Event Planner
From FloristWiki
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This information is for beta software and is subject to change prior to release. | This information is for beta software and is subject to change prior to release. | ||
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| + | ==Event Planner Tasks== | ||
| + | * Logging into Event Planner | ||
| + | * Creating a New Event | ||
| + | * Searching for Existing Events | ||
| + | * Creating Cover Letters | ||
| + | * Sending Proposals | ||
| + | * Searching for Products | ||
| + | * Searching for Abbreviation Codes | ||
| + | * Configuring the Event Planner Default Settings | ||
| + | * Editing an Existing Event | ||
| + | * Creating an Event Location | ||
| + | * Editing an Existing Event Location | ||
| + | * Adding Products to a Proposal | ||
| + | * Printing Labels | ||
| + | * Accepting Proposals | ||
| + | * Rejecting Proposals | ||
| + | * Deleting Events | ||
| + | * Printing Proposals | ||
| + | * Emailing Proposals | ||
| + | * Converting Proposals into Orders | ||
| + | * House Accounts and Event Planner | ||
| + | * Viewing Proposals | ||
| + | * Copying Events | ||
| + | * Viewing Event Life Cycle Details | ||
| + | * Viewing Proposal Status | ||
| + | * Working with Rental Equipment | ||
| + | * Window Function Access | ||
| + | * Customer Status in Customer Maintenance | ||
| + | * ROA & Event Planner | ||
| + | |||
| + | ==Event Planner Interface== | ||
| + | * [[Event Planner: Login Screen|Login Screen]] | ||
| + | * [[Event Planner: Event Dashboard|Event Dashboard]] | ||
| + | * [[Event Planner: Event Setup Screen|Event Setup Screen]] | ||
| + | * [[Event Planner: Cover Letters Screen|Cover Letters Screen]] | ||
| + | * [[Event Planner: Default Settings Screen|Default Settings Screen]] | ||
| + | * [[Event Planner: Product Search Screen|Product Search Screen]] | ||
| + | * [[Event Planner: Abbreviation Code Screen|Abbreviation Code Screen]] | ||
| + | * [[Event Planner: Locations Screen|Locations Screen]] | ||
| + | * [[Event Planner: Personal Flowers Screen|Personal Flowers Screen]] | ||
| + | * [[Event Planner: Ceremony Screen|Ceremony Screen]] | ||
| + | * [[Event Planner: Reception Screen|Reception Screen]] | ||
| + | * [[Event Planner: Party or Other Screen|Party or Other Screen]] | ||
| + | * [[Event Planner: Proposal Screen|Proposal Screen]] | ||
| + | * [[Event Planner: Print Labels Screen|Print Labels Screen]] | ||
| + | * [[Event Planner: Send Proposals Screen|Send Proposals Screen]] | ||
| + | * [[Event Planner: Customer Search Screen|Customer Search Screen]] | ||
| + | * [[Event Planner: Proposals|Proposals]] | ||
Revision as of 11:42, 22 August 2011
This information is for beta software and is subject to change prior to release.
Event Planner Tasks
- Logging into Event Planner
- Creating a New Event
- Searching for Existing Events
- Creating Cover Letters
- Sending Proposals
- Searching for Products
- Searching for Abbreviation Codes
- Configuring the Event Planner Default Settings
- Editing an Existing Event
- Creating an Event Location
- Editing an Existing Event Location
- Adding Products to a Proposal
- Printing Labels
- Accepting Proposals
- Rejecting Proposals
- Deleting Events
- Printing Proposals
- Emailing Proposals
- Converting Proposals into Orders
- House Accounts and Event Planner
- Viewing Proposals
- Copying Events
- Viewing Event Life Cycle Details
- Viewing Proposal Status
- Working with Rental Equipment
- Window Function Access
- Customer Status in Customer Maintenance
- ROA & Event Planner
Event Planner Interface
- Login Screen
- Event Dashboard
- Event Setup Screen
- Cover Letters Screen
- Default Settings Screen
- Product Search Screen
- Abbreviation Code Screen
- Locations Screen
- Personal Flowers Screen
- Ceremony Screen
- Reception Screen
- Party or Other Screen
- Proposal Screen
- Print Labels Screen
- Send Proposals Screen
- Customer Search Screen
- Proposals
