Membership and Ticket Fulfillment
How to gather, print, and mail customer tickets and passes/memberships
Fulfillment in Agile is the process of gathering items to be printed and then later processing them all at once or individually. Doing this allows you to save money on shipping by grouping items for one large mailout and can also offer time to finalize layouts.
Fulfillment takes place on the Admin Sales side of the Windows App. You will need to Sign In and Cash In before you can start this process.
Click Support Functions on the menu bar and then Fulfillment then follow the instructions below.
First, select the item you would like to fulfill.
On the Event Search window give the date range you would like to display events for and click Search, you can also use keywords to further restrict this search.
In the events area select the show you want to print and click OK
Once the Fulfillment window opens select the Delivery Method tab and then which method you would like to print with will call and mail being the most common options.
In the Orders To Fulfill area select any or all tickets to be printed and click the Fulfill Selected Orders button
When Fulfillment Options opens you will be able to select what other than the tickets you would also like to print.
Header Format - Will print a header ticket with the customer information such as name and address.
Order Receipt - Will be a copy of the receipt that printed with the original order
Print Payments Receipts - Checking this will print out the details of the payment method
Sort Orders By will let you choose if you want to order your prints by Last name of the customer, zip code, or date of event starting with the earliest.
Make sure the printer or printers needed to print all your selected items are moved into the Selected Printer area using the arrows. Confirm you are printing what you need in the Fulfillment Summary area and click OK.
The Fulfillment Progress window will let you know when the process is complete.
Once the Package Fulfillment window opens select the Packages tab and then which Season you would like to print.
In the Orders To Fulfill area select any or all packages to be printed and click the Fulfill Selected Orders button.
When Fulfillment Options opens you will be able to select what other than the tickets you would also like to print.
Header Format - Will print a header ticket with the customer information such as name and address.
Order Receipt - Will be a copy of the receipt that printed with the original order
Print Payments Receipts - Checking this will print out the details of the payment method
Sort Orders By will let you choose if you want to order your prints by Last name of the customer, zip code, or date of event starting with the earliest.
In the How to Fulfill Packages section make at least one selection.
Make sure the printer or printers needed to print all your selected items are moved into the Selected Printer area using the arrows. Confirm you are printing what you need in the Fulfillment Summary area and click OK.
The Fulfillment Progress window will let you know when the process is complete.
Once the Membership Fulfillment window opens select the Memberships tab and then which Membership Program you would like to print.
In the Orders To Fulfill area select any or all memberships to be printed and click the Fulfill Selected Orders button.
When Fulfillment Options opens you will be able to select what other than the tickets you would also like to print.
Header Format - Will print a header ticket with the customer information such as name and address.
Order Receipt - Will be a copy of the receipt that printed with the original order
Print Payments Receipts - Checking this will print out the details of the payment method
Sort Orders By will let you choose if you want to order your prints by last name of the customer or zip code.
In the How to Fulfill Memberships section make at least one selection. Use the Print 2 Passes Per Page check box to save paper when printing paper passes.
Make sure the printer or printers needed to print all your selected items are moved into the Selected Printer area using the arrows. Confirm you are printing what you need in the Fulfillment Summary area and click OK.
The Fulfillment Progress window will let you know when the process is complete.
The Fulfillment Progress window will let you know when the process is complete.
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