Event Planner

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This information is for beta software and is subject to change prior to release.
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[[Image:EventPlanner_EventDashboard.jpg|thumb|Event Planner]]
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[[Image:X3FallOnlyIcon.png]]
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This feature is available beginning in FTD Mercury X3 Fall.
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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.
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[[Image:TipIcon.png]]
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If you do not currently have access to Event Planner, contact Mercury Technology sales by calling 1-800-767-3222 or emailing [mailto://TechSales@FTDi.com TechSales@FTDi.com] for details.
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[[Image:ImportantInfoIcon.png]]
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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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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==
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* [[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]]
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Event planner tasks are divided into three main areas: working with events, working with proposals, and administrative tasks.
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===Working with Events===
* [[Event Planner: Creating a New Event|Creating a New Event]]
* [[Event Planner: Creating a New Event|Creating a New Event]]
* [[Event Planner: Searching for Existing Events|Searching for Existing Events]]
* [[Event Planner: Searching for Existing Events|Searching for Existing Events]]
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* [[Event Planner: Creating Cover Letters|Creating Cover Letters]]
 
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* [[Event Planner: Sending Proposals|Sending Proposals]]
 
* [[Event Planner: Searching for Products|Searching for Products]]
* [[Event Planner: Searching for Products|Searching for Products]]
* [[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]]
* [[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]]
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* [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]]
 
* [[Event Planner: Editing an Existing Event|Editing an Existing Event]]
* [[Event Planner: Editing an Existing Event|Editing an Existing Event]]
* [[Event Planner: Creating an Event Location|Creating an Event Location]]
* [[Event Planner: Creating an Event Location|Creating an Event Location]]
* [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]]
* [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]]
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* [[Event Planner: Adding Products to a Proposal|Adding Products to a Proposal]]
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* [[Event Planner: Adding Products to an Event|Adding Products to an Event]]
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* [[Event Planner: Printing Labels|Printing Labels]]
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* [[Event Planner: Copying Events|Copying Events]]
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* [[Event Planner: Accepting Proposals|Accepting Proposals]]
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* [[Event Planner: Rejecting Proposals|Rejecting Proposals]]
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* [[Event Planner: Deleting Events|Deleting Events]]
* [[Event Planner: Deleting Events|Deleting Events]]
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* [[Event Planner: Printing Proposals|Printing Proposals]]
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* [[Event Planner: Emailing Proposals|Emailing Proposals]]
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===Working with Proposals===
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* [[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]]
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* [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]]
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* [[Event Planner: Viewing Proposals|Viewing Proposals]]
* [[Event Planner: Viewing Proposals|Viewing Proposals]]
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* [[Event Planner: Copying Events|Copying Events]]
 
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* [[Event Planner: Viewing Event Life Cycle Details|Viewing Event Life Cycle Details]]
 
