Event Planner

From FloristWiki

Contents 1 Event Planner Tasks 1.1 Working with Events 1.2 Working with Proposals 1.3 Administrative Tasks 2 Event Planner Interface

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.

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

• Viewing Proposals
• Viewing Proposal Status
• Generating Proposals
• 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