How to Create PO Profiles

• What Is a PO Profile?

  A PO Profile is a custom profile configuration used to create your POs. Creating different PO Profiles offers various options for use at the time of PO creation. You must create at least one (1) default PO Profile in order to use the Auto PO feature. 

  • Navigate to your Purchase Manager within Victory Live Dashboard.
  • From there, click the PO Profiles tab.
  • To create a new profile, click the 'Add Profile' button.

  

  The following describes each field within the "ADD PURCHASE ORDER PROFILE" window

  
  General

  • Profile Name - Choose a name for your new PO Profile.
  • Marketplace: Marketplace associated with PO profile
  • Auto Create Purchase Order – If selected, will attempt to create a PO automatically for purchases with similar matching rules.
  • Payment Method – Specify your preferred payment method when creating a PO. 
    
    
  • Matching Rules - Rule that will be used to associate purchases with designated PO profile.

  

  Account Import

  This is a new feature we added so clients can add multiple Ticketmaster primary purchase account emails to a Po Profile to save time from having to create multiple PO profiles with the same vendor. **YOU ONLY NEED TO USE THIS IF YOU SET THE MATCHING RULE ON THE FIRST TAB TO ACCOUNT OR ACCOUNT AND CREDIT CARD. OTHERWISE YOU CAN SKIP ACCOUNT IMPORT.

  • On this tab, you can select an excel file with the following headers and format
    **Note: the file type has to be a .csv and not a .xlsm
  • Select the csv file with all account usernames

  

  • Click on the Transfer All To button which is the button that has 2 right arrows 

  

  Purchase Order

  • Vendor ID – This is your vendor associated ID used to create a PO. (click 'select a vendor' to search for vendors within POS, also known as a customer in your designated po area in the POS)
    
    
  • PO External/Internal Notes - Notes that will be displayed on the PO.
  • Default Credit Card Last 4 Digits - Credit card that will be applied on order.
  • Profile Credit Card ID - Value within POS associated with intended card.
    
    
  • Marked as Paid - Will automatically mark PO as payed within the POS upon PO creation.
    
    
  • Multiple Ticket Groups on PO – Allows multiple line orders to be PO’d onto one purchase order. (not available to Ticket Network POS users.)
    
    
  • Split Line Items ­– Separates ancillary items from the cost of a ticket. This option is only recommended if needing to record shipping & handling fees separately for accounting purposes.
    
    
  • Office – Allows you to designate which office the PO will be bought-in for. 

  

  Inventory & PDF

  • Retail/Wholesale Pricing Rules - Gives you the option to buy in tickets at a set price. Seats will buy in at cost if not set.
    
    
  • Internal/External Ticket Group Notes - Notes that will be added onto the ticket group's internal/external note within the POS. 
    
    
  • E-Ticket/Hard Ticket Near Term Option - Allows you to select which near term option will be displayed for each ticket group type. 
    
    
  • Share/Broadcast - If selected, will automatically share/broadcast inventory when bought in.
    
    
  • Hide Seat Numbers – Activates the Hide Seats option if selected within your Point of Sale.
  • Mark As Instant– Enables the instant/electronic delivery option within your POS.
    
    
  • Add Required Disclosures– Attempts to pull additional seating information noted on tickets e.g. obstructed view, wheelchair, etc.
  • Add PDFs/Barcodes to POS– Attached the PDFs/Barcodes into your POS.
    
    
  • Mark as Near Term in POS - Will mark the near term listing setting within the POS
    
    
  • Save Face as Cost – Will add the face value as the cost of the tickets. -
    
    
  • Scrape Name - Will remove name from PDF.
    
    
  • Replacement Name - Name that will be added onto the PDF. "Scrape name" option must be selected as well.
  • Change PDF Prices -  Allows you to change, mask, or scrape prices.