ATTACHING AN ORGANIZATION TO A SCHOOL ORDER
1. Login to ACME Backoffice
https://backoffice.acmeticketing.com/ (opens in a new tab)
2. Click on "Reports"
3. Select “CC: Form Answers for School Orders” report
4. Adjust the “From” and “To” dates as necessary
Report pulls by report submission date
5. Click on the "Run Report" button
6. Copy the School Name
7. Click on "Organizations"
8. Confirm whether the school already exists by pasting the copied school name into the search bar
9. Click on the "Search" button
10. If the school
...does not exist in ACME as an organization, refer to the form answers and follow the next 8 steps
...already exists in ACME as an organization, skip to step 19
11. Click on "Create Organization"
12. Enter the Organization Information
13. Enter the Organization Address
14. Check "Same as organization address"
15. Enter primary contact information
16. Set payment policy to “Deferred Payment”
17. Check “Vouchers: Require Unique Values”
18. Set delivery as “Will Call”
19. Click on "Create" button
20. Navigate to “Orders”
21. Locate your order by searching by order number and / or date
22. Click on "Search" button
23. Click “View”
24. Click “Edit Order”
25. Click “Add Organization” button
26. Search for the school by name and click on the school
27. Click “Select” button
28. If your contact is the same as the primary contact:
-
click on the primary contact
-
Click “Select” button
-
Skip to step 35
29. If your contact is different than the primary contact, follow the next (6) steps
30. Click on your new contact
31. Click the “Select” button
32. Click the “Edit” button
33. Confirm the address is correct and check “Make this the primary address for the organization”
34. Click “Add and Select this Address” button
35. Click “Add” button
36. Click “Continue” button
37. Set email option to “Do not send confirmation email”
38. Click “Update Order” button
39. You have successfully attached an organization!
If you need to add an upsell to your reservation, follow the steps in this training guides.
If you do not need to add an upsell, send your manual confirmation email.
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