Download AUTHORISED RESELLER B2B PLATFORM USER GUIDE

B2B Platform User Guide
Authorized Reseller
AUTHORISED RESELLER B2B PLATFORM USER GUIDE
TABLE OF CONTENTS
AUTHORISED RESELLER B2B PLATFORM USER GUIDE ....................................................................................... 1
TABLE OF CONTENTS ..................................................................................................................................... 1
1.
2.
B2B PLATFORM SYSTEM REQUIREMENTS ............................................................................................. 2
1.1
MINIMUM HARDWARE REQUIREMENTS ...................................................................................... 2
1.2
SUPPORTED BROWSERS ................................................................................................................ 2
B2B PLATFORM USER MANUAL ............................................................................................................. 2
2.1
LOGIN ............................................................................................................................................. 2
2.2
HOME PAGE ................................................................................................................................... 3
2.3
TICKET EMISSION ‐ SALES FLOW .................................................................................................... 5
3.
REPORTS .............................................................................................................................................. 14
4.
TECHNICAL SUPPORT ........................................................................................................................... 14
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B2B Platform User Guide
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2 May 2014
1. B2B PLAT
TFORM SY
YSTEM REQUIREME
ENTS
The B2B platfo
orm can be accessed frrom any com
mputer, with
h high speed
d internet co
onnection and
a
a the
folllowing minimum config
guration :
1.1
1 MINIMUM
M HARDWA
ARE REQUIREMENTS
CO
OMPUTER
- 2GHz Pentium pro
ocessor equivalent or mo
ore
- 2 GB R
RAM or more
e,
- Windo
ows7 Pro / Windows8
W
- 56kbpss/mbps internet connec
ction___
- Screen
n resolution : if you experience diffi culty with th
he display of screens an
nd pop-ups, you can
change
e the screen
n resolution by using the
e set up butto
ons A A+ as shown
s
below
w:
Figu
ure - 1
PR
RINTER
A high
h
level qu
uality Laser printer
p
/ 300 dpi
An
n ink jet or a dot matrix printer
p
underr 300 dpi are
e not recommended
1.2
2 SUPPORTE
ED BROWSE
ERS
-
Interne
et Expoler (vversion 8 or higher)
h
Chrom
me (version 27
2 or higher)
FireFoxx (version 211 or higher)
Safari ((version 6 orr higher)
2. B2B PLAT
TFORM USER MANU
UAL
The B2B platfo
orm address is https://b2
2b.tickets.ex po2015.org
2.1
1 LOGIN
The login page
e contains fie
elds to be co
ompleted to
o access the system.
To
o log into the
e system, ple
ease use the access cred
dentials given by EXPO
Ple
ease refer to
o the email that you were sent with yyour comple
eted Information form tthat will contain your
Username and
d Password for your sales point.
If you
y
cannot find your lo
ogin credentials or have
e forgotten your password, please send us an email at
sup
pport-b2b@
@expo2015.org
Automatic Tim
me-Out: Plea
ase note tha
at for securitty reasons, the systems times out au
utomatically
y after 20
minutes of inactivity. Afterr a timeout, it will be nec
cessary to re
e-enter yourr username aand passworrd.
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Figu
ure - 2
2.2
2 HOME PA
AGE
The home menu contains a direct link to the main
n functionalitties.
HO
OME
Aftter login, you
ur user name
e will be visible on the to
op left of the
e home page
e. The initial account cre
edit
pla
afond, the cu
urrent debit (value of tickets issued aagainst on ac
ccount) and the remainiing available
e credit is
sho
own on this screen.
Figu
ure - 3
No
ote : this info
ormation is always
a
visible
e from any p
page of the B2B
B platform
m on the top left side of the
t
scrreen under tthe user nam
me.
Initial Credit: T
This refers to
o your provid
ded bank gu
uarantee or direct
d
deposit to Expo.
Yo
our Debit: Th
his refers to total value of
o tickets issu
ued on your account (pu
urchased fro
om Expo) since the
mo
oment of yo
our first login
n onto the B2
2B platform..
