Office Operations - TradeMaster Transactions (TMT)

Overview

Office Operations in TradeMaster Transactions allows you to create and manage box offices (taquillas) where tickets are sold. Box offices can be physical locations with operating hours or virtual offices for online sales. Each office has assigned collaborators, payment methods, and access to specific events.

Box offices are the primary sales channels in TMT. They connect collaborators, payment methods, and events to enable ticket transactions.

Office Types

Physical Office

Brick-and-mortar location with scheduled operating hours. Ideal for walk-up ticket sales and in-person customer service.

Virtual Office

Online sales channel operating 24/7. Connects to web portals and mobile apps for digital ticket purchases.

Accessing Office Management

Navigate to Offices

From the main menu, go to Taquillas > Lista de Taquillas

View Office Table

The table displays all box offices with their type, status, and client association

Search and Filter

Use the search bar to find offices by name, type, or status

Creating a Box Office

Click Create Office

Click the Crear Taquilla button in the top-right corner

Enter Basic Information

Fill in the office details:

{
  name: "Main Box Office",
  office_type: "Physical", // or "Virtual"
  status: true,
  client: {
    name: "Client Name",
    client_id: "client_123"
  }
}

Configure Address

Provide the office location details:

address: {
  country: { name: "United States", code: "US" },
  city: "Los Angeles",
  zipcode: "90001",
  line: "123 Main Street, Suite 100"
}

Assign Payment Methods

Select which payment methods this office can accept:

Credit/Debit Cards
Cash
Bank Transfers
Digital Wallets

Add Collaborators

Assign team members to work at this office:

Taquilleros: Ticket sellers
Administradores: Office managers and supervisors

Set Operating Hours (Physical Offices Only)

Configure the schedule for each day of the week with opening and closing times

Save and Activate

Click Guardar to create the office and make it operational

At least one collaborator must be assigned as an administrator to manage office operations.

Office Configuration Details

Required Fields

Field	Type	Required	Description
Name	Text	Yes	Display name for the office
Type	Dropdown	Yes	Physical or Virtual
Country	Dropdown	Yes	Country location
City	Text	Yes	City location
Zipcode	Text	Yes	Postal code
Address Line	Text Area	Yes	Complete street address
Payment Methods	Multi-select	Yes	Available payment options
Collaborators	Multi-select	Yes	Assigned ticket sellers
Administrators	Multi-select	Yes	Office managers
Client	Dropdown	Yes	Owner/producer organization

Office Data Structure

// Complete office configuration
{
  id: "office_123",
  name: "Main Box Office",
  office_type: "Physical",
  status: true,
  client: {
    name: "TradeMaster Transactions",
    client_id: "TMT"
  },
  address: {
    country: { name: "United States", code: "US" },
    city: "Los Angeles",
    zipcode: "90001",
    line: "123 Main Street, Suite 100"
  },
  contact: {
    name: "John Smith",
    email: "[email protected]",
    phone: "+1 555-0123"
  },
  manager: {
    name: "Jane Doe",
    email: "[email protected]",
    phone: "+1 555-0124"
  },
  date: {
    created: "2024-01-15T10:00:00",
    updated: ""
  },
  schedules: [
    {
      day: "Lunes",
      timeslot: { from: "09:00 am", to: "06:00 pm" }
    },
    // ... other days
  ]
}

Contact and Manager Information

Primary Contact

The first collaborator assigned automatically becomes the primary contact:

contact: {
  name: values.collaborators[0].value.name,
  email: values.collaborators[0].value.email,
  phone: values.collaborators[0].value.phone
}

Office Manager

The first administrator assigned becomes the office manager:

manager: {
  name: values.administrators[0].value.name,
  email: values.administrators[0].value.email,
  phone: values.administrators[0].value.phone
}

The contact and manager information is displayed in reports and used for notifications about office operations.

Managing Office Schedules

For physical offices, configure operating hours for each day of the week:

Schedule Configuration

Select Active Days

Check the checkbox for each day the office is open

Set Opening Time

Use the time picker to select when the office opens

Set Closing Time

Select when the office closes for the day

Repeat for All Days

Configure hours for Monday through Sunday

Schedule Examples

{
  day: "Lunes",
  timeslot: {
    from: "09:00 am",
    to: "06:00 pm"
  }
}

Virtual offices don’t have schedules since they operate 24/7 for online sales.

