Event Planner

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This information is for beta software and is subject to change prior to release.
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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.
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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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.
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.
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* [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]]
* [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]]
* [[Event Planner: Logging out of Event Planner|Logging out of Event Planner]]
* [[Event Planner: Logging out of Event Planner|Logging out of Event Planner]]
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* Window Function Access
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* Customer Status in Customer Maintenance
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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: Reception Screen|Reception Screen]]
* [[Event Planner: Reception Screen|Reception Screen]]
* [[Event Planner: Send Proposal Screen|Send Proposal Screen]]
* [[Event Planner: Send Proposal Screen|Send Proposal Screen]]
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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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