Event Planner: Converting Proposals into Orders
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| - | This | + | This feature is available beginning in FTD Mercury X3 Fall. |
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# 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. | #*# When you have found the house account, click the customer name. You are returned to the Accept Proposal screen with the information filled in. | ||
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# 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. |
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[[Event Planner|Back to Event Planner]] | [[Event Planner|Back to Event Planner]] | ||
Current revision
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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.
