Event Planner: Creating a New Event
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| - | This | + | This feature is available beginning in FTD Mercury X3 Fall. |
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Before you can create a proposal for an event, you must create the event itself. The overall process involves entering general information about the event, then entering information about one or more locations for the event, and finally entering in product information for the location(s). | Before you can create a proposal for an event, you must create the event itself. The overall process involves entering general information about the event, then entering information about one or more locations for the event, and finally entering in product information for the location(s). | ||
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| + | Before you create an event in Event Planner for the first time, make sure you fill out [[Event Planner: Configuring the Event Planner Default Settings|default settings]] for each event type (and for each event type for each store, if you're in a multistore environment). | ||
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'''To create a new event:''' | '''To create a new event:''' | ||
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# Click Locations to display the [[Event Planner: Locations Screen|Locations]] screen. From this screen, you configure the first (and perhaps only) location for the event. It is highly recommended you enter Church, Reception Hall, etc., as the Location Description, as this will be included on the proposal. | # Click Locations to display the [[Event Planner: Locations Screen|Locations]] screen. From this screen, you configure the first (and perhaps only) location for the event. It is highly recommended you enter Church, Reception Hall, etc., as the Location Description, as this will be included on the proposal. | ||
# When you have finished entering details about the proposal, click Save. The Locations screen reloads displaying the location you entered and providing you with the ability to add additional locations. | # When you have finished entering details about the proposal, click Save. The Locations screen reloads displaying the location you entered and providing you with the ability to add additional locations. | ||
| - | # Once you have finished entering the location or locations for the event, click [[Event Planner: Personal Flowers Screen|Personal Flowers]], [[Event Planner: Ceremony Screen|Ceremony]], [[Event Planner: | + | # Once you have finished entering the location or locations for the event, click [[Event Planner: Personal Flowers Screen|Personal Flowers]], [[Event Planner: Ceremony Screen|Ceremony]], [[Event Planner: Reception Screen|Reception]], or [[Event Planner: Party or Other Screen|Party or Other]] to enter products for the event. If the event is not a wedding, you should enter all products under Party or Other; if the event is a wedding, the Personal Flowers screen is for carried flowers (bouquets, corsages, boutonnieres, etc.), the Ceremony screen is for flowers & equipment at the ceremony, and the Reception is for flowers & equipment at the reception. |
# When you have finished entering all products and rental equipment for the event, click Proposal to display the [[Event Planner: Proposal Screen|Proposal]] screen and see a preview proposal. | # When you have finished entering all products and rental equipment for the event, click Proposal to display the [[Event Planner: Proposal Screen|Proposal]] screen and see a preview proposal. | ||
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This feature is available beginning in FTD Mercury X3 Fall. |
Before you can create a proposal for an event, you must create the event itself. The overall process involves entering general information about the event, then entering information about one or more locations for the event, and finally entering in product information for the location(s).
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Before you create an event in Event Planner for the first time, make sure you fill out default settings for each event type (and for each event type for each store, if you're in a multistore environment). |
To create a new event:
- On the Event Dashboard, click New Event. The Event Setup screen opens.
- In the Event Setup area, enter information about the event. At a minimum, you must enter a name for the event, the date of the event, the person to whom the proposal should be sent, and your employee name.
- Click Locations to display the Locations screen. From this screen, you configure the first (and perhaps only) location for the event. It is highly recommended you enter Church, Reception Hall, etc., as the Location Description, as this will be included on the proposal.
- When you have finished entering details about the proposal, click Save. The Locations screen reloads displaying the location you entered and providing you with the ability to add additional locations.
- Once you have finished entering the location or locations for the event, click Personal Flowers, Ceremony, Reception, or Party or Other to enter products for the event. If the event is not a wedding, you should enter all products under Party or Other; if the event is a wedding, the Personal Flowers screen is for carried flowers (bouquets, corsages, boutonnieres, etc.), the Ceremony screen is for flowers & equipment at the ceremony, and the Reception is for flowers & equipment at the reception.
- When you have finished entering all products and rental equipment for the event, click Proposal to display the Proposal screen and see a preview proposal.
At this point, you can generate a proposal and either print it to send to the customer or email it directly to the customer.
