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Pre-requisite: have your Institution characteristics setup

Aim: setup the rules for your Organisations.

Description: Warning - create a new Organisations implies change in your SecuTix contract. Please liaise with our team before creating a new Organisations.

Characteristics

Screen configuration

Access control parameters


Characteristics

In General

Internal, External name and Code of your Organisation

Administrative logo, External Logo

Main language

Access control type

Use SwissPass badge for access control

In Address you can set the address and details for the related Organisation

In Parameters

Time zone

Day starting time

Contacts

Currency

Use sales price breakdown in botoom-up mode

Manage deposit

VAT calculation date for performance

Suspense account authorisation for a new contact

Default maximum outstanding balance

Partner Organisation

In Organization variables


Screen configuration

The screen configuration gives you the opportunity to define the information requested in your different form.

You can customize those forms globally by modifying the information initially setup when Screen name = all and Sales channel = Default for organization
Then you can also apply specific rules on a particular sales channel, by selecting it in the dropdown and clicking on Search.

If the result is empty, clicking on will apply the configuration set at general level for your particular sales channel (respecting specificities, i.e. only B2B forms if this sales channel is a B2B sales channel), for you to modify at sales channel level. Thus you could have a global rule + a specific rule for your B2B sales channel

If the result is not empty, it means you already have a specific set for the selected sales channel. You can if you want to reset, or you can just modify what you want to modify.

Screen nameRelated form / screen
B2C register page
B2C profile page
B2B register page
B2B profile page
Ticket holder form
Individual purchase form
Structure purchase form
Distribution form
Contact creation form
Pickup contact form
Shipment contact form
Billing contact form
Contact creation form for purchase on behalf of



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