Attach an Organization to a School Order

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"

Step 2 screenshot

3. Select “CC: Form Answers for School Orders” report

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4. Adjust the “From” and “To” dates as necessary

Report pulls by report submission date Step 4 screenshot

5. Click on the "Run Report" button

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6. Copy the School Name

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7. Click on "Organizations"

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8. Confirm whether the school already exists by pasting the copied school name into the search bar

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9. Click on the "Search" button

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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"

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12. Enter the Organization Information

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13. Enter the Organization Address

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14. Check "Same as organization address"

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15. Enter primary contact information

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16. Set payment policy to “Deferred Payment”

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17. Check “Vouchers: Require Unique Values”

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18. Set delivery as “Will Call”

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19. Click on "Create" button

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20. Navigate to “Orders”

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21. Locate your order by searching by order number and / or date

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22. Click on "Search" button

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23. Click “View”

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24. Click “Edit Order”

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25. Click “Add Organization” button

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26. Search for the school by name and click on the school

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27. Click “Select” button

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28. If your contact is the same as the primary contact:

  1. click on the primary contact

  2. Click “Select” button

  3. Skip to step 35 Step 28 screenshot

29. If your contact is different than the primary contact, follow the next (6) steps

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30. Click on your new contact

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31. Click the “Select” button

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32. Click the “Edit” button

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33. Confirm the address is correct and check “Make this the primary address for the organization”

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34. Click “Add and Select this Address” button

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35. Click “Add” button

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36. Click “Continue” button

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37. Set email option to “Do not send confirmation email”

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38. Click “Update Order” button

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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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