides used for billing and invoicing purposes
Reseller Billing Address	full address of the reseller for billing and invoicing purposes
Reseller Invoice Date Field	specifies whether a reseller is invoiced on the travel, booking or redemption date
Reseller Tags	tags assigned to a reseller; used for filtering
Reseller Tax Registered	indicates whether a reseller is tax registered; if a reseller is tax registered, net tax is calculated using the wholesale price (net tax = tax on wholesale); if a reseller is not registered, net tax is calculated using the retail price (net tax = tax on retail)
Reseller FX	the conversion rate against the reseller's currency
Reseller Allow Top-ups	indicates whether a reseller is allowed to receive credit top-up; credit is used when a reseller, usually a concierge, accepts cash payments instead of using the payment gateway, which can be a liability for the operation
Supplier FX	the conversion rate against the supplier's currency
Direct Sale	indicates whether sales where made by your sellers, from your website or kiosk; indirect sales are made by resellers, both concierge or via API
Referrer	URL of a web referrer
Agent	name of an agent working for the reseller
Shift Seller	name of the seller selling through a terminal, who started the shift
Shift Cashier	name of the cashier selling through the backoffice or concierge portal
Shift Location	name of the terminal location
Shift Location Tags	tags associated with the location
Seller	name of a seller; this seller can be different than the shift seller, see 'Shift Seller' above. You can assign a promoter, where street sellers are not allowed to sell directly to customers but can bring them to the terminal or box office to finish the sale.
Seller Billing Account Code	code assigned to a seller for billing purposes
Seller Tags	tags associated with the seller
User	name of a user who made sales using a password (manager, finance staff, etc.)
Location	name of the location where the sale was made from
Location Channel	name of the channel which was used to make the sale at the location
Outlet	name of the reseller outlet; outlets can be thought of as chains that can be assigned to a reseller
Email Receipt	indicates whether an email receipt was sent to the customer
Source	name of the source where the sale was made from
Settlement	type of settlement method: Direct - the full amount was paid to you, Voucher - you need to settle the payment with a 3rd party, Deposit - a deposit was paid in the course of the transaction, Wholesale - the reseller paid you the wholesale price, Deferred - there is a balance remaining on the order

'By' Variable	Description
Customer	customer full name
Customer Contact	a summary of a customer's contact information (full name, email address, phone number)
Customer Tags	custom tags assigned to a customer, used for filtering
Customer Salutation	how the customer wishes to be addressed, for example, Mr., Mrs. or Ms.
Customer Full Name	same as 'Customer', see above, but the customer name is typed without spaces
Customer First Name	customer's first name
Customer Last Name	customer's last name
Customer Company	customer's company
Customer Department	the department in which the customer works at their company
Customer Title	customer's work title at their company
Customer Email	customer's email address
Customer Mobile	customer's phone number
Customer Age	customer's age
Customer Language	customer's preferred language
Customer Country	customer's country of residence
Customer Address	customer's address (street name and number)
Customer City	customer's address (city)
Customer State	customer's address (state)
Customer Postal Code	customer's address (postal code)
Customer Notes	customer notes included at checkout
Customer Tax ID	customer's tax identification number
Customer Tax Office	tax office to which the customer belongs
Customer Marketing	indicates whether the customer subscribed to receive marketing communication
Imported	indicates whether an order was imported
Test	indicates whether an order is a test order
IP Address	if a customer made an order through the web checkout, their IP address is shown
User Agent	browser information if a sale comes through the web checkout
Delivery Method	delivery method of tickets (via email, sms, QR code, scan digital wallet, print tickets, do nothing)
Currency	currency used to sell a product
Transferred	indicates whether funds have arrived in the operation's account
Terminal	name of the terminal where the sale was made from
ID	unique alphanumeric string identifying an order
Confirmation Date	date of order confirmation
Confirmation Time	time of order confirmation
Visitor Fingerprint	if a value is displayed, a visitor used fingerprint identification to pay for the order (if implemented)

NEXT: Bookings

Updated on: 04/03/2024