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How to Set up Matching Reseller Settlement Methods in the Terminal App

Use batches to let resellers settle sales using all approved methods.

Updated over 2 weeks ago

Batches are groups of vouchers issued to resellers, either pre-printed or generated digitally, to streamline the sales and distribution process.

They also ensure that the settlement methods available in the terminal match those configured in the reseller details.

Prerequisites:

  • Batches must be created for the appropriate reseller(s) in the Ventrata dashboard.

  • Verify that the necessary settlement methods are enabled in the reseller details.

  • Verify that the same settlement methods are enabled in the location details.

Reseller Settlement Methods

  1. In your Ventrata dashboard, go to Resellers > Resellers.

    Resellers

  2. Select the reseller who uses batches.

  3. Press the EDIT DETAILS button on the Reseller level.

    Edit Details

  4. Scroll down the reseller form or search for 'Allowed Settlement Methods'.

  5. Review or change settlement methods the reseller should have.

    Allowed Settlement Methods

  6. Exit the form or press the Update Reseller button if you made any changes.

    Update Reseller


Location Settlement Methods

  1. Then, go to Ticket Terminals > Locations.

    Locations

  2. Select a location where reseller batches will be used.

  3. Scroll down the location form or search for 'Allowed Settlement Methods'.

  4. Make sure the same settlement methods are selected as on the reseller detail in step 5.

    Allowed Settlement Methods

  5. Exit the form or press the Update Location button if you made any changes.

    Update Location


Using Batches

  1. In the Ventrata terminal app, go to the Scan tab.

  2. Scan the reseller batch string.

    Reseller Batch String


    πŸ“— TIP

    In this example, the batch number is entered (a value within the defined batch range). This is also the reseller reference displayed on the booking detail.


  3. You can skip taking a picture of a voucher.

    Skip

  4. Select the product, unit, the date and time of a tour as available.

    Select Product

  5. Select the ticket delivery method.

    Delivery Method

  6. Select a settlement method.

    Settlement Method


    πŸ“’ NOTE

    The list of available settlement methods must match those allowed in the reseller and location details.


  7. Press the Pay Now or Pay Later button, depending on the selected settlement method.

  8. Select the payment method.

    Payment Method

  9. Then, press the Pay Now button to complete the order.

Reseller Settlement Methods

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