Assigning Collaborators

Collaborators are the team members who work at the office:

Collaborator Roles

Taquillero (Ticket Seller)

Front-line staff who process ticket sales:

Search for available tickets
Process customer payments
Generate tickets and receipts
Handle basic customer inquiries

Permissions: Can sell tickets, view inventory, process payments

Administrador (Administrator)

Supervisors who manage office operations:

Oversee ticket sellers
Generate sales reports
Manage daily cash reconciliation
Handle customer issues and refunds

Permissions: All ticket seller permissions plus reporting and management

Jefe de Taquilla (Office Manager)

Senior managers with full control:

Configure office settings
Assign collaborators
Manage payment methods
Access all financial data

Permissions: All administrator permissions plus configuration access

Assignment Process

// When creating an office, collaborators are assigned
values.collaborators.forEach(async (user) => {
  // Create bidirectional relationship
  await Firestore.collection(`offices/${officeId}/collaborators`)
    .doc(user.value.uid)
    .set({ name: user.value.name, status: true });
  
  await Firestore.collection(`u_collaborators/${user.value.uid}/offices`)
    .doc(officeId)
    .set({ name: officeName, status: true, office_type: officeType });
});

Collaborators must have an active account and be assigned to the same client organization as the office.

Payment Method Configuration

Offices need assigned payment methods to process transactions:

Adding Payment Methods to Office

// Payment method assignment
values.payments_methods.forEach(async (payment) => {
  await Firestore.collection(`offices/${officeId}/payment_methods`).add({
    currency: payment.value.currency,
    name: payment.value.name,
    payment_method_id: payment.value.id,
    custody_account: payment.value.custody_account,
    method: payment.value.method,
    percentage: 0 // Office-specific fee adjustment
  });
});

Payment Method Properties

Property	Description
name	Display name (e.g., “Credit Card - Visa”)
currency	Supported currency (USD, MXN, etc.)
custody_account	Bank account for deposits
method	Payment type (card, cash, transfer)
percentage	Office-specific fee or discount

Office Operations Dashboard

When collaborators log in, they see their assigned office dashboard:

Active Office View

Available Events

List of events with tickets available for sale at this office

Today's Sales

Real-time sales statistics for the current day

Active Collaborators

Team members currently working at the office

Cash Drawer

Current cash balance and transaction log

Selling Tickets from Office

Select Event

Choose the event from the available events list

Search for Tickets

Browse available tickets by zone, price, or seat number

Add to Order

Select one or more tickets to add to the current order

Choose Payment Method

Select from the payment methods assigned to this office

Process Payment

Complete the transaction and generate tickets

Print/Send Tickets

Print physical tickets or send digital tickets via email/SMS

Office Status Management

Active Status

Office is operational and can process sales. Collaborators can log in and sell tickets.

Inactive Status

Office is closed. Cannot process sales or access the system. Used for temporary closures or decommissioned offices.

Activating/Deactivating Offices

Open Office Details

Click on the office from the offices list

Toggle Status

Use the status switch to activate or deactivate

Confirm Change

Confirm the status change in the dialog

Deactivating an office immediately prevents all collaborators from processing sales at that location. Active transactions may be interrupted.

Offices Table Interface

The offices table provides an overview of all box offices:

Table Features

Search and Filter

Global Search: Find offices by name, type, or client
Column Sorting: Click headers to sort by any field
Status Filter: Show only active or inactive offices

Export Data

Click the download icon to export office data as CSV:

Name,Type,Status,Client,City,Created Date
Main Box Office,Physical,Active,Client Name,Los Angeles,2024-01-15
Virtual Sales Portal,Virtual,Active,Client Name,Online,2024-01-20

Pagination

Navigate large office lists:

10, 15, or 20 offices per page
First/Last page navigation
Current page indicator

Table Columns

Column	Description
Name	Office display name
Type	Physical or Virtual
Status	Active (green) or Inactive (red)
Actions	View details icon

Office Detail View

Click on any office to view comprehensive details:

Information Tabs

General Information

Office name, type, and status
Address and contact details
Client/producer association
Creation and update dates

Collaborators

List of assigned ticket sellers
Administrator assignments
Contact information for each
Status and permissions

Payment Methods

Available payment options
Custody account associations
Processing fees
Currency support

Schedule (Physical Only)

Weekly operating hours
Open and closed days
Holiday schedule overrides

Sales Statistics

Total sales for the office
Top selling events
Payment method breakdown
Performance metrics

Transactions

Recent orders processed
Transaction history
Daily sales reports
Cash reconciliation records

Offline Ticket Sales

Physical offices can process offline sales when internet connectivity is unavailable:

Offline Mode

Enable Offline Mode

System detects loss of connectivity and switches to offline mode

Access Local Cache

Ticket inventory and event data are cached locally

Process Sales Locally

Transactions are recorded locally with temporary IDs

Sync When Online

When connection is restored, all offline transactions sync to the server

Offline mode supports cash transactions only. Card payments require active internet connection.