Available Credit: This refers to your Initial Credit le
ess all purch
hases. The amount is a rrunning total for
your full Expo cycle and is not reset monthly
m
after payments are
a made.
TIC
CKETS LIST
Givves you all th
he information on tickett sales by pe riod. The de
efault period correspond
ds to the last week
acttivity.
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TIC
CKET EMISSIION
Co
orresponds to the Sale fu
unctionality which
w
is dettailed later in
n this docum
ment.
SA
ALES LIST
Allows you to vview the list of sales for a period. Th
he default pe
eriod corresp
ponds to thee last seven days.
d
Cliick on the piink arrow bu
utton on the top-right off the screen (Figure 4) to
o display the report
The report is o
on csv/Excel format (Figu
ure 5)
Figu
ure - 4
Figu
ure - 5
SYSTEM FUNC
CTIONS
This section ge
enerates a fiscal report used by SIA E (the Italian
n Fiscal Auth
hority), with required da
ata for all
tickets issued in case of fisscal control.
CH
HANGE PASS
SWORD
Givves you the possibility to
o modify you
ur initial passsword (stron
ngly recomm
mended).
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Figu
ure - 6
LO
OGOUT
Givves you the possibility to
o exit the pla
atform or ch ange user.
2.3
3 TICKET EMISSION - SALES FLO
OW
CU
USTOMER IN
NFO
The sale process starts with
w
the entrry of inform
mation requirred to indicate where tthe tickets are
a to be
delivered electtronically.
First Name an
nd Last Nam
me: enter the
e name of tthe actual ticket user (single point of reference
e for the
wh
hole transacttion).
Em
mail address:: entry of an
a email add
dress is man
ndatory since the Ticketts purchased
d will be sent to the
em
mail as an atttachment in a PDF forma
at.
g and delive
If the
t
custome
er cannot provide
p
an e-mail,
e
or if the resellerr/agency willl be printing
ering the
tickets, the resseller/agencyy e-mail must be entere d to receive the tickets.
To
o do so clic
ck on the PRE-FILL
P
FIIELDS butto
on (the Lastt Name and
d *Email ad
ddress fieldss will be
automatically ffilled-in).
Payment meth
hod : choose
e Credit Card
d or Credit .
Ple
ease refer to
o your Auth
horised Rese
eller Contrac
ct and the ‘B2B Expo 2015
2
Ticketss Authorised Reseller
Gu
uide’ for morre informatio
on about pay
yments.
Figu
ure - 7
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CH
HOOSE YOU
UR TICKET – INITIAL TICKET SELEC
CTION
This is the core
e ticket selec
ction screen
n.
CH
HOOSING AN
N ‘OPEN DA
ATE’ TICKET
-
Select the TICKET TYPE : Fixed
d date or Op
pen date (any
y day)
The (i) pop-ups provide additio
onal informaation.
When the Open da
ate (any day)) Ticket Type
e is chosen, then
- Select the VISIT
T DURATION
N : 1 Day or multiple day
ys
(Th
he selection will vary bassed on the T
Ticket Types that have be
een enabled for your ressale.
if 1 Day is the only
o
option, it will be auttomatically selected
s
by default.)
d
The (i) pop-up
p provides ad
dditional info
ormation.
-
Select the TIME PE
ERIOD : Full Day
Curren
ntly, Full Dayy is the only option
o
and will be automatically sellected by deefault.
(Evenin
ng entry tick
kets may be added durin g the period
d of Expo, ho
owever TBC..)
The (i) pop-up pro
ovides additio
onal informaation.
-
Select the TICKET CATEGORY
Y : Adult, Sr. C
Citizen, Fam
mily pack
The (i) pop-up pro
ovides additio
onal informaation.
-
Select the QUANT
TITY : Maximum 15 per T icket Type
In the case that mo
ore tickets are required ffor the same
e Ticket Type
e it will be n ecessary to do
anothe
er purchase transaction. The limit h as been plac
ced to minim
mize problem
ms that may arise
with printing PDF files
f
with a high
h
numberr of pages.
In all c
cases, it is advised to do more transaactions for sm
maller numb
bers of ticketts each, rather than
fewer ttransactionss with larger ticket numb
bers.
