Online Event Ordering (OEO) is a public-facing application that allows your customers to create orders. When an order is submitted, an event is created in Enterprise, and the order is assigned to that event. You configure Online Event Ordering in Enterprise and then share the link with your public-facing users through your website or email. See Online Event Ordering Overview for information about what you need to configure before configuring Online Event Ordering.
To create an online event ordering configuration:
- In the Main Menu, search for and select Online Event Ordering Configurations. The Online Event Ordering page opens.
- Click Add. The Add Online Event Ordering Configuration window opens.
- Complete the fields. See General Information, Event Defaults Tab, Languages Tab, Order Time Availability Tab and OP Component Configurations Tab for more information on the available fields.
- Click OK.
Once the configuration is complete, use the Copy Shortcut button to copy the URL for the online event ordering. You can then use this link on your website or in emails for your public-facing users to place event orders.
Once you create a configuration, you can also:
General Information
The fields in the General Information section of the Add Online Event Ordering Configuration window are the settings that apply to the entire public-facing application.
- Description – Name of the configuration.
- Sign-In Configuration - Sign-in configuration to use for public-facing users signing into the application.
- Account Management Configuration - Account Management Configuration to use for public-facing users signing into the application. This controls what fields, if any, public-facing users can update for their account and what fields are available during Sign Up in the Public Sign In Configuration.
- Default Order Processing Component Configuration – Order Processing Configuration to use to determine the order department, payment schedules and display options along with the content builder for the pages and sections within the online event ordering web pages.
- Payment Configuration - Payment Configuration for payments you may collect.
- Default Price List – Price list for the order configuration. This is what is used to determine the pricing for the available order items.
- Web Theme - Theme for the online event ordering pages. Controls the style and banner images on the web pages.
- Main Image - Click the Select Image hyperlink to select the image to display on the Start Your Order page. If no image is selected, the background of the Start Your Order page is left white.
- Hide Item Images - If checked, item images do not display in online event ordering. If unchecked, the thumbnail image for the resources displays for the items in online event ordering.
Additional Options Section
- Enable Ordering Cutoff - If checked, you can configure options for order cutoff and additional fields become available. If unchecked, no order cutoffs are available.
- New Orders Cutoff – Number of days from the current date public-facing users can place new orders. For example, if you enter 3, public-facing users can enter orders up to 3 days before the current date.
- New Orders Hours Cutoff – Number of hours from the current time public-facing users can place new orders. For example, if you enter 5, public-facing users can enter orders up to 5 hours before the current time.
- Time Zone - If you are licensed to use the Time Zone feature, you can set the time zone for the OEO. This will then display on all the public-facing pages, to show what time zone you are ordering for.
Checkout Section
- Customize Public Event Fields – Click the Customize Public Event Fields hyperlink to select the event user fields that are available on the Pre-Checkout page in the Additional Information section in the public-facing application.
- The Select Public Event Fields window opens. Move the fields you want available from the available section to the Selected section. The available fields are determined by the UDF set selected in the Event User Defined Fields drop-down on the Defaults tab of the Event Management Configuration screen.
- To move fields you can:
- Use the plus (+) sign next to the field to move each field individually.
- Select a field and use the single right arrow button to move the selected field.
- Select multiple fields using Ctrl+Click or Shift+Click and use the single right arrow to move the selected fields.
- Use the double right arrow to move all the fields displayed in the Available section to the Selected section.
- Select a field and use the up and down arrows to change the order of the fields in the Selected section.
- Click Save when complete.
- Order User Fields - Opportunity type for the order user defined fields available to public-facing users when placing their order.
- Customized Public Order Fields – Click the Customize Public Order Fields hyperlink to select the order user fields that are available on the Pre-Checkout page in the Order Details section in the public-facing application.
- The Select Pubic Order Fields window opens.
- To move fields you can:
- Use the plus (+) sign next to the field to move each field individually.
- Select a field and use the single right arrow button to move the selected field.
