USING SOURCES WITH OFFLINE BOOKINGS
Each time an Offline Booking is created, a source must be assigned to the booking. You can select an existing Source from the Source drop down list or create a new Source by entering it in the applicable field. Sources are used to track sales from the same partner or channel such as Viator, a Travel Agent, or anything else you’d like to track as a group. The Source of each booking is listed on your guest manifest (guest list). Bookings are grouped together on all sales reporting by Source so you can quick reference sales by sales channel or pull a custom sales report to better understand the volume of sales per channel for any period of time.
HOW TO CREATE A SOURCE
Sources are created while creating an Offline Booking. If you do not see the Source you want in the dropdown list while creating an Offline Booking, add it to the "New Source" field. Your new Source will be added to the list for future use.
HOW TO EDIT OR DELETE A SOURCE
Currently Sources cannot be deleted once they are created. If you require assistance editing the name of a Source, please contact EzTix for assistance.
REPORTING SALES BY SOURCE
One of the advantages of using unique sources for each offline booking channel is the ability to create sales reports for each source. This allows you to understand things like the amount of revenue generated from Viator for example over the course of the year.
To create a sales report by source, complete the following steps.
STEP 1: Click the Global Event Management in the main EzTix navigation followed by the Reporting Tab.
STEP 2: Select the Sales Report form the Report Type drop down and click Generate Report.
STEP 3: Use the report filters to select the source you would like to view and click Update Report.