Event Planner: Party or Other Screen

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The Party or Other screen is used to enter items that will be needed at a party or other event. These items can include both party flowers (products such as flowers, decorations, and gifts) and rental equipment. The screen is prepopulated to include to include common products that you should remember to ask about when preparing the proposal. However, these are just suggestions; you can easily add to, modify, or remove them as you are creating your proposal.
The Party or Other screen is used to enter items that will be needed at a party or other event. These items can include both party flowers (products such as flowers, decorations, and gifts) and rental equipment. The screen is prepopulated to include to include common products that you should remember to ask about when preparing the proposal. However, these are just suggestions; you can easily add to, modify, or remove them as you are creating your proposal.

Revision as of 13:13, 12 September 2011

Image:ImportantInfoIcon.png

This information is for beta software and is subject to change prior to release.

The Party or Other screen is used to enter items that will be needed at a party or other event. These items can include both party flowers (products such as flowers, decorations, and gifts) and rental equipment. The screen is prepopulated to include to include common products that you should remember to ask about when preparing the proposal. However, these are just suggestions; you can easily add to, modify, or remove them as you are creating your proposal.

For each item, you can enter a product code or search for a product, change the quantity, add or edit the product description, set the price, and specify the location where the item is to be delivered. You can also add new item rows, copy an existing row, or remove the row. As you add or modify items, the price for each section is updated. Each section can be expanded or collapsed using the button to the left of the section name.

From this screen, you can also print labels for the items.

Party Section

By default, the labels for the rows in the Party section are as follows:

  • Flowers
  • Decorations
  • Gifts
  • Other

Rental Equipment

The Rental Equipment section enables you to enter in equipment you are renting to your customers for the party or other event. Although the rows are not prepopulated, you can easily enter or search for products to include as rental equipment. This information is included in the rental equipment area of the proposal.



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