Event Planner: Accepting Proposals
From FloristWiki
(Difference between revisions)
| (2 intermediate revisions not shown.) | |||
| Line 2: | Line 2: | ||
<tr> | <tr> | ||
<td> | <td> | ||
| - | [[Image: | + | [[Image:X3FallOnlyIcon.png]] |
</td> | </td> | ||
<td> | <td> | ||
| - | This | + | This feature is available beginning in FTD Mercury X3 Fall. |
</td> | </td> | ||
</tr> | </tr> | ||
| Line 13: | Line 13: | ||
'''To accept a proposal:''' | '''To accept a proposal:''' | ||
| - | # Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens. | + | # Use the [[Event Planner: Event Dashboard|Event Dashboard]] to locate the proposal and click on it in the results. The [[Event Planner: Event Setup Screen|Event Setup]] screen opens. |
| - | # Click the Proposal button. The Proposal screen opens. | + | # Click the Proposal button. The [[Event Planner: Proposal Screen|Proposal]] screen opens. |
# Click Accept. | # Click Accept. | ||
Current revision
|
|
This feature is available beginning in FTD Mercury X3 Fall. |
When you accept a proposal, the status of the proposal changes to accepted. This allows you to create orders based on the proposal. You should only accept a proposal once you have confirmation from the customer.
To accept a proposal:
- Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens.
- Click the Proposal button. The Proposal screen opens.
- Click Accept.
