Menus - Sales Events

Description:
This article explains how to create, view, and edit Sales Events in Canopy 2.0. Sales Events are designed to group orders, making it easier to run sales reports and analyze event-based transactions.

How to View and Edit Sales Events

1. In Canopy 2.0, select the Menus drop-down on the left side of the screen.
2. Select Sales Events from the list.
3. All existing Sales Events will be displayed, along with the Event Type, Start Date & Time, and Pre-Order Active status.
4. Select the Sales Event you want to edit.
5. The Edit Sales Event panel will appear on the right side of the screen.
6. You can edit the following details:
   • Internal Name
   • Display Name
   • Event Type
   • Start Date & Time
   • Lock Event Status
7. After making the desired edits, you can:
   • Select the Save button at the bottom of the panel to save your changes, or
   • Select the X in the upper right corner to exit without saving.
     
     

How to Create Sales Events

1. In Canopy 2.0, select the Menus drop-down on the left side of the screen.
2. Select Sales Events from the list.
3. Select the blue plus icon in the upper-right corner.
4. The Add Sales Event panel will appear on the right side of the screen.
5. You can add the following details:
   • Internal Name
   • Display Name
   • Event Type
   • Start Date & Time
   • Lock Event Status
6. After making the desired edits, you can:
   • Select the Save button at the bottom to save the new Sales Event, or
   • Select the X in the upper right corner to exit without saving.

What Are Sales Events?

Sales Events are designed to group orders for streamlined sales reporting. These events capture sales activities from a specific point in time and help differentiate transactions based on event types. Key attributes of Sales Events include:

• Internal Name: An internal reference identifier, such as “240426_bucks_raptors.”
  • Format Example: YYMMDD_team1_team2
• Display Name: A descriptive title visible to staff, such as "Milwaukee Bucks vs Toronto Raptors."
  • Format Example: Team 1 vs Team 2
• Event Type: Categorizes the event (e.g., Playoff Game, Concert).
• Start Date/Time: When the event begins, usually when doors open or sales start.
• Locked/Unlocked Status: A toggle for controlling whether preorders are allowed. Locked events do not allow additional preorders, while unlocked events continue to accept orders.

Sales Event Behaviors

Sales Events work based on a rolling event system, capturing sales activities once an event begins until the next Sales Event starts. Only one Sales Event can be active at a given time in the same venue, preventing overlapping events.

Sales Event Types

Sales Event Types allow venues to adjust pricing dynamically for each event. Examples of event types include Playoff Games, Concerts, and Kids Shows. These types can be managed under Menus > Price Levels, which activates a new price field for each item.

How to Create a Sales Event:

1. Navigate to Canopy 2.0 > Menus > Sales Events.
2. Select the blue plus icon.
3. Enter the Internal Name, Display Name, Event Type, and Start Date/Time.
4. If you have mobile preorder menus, you can either:
   • Allow preorders by leaving the Lock Event flag off, or
   • Restrict preorders by turning the flag on.
5. Note: Price Levels do not automatically activate with the Sales Event Start Date/Time. You must manually enable or disable them under Menus > Price Levels.

Run Reports Using Sales Events and Types

To generate reports using Sales Events and Types, navigate to Canopy 2.0 Reports. Several dashboards offer filters based on Sales Events and Types. Adjust the date/time filter to view data from previous months or years.

Note: Sales Events are not retroactive and will only capture data after the first Sales Event has been created for your venue.

By managing Sales Events effectively, you can group transactions for specific events, apply dynamic pricing, and generate detailed reports that reflect sales performance.