Event Planner: Converting Proposals into Orders
From FloristWiki
(Difference between revisions)
| (5 intermediate revisions not shown.) | |||
| Line 1: | Line 1: | ||
| + | <table> | ||
| + | <tr> | ||
| + | <td> | ||
| + | [[Image:X3FallOnlyIcon.png]] | ||
| + | </td> | ||
| + | <td> | ||
| + | This feature is available beginning in FTD Mercury X3 Fall. | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
| + | |||
Once your customer has accepted the proposal, you need to mark it as accepted in Event Planner, attach the proposal to a new or existing house account, and then generate necessary orders for the event. | Once your customer has accepted the proposal, you need to mark it as accepted in Event Planner, attach the proposal to a new or existing house account, and then generate necessary orders for the event. | ||
| - | # On the Event Dashboard, locate the event you want to mark as accepted and click it. | + | '''To convert a proposal into orders:''' |
| - | # Click the Proposal button. The Proposal screen opens. | + | # On the [[Event Planner: Event Dashboard|Event Dashboard]], locate the event you want to mark as accepted and click it. |
| - | # Click the Accept button. The Accept Proposal screen opens. | + | # Click the Proposal button. The [[Event Planner: Proposal Screen|Proposal]] screen opens. |
| + | # Click the Accept button. The [[Event Planner: Accept Proposal Screen|Accept Proposal]] screen opens. | ||
# Select whether you are using an existing house account or creating a new one for the event. | # Select whether you are using an existing house account or creating a new one for the event. | ||
#* If you are using a existing house account: | #* If you are using a existing house account: | ||
| - | #*# Click the Search button (...) to open the Customer Search screen. | + | #*# Click the Search button (...) to open the [[Event Planner: Customer Search Screen|Customer Search]] screen. |
#*# Perform a search to locate the account you want to use. | #*# Perform a search to locate the account you want to use. | ||
| - | #*# | + | #*# When you have found the house account, click the customer name. You are returned to the Accept Proposal screen with the information filled in. |
#* If you are creating a new house account, specify whether you want to prevent new house account charges. | #* If you are creating a new house account, specify whether you want to prevent new house account charges. | ||
# Click Accept. You are returned to the Proposal screen. | # Click Accept. You are returned to the Proposal screen. | ||
# Click Create Order. | # Click Create Order. | ||
| - | Orders are created in FTD Mercury with a sale date the same date as the event. Each order represents a different location for the event. If there is rental equipment, it will be on a separate order for each location. | + | Orders are created in FTD Mercury with a sale date the same date as the delivery date for the event location; the orders will not post to your general ledger until the delivery date. Each order represents a different location for the event. If there is rental equipment that requires pickup, it will be on a separate order for each location. |
| - | After the orders have been created, you now work with them as you would any other order; you do not do anything else in Event Planner for the event. | + | After the orders have been created, you now work with them as you would any other order; you do not do anything else in Event Planner for the event. Make sure you make any subsequent changes within Order Entry. |
<hr> | <hr> | ||
[[Event Planner|Back to Event Planner]] | [[Event Planner|Back to Event Planner]] | ||
Current revision
|
|
This feature is available beginning in FTD Mercury X3 Fall. |
Once your customer has accepted the proposal, you need to mark it as accepted in Event Planner, attach the proposal to a new or existing house account, and then generate necessary orders for the event.
To convert a proposal into orders:
- On the Event Dashboard, locate the event you want to mark as accepted and click it.
- Click the Proposal button. The Proposal screen opens.
- Click the Accept button. The Accept Proposal screen opens.
- Select whether you are using an existing house account or creating a new one for the event.
- If you are using a existing house account:
- Click the Search button (...) to open the Customer Search screen.
- Perform a search to locate the account you want to use.
- When you have found the house account, click the customer name. You are returned to the Accept Proposal screen with the information filled in.
- If you are creating a new house account, specify whether you want to prevent new house account charges.
- If you are using a existing house account:
- Click Accept. You are returned to the Proposal screen.
- Click Create Order.
Orders are created in FTD Mercury with a sale date the same date as the delivery date for the event location; the orders will not post to your general ledger until the delivery date. Each order represents a different location for the event. If there is rental equipment that requires pickup, it will be on a separate order for each location.
After the orders have been created, you now work with them as you would any other order; you do not do anything else in Event Planner for the event. Make sure you make any subsequent changes within Order Entry.
