Event Planner
From FloristWiki
This information is for beta software and is subject to change prior to release.
Event Planner Tasks
- Launching and Logging into Event Planner
- Creating a New Event
- Searching for Existing Events
- Creating Cover Letters
- Searching for Products
- Searching for Abbreviation Codes
- Configuring the Event Planner Default Settings
- Editing an Existing Event
- Creating an Event Location
- Editing an Existing Event Location
- Adding Products to a Proposal
- Printing Labels
- Accepting Proposals
- Rejecting Proposals
- Deleting Events
- Generating Proposals
- Converting Proposals into Orders
- House Accounts and Event Planner
- Viewing Proposals
- Copying Events
- Viewing Event Life Cycle Details
- Viewing Proposal Status
- Working with Rental Equipment
- Window Function Access
- Customer Status in Customer Maintenance
- ROA & Event Planner
Event Planner Interface
- Login Screen
- Event Dashboard
- Event Setup Screen
- Cover Letters Screen
- Default Settings Screen
- Product Search Screen
- Abbreviation Code Lookup Screen
- Locations Screen
- Personal Flowers Screen
- Ceremony Screen
- Reception Screen
- Party or Other Screen
- Proposal Screen
- Print Labels Screen
- Send Proposals Screen
- Accept Proposal Screen
- Customer Search Screen
- Product Search Screen
