Event Planner
From FloristWiki
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==Event Planner Tasks== | ==Event Planner Tasks== | ||
| - | + | Event planner tasks are divided into three main areas: working with events, working with proposals, and administrative tasks. | |
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===Working with Events=== | ===Working with Events=== | ||
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* [[Event Planner: Creating an Event Location|Creating an Event Location]] | * [[Event Planner: Creating an Event Location|Creating an Event Location]] | ||
* [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]] | * [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]] | ||
| + | * [[Event Planner: Adding Products to an Event|Adding Products to an Event]] | ||
| + | * [[Event Planner: Copying Events|Copying Events]] | ||
| + | * [[Event Planner: Deleting Events|Deleting Events]] | ||
| - | ===Working with Proposals== | + | ===Working with Proposals=== |
| + | * [[Event Planner: Generating Proposals|Generating Proposals]] | ||
| + | * [[Event Planner: Viewing Proposals|Viewing Proposals]] | ||
| + | * [[Event Planner: Viewing Proposal Status|Viewing Proposal Status]] | ||
| + | * [[Event Planner: Accepting Proposals|Accepting Proposals]] | ||
| + | * [[Event Planner: Rejecting Proposals|Rejecting Proposals]] | ||
| + | * [[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]] | ||
* [[Event Planner: Creating Cover Letters|Creating Cover Letters]] | * [[Event Planner: Creating Cover Letters|Creating Cover Letters]] | ||
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* [[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]] | * [[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]] | ||
* [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]] | * [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]] | ||
| - | * [[Event Planner: | + | * [[Event Planner: Working with Rental Equipment|Working with Rental Equipment]] |
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* [[Event Planner: Printing Labels|Printing Labels]] | * [[Event Planner: Printing Labels|Printing Labels]] | ||
| - | * [[Event Planner: | + | * [[Event Planner: Viewing Event Life Cycle Details|Viewing Event Life Cycle Details]] |
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* [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]] | * [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]] | ||
| - | * [[Event Planner: | + | * [[Event Planner: Logging out of Event Planner|Logging out of Event Planner]] |
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* Window Function Access | * Window Function Access | ||
* Customer Status in Customer Maintenance | * Customer Status in Customer Maintenance | ||
Revision as of 11:19, 14 September 2011
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This information is for beta software and is subject to change prior to release. |
Event Planner, introduced in FTD Mercury X3 Fall, provides an intuitive way to create event proposals for weddings, parties, or other events. During the proposal creation process, you can add products to the proposal (from your FTD Mercury product list), track rental equipment for the event, print and/or email the proposal to customers, and even print labels to use with products for the event. Once your customer has accepted your proposal, you can quickly turn products from the proposal into tickets in FTD Mercury, which you can then track as with any other tickets. Payments are handled via house accounts; you can either use an existing house account in your FTD Mercury system or create a new one for the event.
Keep in mind that the Event Planner is a proposal creation system; once the proposal is accepted, work is done using familiar processes in FTD Mercury.
Contents |
Event Planner Tasks
Event planner tasks are divided into three main areas: working with events, working with proposals, and administrative tasks.
Working with Events
- Creating a New Event
- Searching for Existing Events
- Searching for Products
- Searching for Abbreviation Codes
- Editing an Existing Event
- Creating an Event Location
- Editing an Existing Event Location
- Adding Products to an Event
- Copying Events
- Deleting Events
Working with Proposals
- Generating Proposals
- Viewing Proposals
- Viewing Proposal Status
- Accepting Proposals
- Rejecting Proposals
- Converting Proposals into Orders
- Creating Cover Letters
Administrative Tasks
- Launching and Logging into Event Planner
- Configuring the Event Planner Default Settings
- Working with Rental Equipment
- Printing Labels
- Viewing Event Life Cycle Details
- House Accounts and Event Planner
- Logging out of Event Planner
- 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 Lookup Screen
- Locations Screen
- Personal Flowers Screen
- Ceremony Screen
- Reception Screen
- Party or Other Screen
- Proposal Screen
- Print Labels Screen
- Send Proposals Screen
- Accept Proposal Screen
- Customer Search Screen
- Product Search Screen