Ple
ease refer to
o the B2B Gu
uide for more
e informatio
on about the ticket types on sale.
On
nce all the se
elections havve been mad
de, click on tthe ADD buttton to proceed.
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Figu
ure - 8
CH
HOOSING A ‘FIXED DATE
E’ TICKET
-
Select the TICKET TYPE : Fixed
d date or Op
pen date
The (i) pop-up pro
ovides additio
onal informaation.
When the Fixed Da
ate Ticket Ty
ype is chose n, then:
- Select the CHO
OOSE THE DATE
D
: choosse from the dates on the
e pop-up ca lendar wherreby
ava
ble dates in light pink an
ailable datess are in green
n, not availab
nd passed daates in grey.
The (i) pop-up
p provides ad
dditional info
ormation.
-
Select the TIME PE
ERIOD : Full Day
Curren
ntly, Full Dayy is the only option
o
and will be automatically sellected by deefault.
(Evenin
ng entry tick
kets may be added durin g the period
d of Expo, ho
owever TBC..)
The (i) pop-up pro
ovides additio
onal informaation.
-
Select the TICKET CATEGORY
Y : Adult, Sr. C
Citizen, Fam
mily pack
The (i) pop-up pro
ovides additio
onal informaation.
-
Select the QUANT
TITY : Maximum 15 per T icket Type
In the case that mo
ore tickets are required ffor the same
e Ticket Type
e it will be n ecessary to do
anothe
er purchase transaction. The limit h as been plac
ced to minim
mize problem
ms that may arise
with printing PDF files
f
with a high
h
numberr of pages.
In all c
cases, it is advised to do more transaactions for sm
maller numb
bers of ticketts each, rather than
fewer ttransactionss with larger ticket numb
bers.
Ple
ease refer to
o the B2B Gu
uide for more
e informatio
on about the ticket types on sale.
On
nce all the se
elections havve been mad
de, click on tthe ADD buttton to confirm.
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Figu
ure - 9
CH
HOOSE YOU
UR TICKET – ADD MORE
E TICKETS
NE
EWTICKET TY
YPE
To
o add a new
w Ticket Typ
pe to the ba
asket click o
on the ADD
D ANOTHER
R TICKET b
button in the
e central
bo
ottom part off the screen (here circled
d in green).
Figu
ure - 10
The selection fflow will take
e you back to
t the base C
CHOOSE YO
OUR TICKET selection sccreen.
Re
epeating the selection prrocess as desscribed abovve for other tickets and clicking
c
ADD
D, the full ba
asket list
appears.
MO
ORE TICKETS OF A TYPE
E ALREADY SELECTED
S
If you
y wish to a
add more off the same Ticket
T
Types you have alrready selected you may simply CON
NTINUE
to the Cart Sum
mmary scree
en where the
e quantity caan be modified, or you may
m REMOV
VE the Ticket Type
line, click on A
ADD ANOTH
HER TICKET and then prroceed to se
elect again th
he required T
Ticket Type with the
co
orrect quantitty.
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Figu
ure - 11
CH
HOOSE YOU
UR TICKET – TIPS
-
-
-
-
When initially fillin
ng your bask
ket, assure th
hat you are correctly ch
hoosing all tthe Ticket Ty
ypes you
will ne
eed, wherebyy the quantities are easi ly adjusted in
i the Cart Summary
S
sccreen. If insttead, you
are misssing a ticke
et type (i.e. a Sr. Citizen tticket), it willl be necessary to use thee Add Anoth
her Ticket
functio
on.
When you choose
e the numbe
er of tickets, be aware th
hat the syste
em will prod uce a single
e file with
the to
otal amount of tickets to be printted, consequently, large
e number ttransactions are not
advisab
ble.
Each ticket must be
b printed on
o a single s heet of A4 paper.
p
Assurre that your printer is no
ot set for
two-sided printing
g.
For op
ptimal produ
uction and delivery,
d
makke sure that the printer is not acceessible by other back
office operations to
t prevent th
he unintentio
onal, random
m mix of prin
nted pages w
which are no
ot tickets
or the
e unintention
nal pick-up of ticket p
pages by op
perators not involved in
n ticket prin
nting and
distribu
ution.
