Navigating the Purchase Manager

Accessing the Purchase Manager

Click the Purchase Manager link on the navigation pane.

The Purchase Manager loads by default with a list of your most recent purchases with the newest orders at the top of the list. 

There are a few different tabs in the Purchase Manager.

• Purchases
• PO Profiles
• Accounts
• Manual PO
• Logitix Live Purchases (To Be Discontinued)

Some notes about buying in inventory through the Purchase Manager:

• When trying to get a purchase to buy in/PO, if you receive an error that says something like, "Error creating PO: Event Not Found in POS", this is usually an indication that the venue may need to be mapped or the venue needs to be edited in the Purchase Manager. When you edit the venue, you want to make sure that the venue name shown when you click on the black caret arrow to open up the purchase, matches the name of the venue shown on the order before you open it up.
• If you PO an order and you notice that the button to view the PDFs is not available and there is an exclamation point to the left of the thumbs up icon, that means there is a delivery delay on those tickets and they will populate once that delivery delay is lifted.
• In order for AP to buy in inventory from different exchanges, there has to be a PO profile created for that specific marketplace, either a default or a customized one for a specific account.
• If an order is not showing in the Purchase Manager for a Ticketmaster account, make sure that you check the TM account email in the Accounts tab to verify the account has been run recently. If it has not, you can request an account run to pull any purchases that have not come over from that account. Also, make sure the credentials for the account are valid.

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Purchases Tab

1. (Left to Right) 

Marketplace

Click to PO - clicking this will buy the inventory into the POS

Shipping Method - this shows the stock type of the purchased tickets**

Click to Load PDFs to POS and AP- clicking this will push the PDFs on the purchase to the POS and Ticket Manager

**Note: In cases of PDFs, this can either be an icon or a button. If they are PDFs they will have a lightning bolt button and most times you can click on it to view the PDFs attached to that order. If it is just a lightning bolt and you cannot click on it, the tickets may have a delivery delay or did not come over from the exchange.

2. Search Field - you can narrow your search by inputting a specific order id, invoice, event name, or venue

Search Dates - you can narrow your search by setting a range of either event or order creation dates

Select a Marketplace - you can narrow your search by only showing a specific marketplace

Select a Shipping Method - you can search by the shipping method on the purchase

Canceled Orders - a filter option to search purchases that have been canceled by the seller

Pending Orders - a filter option to search any purchases that are in a pending status 

Future Events Only - a filter option to search purchases for future events

Not PO'd - a filter option to search for purchases that have not been bought into the Point of Sale and have not been assigned a PO number  

3. - CSV - can export current results to CSV file for reports
- Edit Columns - can edit the columns that are currently displaying
- Refresh - refreshes the grid to reflect any changes or updates
- Expand/Shrink - expands or shrinks the grid

4. Map Production - allows you to map the production on the purchase to the correct Production in the Point of Sale 

5. Edit Ticket Group- you can edit the ticket group information as well as the production date, time, ticket group's seat information, and the total charge of the purchase.

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PO Profiles Tab

1. Select a Marketplace - you can narrow your view of PO Profiles by the marketplace you will be

Show Disabled- checking this will allow you to see any disabled PO profiles

Add Profile- click here to create a new PO profile (See "How to Create PO Profiles" article here)

 2. PO Profile Name - the name you create for the PO profile and the marketplace you assign to it

 3. Matching Rules- the rule that will link the PO profile to an account and or credit card used to make the purchase on the marketplace

4. Auto PO Enabled - indicates that the Auto PO function in which the system automatically PO's the purchases is turned on

 5.

  Edit- make adjustments to the PO profile 

Clone - allows you to make a copy of the selected PO profile, mirroring the same setting options and vendor 

Delete - disables the selected PO profile from the Purchase Manager

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Accounts Tab

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1. Search Field - you can search by account email address here

Select a Marketplace -you have the option to search accounts by a specific marketplace

Show Unauthenticated Only - select this checkbox if you want to see Ticketmaster accounts that have not been authenticated

Show Disabled Accounts - select to show only disabled accounts

Show Invalid Credentials Only - select to only show accounts that have invalid credentials (Ticketmaster, Ticket Evolution, StubHub, TicketsNow)

Add Account  - where you add your Ticketmaster, Ticket Evolution, StubHub or TicketsNowpurchase accounts (click here to see our guide on how to add your purchase accounts) Any other primaries or secondaries are pulled by email forwarding

2.  Account Username - email associated with primary purchase account

Account Nickname - (optional) you can assign a nickname for the account to better identify it

Broker ID - (Ticketmaster accounts) this is the broker ID assigned to your TicketsNow/Event Inventory (Ei) account. We utilize this along with the below token to sync your account to achieve mobile transfers 

Security Token - (Ticketmaster accounts) this is an API token we use to sync your TM primary purchase accounts with the above broker ID to achieve mobile transfers

3. Purchase Statuses (Complete Active, All Active, All Complete All Orders)- the status of the orders in the selected account

Is Running - indicates if the system is running the account to search for new purchases

Last Account Run Time - logs the last date and time the account was run

4. Disabled - indicated whether the account is disabled or enabled, a linked chain means enabled, unlinked means disabled

Status Message of Account - displays status of account (ex: locked, invalid pw, pending verification, etc)

Incomplete Account- Change Password - displays true when account is not fully set up with complete credentials

5. Account Options

Edit - click here to update the account information 

Account Credential Verification - this indicates whether the account has valid or invalid credentials

Delete - removes the account from the Purchase Manager

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Manual PO Tab

You can reference this article here for instructions on how to use the Manual PO tool in Purchase Manager.