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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If you do not currently 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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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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* [[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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===Additional FTD Mercury X3 Fall Enhancements===
 
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These [[Additional FTD Mercury X3 Fall Enhancements|enhancements]] will be folded into the main FTD Mercury Reference Guide to coincide with the release of FTD Mercury X3.
 
===Address Verification Override===
===Address Verification Override===

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


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