At any time you may
m view you
ur cart conte
ents by hove
ering over th
he cart imag e on the top
p right of
the scrreen.
Figu
ure - 12
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B2B Platform User Guide
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CA
ART SUMMA
ARY
The Cart Summ
mary shows your selecte
ed tickets.
TIC
CKET QUANTITY revision
n function
It is possible to
o increase or decrease the number o
of tickets required for ea
ach ticket tyype, with a maximum
m
allo
owed of 15 p
per Ticket Tyype.
To
o remove Tic
cket from the
e basket click on the x (o
on the right side of the screen)
s
TERMS AND C
CONDITIONS
S ACCEPTAN
NCE
Acceptance off the ‘Expo 2015
2
Ticket Terms
T
and C
Conditions – Visitor Rule
es’ has alread
dy been confirmed in
your organizattion’s contra
actual agreem
ment with E
Expo as well as your Reseller commiitment to assure that
the
e ticket userrs have been
n appropriate
ely notified rregarding the Terms and
d Conditionss. Conseque
ently, the
Terms and Conditions acc
ceptance box
x in the B2B Ticketing Platform has been autom
matically pre-checked
as the default ssetting, It iss not possiblle to unchec
ck the Termss and Condittions accepttance box.
Ple
ease refer to
o the B2B Gu
uide for Appe
endix for the
e full ‘‘Ticket Terms and Conditions
C
– Visitor Rules’.
Figu
ure -13
EM
MPTY CART ffunction
It is possible to
o cancel all the tickets in your cart to allow yo
ou the possibility to starrt over again
n to build
your order.
Figu
ure - 14
Pa
age 10 of 15
B2B Platform User Guide
V0.2
2 May 2014
CO
ONFIRM OR
RDER
Verify the ticke
ets selected and select CONFIRM
C
OR
RDER to pro
oceed with concluding th
he transactio
on.
PA
AYMENT
With the paym
ment choice already
a
prov
vided Custom
mer Info section, the system will pro
oceed accord
dingly.
Payment meth
hod : Credit
If CREDIT was selected in the Customer Info ssection or is set up ass the defau lt Payment Method,
tra
ansactions are charged to the Auth
horised Rese
eller account subject to a monthly billing and payment
cyc
cle. Refer to
o the B2B Gu
uide – Finan
nce Cycle an d Policies ch
hapter for more
m
detail.
Figu
ure - 15
The portal hom
me page in Fig. 16 alw
ways shows purchase information with
w respect to your inittial credit
line. The Available Creditt is updated
d at the end
d of a transsaction charrged againstt the accou
unt. If a
tra
ansaction is p
paid by credit card, there
e will be no change of Available
A
Credit.
If any
a addition
nal purchase
e exceeds th
he Available Credit amo
ount, the add
ditional purcchase will be denied
until the creditt amount is increased by
b Expo upo n Reseller re
equest in accordance w
with payments having
been made appropriately. Refer to the
e B2B Guide
e – Finance Cycle
C
and Po
olicies chaptter for more detail.
Figure - 16
Payment meth
hod : Credit CARD
C
If CREDIT
C
CAR
RD was selec
cted in the Customer
C
In
nfo section or
o is set up as the defau
ult Payment Method,
cre
edit card dettails must be
e entered forr payment. C
Credit cards accepted are Visa, Masteercard and American
A
Express. The In
ntesa San Pa
aolo Bank Se
etefi secure p
payment portal is activatted and all ccredit card details are
req
quired.
Pa
age 11 of 15
B2B Platform User Guide
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2 May 2014
With credit carrd payment, this direct method
m
of p
payment will not be appllied against aany monthly
y plafond
forr purchases on account credit subject to a montthly billing and paymentt cycle.
Ca
ardholder name:
The name musst be entered
d exactly as it is on the c
credit card.
Co
onfirmation e
email:
The email address to be en
ntered on th
his screen is relative to pa
ayment. It can
c be the saame or different
fro
om the email entered in the Customer Info scree
en as the destination for the e-ticketts.