* [[Event Planner: Viewing Proposal Status|Viewing Proposal Status]]
* [[Event Planner: Viewing Proposal Status|Viewing Proposal Status]]
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* [[Event Planner: Generating Proposals|Generating Proposals]]
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* [[Event Planner: Accepting Proposals|Accepting Proposals]]
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* [[Event Planner: Rejecting Proposals|Rejecting Proposals]]
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* [[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]]
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* [[Event Planner: Creating Cover Letters|Creating Cover Letters]]
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===Administrative Tasks===
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* [[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]]
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* [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]]
* [[Event Planner: Working with Rental Equipment|Working with Rental Equipment]]
* [[Event Planner: Working with Rental Equipment|Working with Rental Equipment]]
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* Window Function Access
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* [[Event Planner: Printing Labels|Printing Labels]]
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* Customer Status in Customer Maintenance
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* [[Event Planner: Viewing Event Life Cycle Details|Viewing Event Life Cycle Details]]
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* ROA & Event Planner
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* [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]]
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* [[Event Planner: Logging out of Event Planner|Logging out of Event Planner]]
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===Address Verification Override===
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* [[Turning on and Using Address Verification Override]]
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==Event Planner Videos==
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The following videos are available for Event Planner:
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* [[Logging in to Event Planner (FTD Mercury X3 Fall Video)|Logging in to Event Planner]]
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* [[Working with the Event Dashboard (FTD Mercury X3 Fall Video)|Working with the Event Dashboard]]
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* [[Configuring Event Planner Default Settings (FTD Mercury X3 Fall Video)|Configuring Event Planner Default Settings]]
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* [[Creating Cover Letters in Event Planner (FTD Mercury X3 Fall Video)|Creating Cover Letters in Event Planner]]
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* [[Creating New Events (FTD Mercury X3 Fall Video)|Creating New Events]]
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* [[Adding Event Locations (FTD Mercury X3 Fall Video)|Adding Event Locations]]
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* [[Adding Products to Events (FTD Mercury X3 Fall Video)|Adding Products to Events]]
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* [[Generating Proposals in Event Planner (FTD Mercury X3 Fall Video)|Generating Proposals in Event Planner]]
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* [[Accepting Proposals in Event Planner (FTD Mercury X3 Fall Video)|Accepting Proposals in Event Planner]]
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* [[Converting Proposals into FTD Mercury Orders (FTD Mercury X3 Fall Video)|Converting Proposals into FTD Mercury Orders]]
==Event Planner Interface==
==Event Planner Interface==
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* [[Event Planner: Login Screen|Login Screen]]
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* [[Event Planner: Abbreviation Code Lookup Screen|Abbreviation Code Lookup Screen]]
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* [[Event Planner: Event Dashboard|Event Dashboard]]
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* [[Event Planner: Accept Proposal Screen|Accept Proposal Screen]]
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* [[Event Planner: Event Setup Screen|Event Setup Screen]]
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* [[Event Planner: Ceremony Screen|Ceremony Screen]]
* [[Event Planner: Cover Letters Screen|Cover Letters Screen]]
* [[Event Planner: Cover Letters Screen|Cover Letters Screen]]
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* [[Event Planner: Customer Search Screen|Customer Search Screen]]
* [[Event Planner: Default Settings Screen|Default Settings Screen]]
* [[Event Planner: Default Settings Screen|Default Settings Screen]]
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* [[Event Planner: Product Search Screen|Product Search Screen]]
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* [[Event Planner: Event Dashboard|Event Dashboard]]
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* [[Event Planner: Abbreviation Code Screen|Abbreviation Code Screen]]
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* [[Event Planner: Event Setup Screen|Event Setup Screen]]
* [[Event Planner: Locations Screen|Locations Screen]]
* [[Event Planner: Locations Screen|Locations Screen]]
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* [[Event Planner: Personal Flowers Screen|Personal Flowers Screen]]
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* [[Event Planner: Login Screen|Login Screen]]
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* [[Event Planner: Ceremony Screen|Ceremony Screen]]
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* [[Event Planner: Reception Screen|Reception Screen]]
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* [[Event Planner: Party or Other Screen|Party or Other Screen]]
* [[Event Planner: Party or Other Screen|Party or Other Screen]]
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* [[Event Planner: Proposal Screen|Proposal Screen]]
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* [[Event Planner: Personal Flowers Screen|Personal Flowers Screen]]
* [[Event Planner: Print Labels Screen|Print Labels Screen]]
* [[Event Planner: Print Labels Screen|Print Labels Screen]]
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* [[Event Planner: Send Proposals Screen|Send Proposals Screen]]
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* [[Event Planner: Product Search Screen|Product Search Screen]]
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* [[Event Planner: Customer Search Screen|Customer Search Screen]]
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* [[Event Planner: Proposal Screen|Proposal Screen]]
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* [[Event Planner: Proposals|Proposals]]
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* [[Event Planner: Reception Screen|Reception Screen]]
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* [[Event Planner: Send Proposal Screen|Send Proposal Screen]]
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<hr>
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[[FTD Mercury Documentation|Back to FTD Mercury Documentation]]

Current revision

Contents

Event Planner
Event Planner

Image:X3FallOnlyIcon.png

This feature is available beginning in FTD Mercury X3 Fall.

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.

Image:TipIcon.png

If you do not currently have access to Event Planner, contact Mercury Technology sales by calling 1-800-767-3222 or emailing TechSales@FTDi.com for details.

Image:ImportantInfoIcon.png

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).

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

Working with Proposals

Administrative Tasks

Address Verification Override

Event Planner Videos

The following videos are available for Event Planner:

Event Planner Interface


Back to FTD Mercury Documentation

Retrieved from "http://floristwiki.ftdi.com/index.php/Event_Planner"
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