Event Planner: Converting Proposals into Orders

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This information is for beta software and is subject to change prior to release.
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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.
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.
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'''To convert a proposal into orders:'''
# On the Event Dashboard, locate the event you want to mark as accepted and click it.
# 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 Proposal button. The Proposal screen opens.

Revision as of 13:07, 12 September 2011

Image:ImportantInfoIcon.png

This information is for beta software and is subject to change prior to release.

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:

  1. On the Event Dashboard, locate the event you want to mark as accepted and click it.
  2. Click the Proposal button. The Proposal screen opens.
  3. Click the Accept button. The Accept Proposal screen opens.
  4. 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:
      1. Click the Search button (...) to open the Customer Search screen.
      2. Perform a search to locate the account you want to use.
      3.  ???
    • If you are creating a new house account, specify whether you want to prevent new house account charges.
  5. Click Accept. You are returned to the Proposal screen.
  6. 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.

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.


Back to Event Planner

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