Agreement forr personal da
ata processin
ng: To proc
ceed with th
he transaction, it is obligaatory to acce
ept the
terrms for perso
onal data pro
ocessing. Fo
or the comp
plete Intesa San
S Paolo Ba
ank Setefi seecure payme
ent portal
privacy policy you may vie
ew the detail by clicking on the link or
o refer to th
he B2B Guidee Appendix.
Figu
ure - 17
The secure pa
ayment porta
al provides payment su mmary deta
ails for a fina
al confirmattion. Choosse PAY at
the
e bottom of the page to finalize your transaction
n (Figure – 18)
1
Figu
ure - 18
EN
ND OF SALE – DOWNLO
OAD TICKET
T
The end of sale page conttains the dettails of the p
purchase and
d gives you the
t ability to
o download and print
the
e tickets.
Pa
age 12 of 15
B2B Platform User Guide
V0.2
2 May 2014
Yo
ou can print the e-ticketts individually by clicking
g on the pin
nk ‘send to printer’
p
imagee button to the right
of each ticket for each of the tickets or you can download print
p
the com
mplete orderr clicking on
n the ALL
button in the b
bottom rightt corner.
If you
y
have en
ntered the cu
ustomer e-m
mail, you maay not print the tickets to
t avoid tickket’s duplicattion: The
customer will receive the tickets
t
to hiss mail addresss.
If you
y
have en
ntered your company e-mail (using the PRE-FILLS FIELD button) you m
may print th
he tickets
and deliver the
em to the cu
ustomer.
Figu
ure - 20
TIC
CKET LIST
The Ticket Listt provides a list
l of purcha
ase transact ions made within
w
the tim
meframe as iindicated in the
FROM / TO windows. Notte that the date format iss MM/DD/YY
Y.
The default tim
meframe is th
he last seven
n days. You may change
e the timefra
ame as desireed from one
e day to
another period
d of your cho
oice.
CO
OMPLETED: refers to completed tran
nsactions wh
hereby paym
ment has bee
en the e-tickkets have been
generated
INC
COMPLETE: refers to a transaction that correcttly conclude (i.e. for a de
eclined crediit card paym
ment or
inssufficient cre
edit)
Paging arrows for forward, back, first and
a last are tto be found on the botto
om left side of the grid.
Screen formatting buttonss are to be fo
ound on the bottom righ
ht of the grid
d:
-
Optimize grid co
olumns widt h by content
-
w grid in Full Screen
Show
Fig
gure - 21
Pa
age 13 of 15
B2B Platform User Guide
V0.2
2 May 2014
Vie
ew transactio
on detail: Yo
ou can select a transactio
on to review
w the detail. Click
C
on the pink arrow button
on
n the right fo
or additional information. This page c
correspond exactly to th
he End of Salle – Downlo
oad
tickets page
Figu
ure - 22
3. REPORT
TS
Da
aily and mon
nthly Reportts will be se
ent automattically from the B2B pla
atform to yo
our compan
ny e-mail
address in PDF
F and Excel format.
f
4. TECHNIC
CAL SUPPORT
Expo has proviided a dedic
cated and qu
ualified suppo
ort team to the Resellerss and Sub-d istributors, operating
o
fro
om Monday tto Friday fro
om 9am to 6pm and Satu
urday from 9am
9
to 2pm..
The technical assistance will
w respond to any issu es related to
o the use off the B2B ticcketing platfform and
willl be provide
ed to the Ressellers:
- By pho
one at the fo
ollowing num
mber:
- By email at supporrt-b2b@expo
o2015.org
- By fillin
ng in a pre-ffilled form on
n the B2B tic
cketing platfform (availab
ble at a futurre date)
At any time, th
he Resellers could
c
addresss any otherr issues to their reference
e Ticketing A
Account.
Pa
age 14 of 15
B2B Platform User Guide
V0.2 May 2014
Sub-distributors may receive assistance only:
- By email at [email protected]
- By filling in a pre-filled form on the B2B ticketing platform (available at a future date)
Any other issues could be address from the Sub-distributors to their reference Reseller.
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