Sales Reports

Generate reports for office performance:

Available Reports

Daily Sales Report

Total sales for a specific day including:

Total revenue
Number of tickets sold
Payment method breakdown
Collaborator performance
Hourly sales trends

Office Performance Report

Compare sales across all offices:

Revenue by office
Tickets sold per office
Average transaction size
Peak operating hours

Collaborator Report

Individual performance metrics:

Sales by collaborator
Average transaction time
Customer service ratings
Accuracy and error rates

Cash Reconciliation Report

Balance cash drawer with system records:

Opening balance
Cash sales total
Expected closing balance
Actual closing balance
Variance and discrepancies

Best Practices

Strategic Location

Place physical offices in high-traffic areas near event venues

Adequate Staffing

Assign enough collaborators to handle peak sales periods

Multiple Payment Options

Enable diverse payment methods to accommodate all customers

Regular Training

Train collaborators on system usage and customer service

Daily Reconciliation

Balance cash drawers and reconcile sales daily

Monitor Performance

Review office reports weekly to optimize operations

Troubleshooting

Collaborator cannot access office

Verify the collaborator is assigned to the office
Check that both collaborator and office status are “Active”
Confirm the collaborator account type matches required roles
Verify the collaborator is assigned to the correct client
Check that office schedules are configured (for physical offices)

Payment method not available

Check that payment method is assigned to the office
Verify payment method status is “Active”
Ensure currency matches ticket prices
Confirm custody account is properly configured
Check payment gateway credentials (for online payments)

Cannot create office

Ensure all required fields are completed
Verify at least one collaborator and administrator are selected
Check that at least one payment method is assigned
Confirm the client account is active
Verify you have permission to create offices

Schedule not saving

Ensure opening time is before closing time
Check that day checkboxes are selected
Verify time format is correct (12-hour with AM/PM)
For virtual offices, schedule is not required

User Management

Create and manage collaborators to assign to offices

Payment Processing

Configure payment methods for office use

Ticket Sales

Process ticket sales through configured offices

Event Management

Link events to offices for ticket sales

Getting Started

Core Features

User Guides

Administration

​Overview

​Office Types

Physical Office

Virtual Office

​Accessing Office Management

​Creating a Box Office

​Office Configuration Details

​Required Fields

​Office Data Structure

​Contact and Manager Information

​Primary Contact

​Office Manager

​Managing Office Schedules

​Schedule Configuration

​Schedule Examples

​Assigning Collaborators

​Collaborator Roles

​Assignment Process

​Payment Method Configuration

​Adding Payment Methods to Office

​Payment Method Properties

​Office Operations Dashboard

​Active Office View

Available Events

Today's Sales

Active Collaborators

Cash Drawer

​Selling Tickets from Office

​Office Status Management

Active Status

Inactive Status

​Activating/Deactivating Offices

​Offices Table Interface

​Table Features

​Table Columns

​Office Detail View

​Information Tabs

​Offline Ticket Sales

​Offline Mode

​Sales Reports

​Available Reports

​Best Practices

Strategic Location

Adequate Staffing

Multiple Payment Options

Regular Training

Daily Reconciliation

Monitor Performance

​Troubleshooting

​Related Features

User Management

Payment Processing

Ticket Sales

Event Management

Build docs developers (and LLMs) love

Overview

Office Types

Accessing Office Management

Creating a Box Office

Office Configuration Details

Required Fields

Office Data Structure

Contact and Manager Information

Primary Contact

Office Manager

Managing Office Schedules

Schedule Configuration

Schedule Examples

Assigning Collaborators

Collaborator Roles

Assignment Process

Payment Method Configuration

Adding Payment Methods to Office

Payment Method Properties

Office Operations Dashboard

Active Office View

Selling Tickets from Office

Office Status Management

Activating/Deactivating Offices

Offices Table Interface

Table Features

Table Columns

Office Detail View

Information Tabs

Offline Ticket Sales

Offline Mode

Sales Reports

Available Reports

Best Practices

Troubleshooting

Related Features