- Select multiple fields using Ctrl+Click or Shift+Click and use the single right arrow to move the selected fields.
- Use the double right arrow to move all the fields displayed in the Available section to the Selected section.
- Select a field and use the up and down arrows to change the order of the fields in the Selected section.
- Click Save when complete.
- Terms and Conditions – Terms & conditions configuration to use.
- Confirmation From Email Address – Email address to use as the From email address on the confirmation.
- Confirmation Email Template – Template to use for the confirmation.
Event Defaults Tab
An order submitted through the application creates an event in Enterprise. The fields on this tab are the settings used when creating that event.
- Default Event Category - Category assigned to the event.
- Default Event Status - Event status assigned to the event.
- Default Event Class - Class assigned to the event created.
- Default Event Type - Type assigned to the event created.
Languages Tab
Use the Languages tab to configure multiple languages for the online event ordering configuration. See Online Event Ordering in Multiple Languages for more information.
Order Time Availability Tab
You use the Order Time Availability tab to configure times when orders can be fulfilled. You can configure to allow ordering for a specific date and time or for a recurring day and time.
If using Time Zones on your OEO configuration, the availability of order items will show based on the time set in the Time Zone field. Thus, if specifying the available times as 08:00 AM and the OEO time zone is Pacific Time, the available time will show for Eastern time zone users as 11:00 AM.
To configure order time availability:
- Select the Order Time Availability tab.
- Click Add. The Add Online Event Ordering Time Availability window opens.
- Enter the necessary information:
- Availability Type - Determines if you configure a specific date and time (Date) or a recurring day and time (Day of the Week).
- Date - Date to allow ordering. Only available when Date is selected in the Availability Type drop-down.
- Mark as 'Closed' - If checked, the date or day of the week displays as closed.
- Description - Name for the date configuration. Only available when Date is selected in the Availability Type drop-down.
- Day of the Week - Day each week to allow ordering. For example, if you select Monday and Tuesday, public-facing users can only place orders on Mondays and Tuesdays of each week. Only available when Day of the Week is selected in the Availability Type drop-down.
- Start Time - Time when public-facing users can start orders. Times are available in 15 minute intervals. For example, if you enter 8:00 AM, public-facing users cannot place orders before 8:00 AM.
- End Time - Time when public-facing users can no longer start orders. Times are available in 15 minute intervals. For example, if you enter 11:00 PM, public-facing users cannot place orders after 11:00 PM.
- Click OK.
OP Component Configurations Tab
You use the OP Component Configurations tab to control when public-facing users can order particular menus. For example, you may offer a holiday menu that is only available in November, December and January.
To configure OP component configurations:
- Select the OP Component Configurations tab.
- Click Add. The Add Online Event Ordering OP Component Configuration window opens.
- Enter the necessary information:
- Description - Description for the available menu.
- Order Processing Component Configuration - Order processing configuration for the menu.
- Price List - Price list to use for order processing.
- Start Date - Date the menu is available for ordering.
- End Date - Date the menu is no longer available for ordering.
- Click OK.
Inactivate an Online Event Ordering Configuration
If you no longer use an online event ordering configuration but want to keep record of it, you can make it inactive. When you make a configuration inactive, it is no longer available for selection in Enterprise drop-downs.
To make a configuration inactive:
- In the Main Menu, search for and select Online Event Ordering Configurations. The Online Event Ordering Configurations page opens.
- Select the configuration to make inactive.
- Right-click and select Edit. The Edit Online Event Ordering Configuration window opens.
- Check Retired.
- Click OK.
Delete an Online Event Ordering Configuration
If you no longer use an online event ordering configuration and don't want to keep a record of it, you can delete it. To delete a configuration:
- In the Main Menu, search for and select Online Event Ordering Configurations. The Online Event Ordering Configurations page opens.
- Select the configuration to delete.
- Right-click and select Mark for Delete.
- Click Save.
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