Event Planner

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Contents 1 Event Planner Tasks 1.1 Working with Events 1.2 Working with Proposals 1.3 Administrative Tasks 1.4 Additional FTD Mercury X3 Fall Enhancements 1.5 Address Verification Override 2 Event Planner Videos 3 Event Planner Interface

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

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.

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

• Creating a New Event
• Searching for Existing Events
• Searching for Products
• Searching for Abbreviation Codes
• Editing an Existing Event
• Creating an Event Location
• Editing an Existing Event Location
• Adding Products to an Event
• Copying Events
• Deleting Events

Working with Proposals

• Viewing Proposals
• Viewing Proposal Status
• Generating Proposals
• Accepting Proposals
• Rejecting Proposals
• Converting Proposals into Orders
• Creating Cover Letters

Administrative Tasks

• Launching and Logging into Event Planner
• Configuring the Event Planner Default Settings
• Working with Rental Equipment
• Printing Labels
• Viewing Event Life Cycle Details
• House Accounts and Event Planner
• Logging out of Event Planner

Additional FTD Mercury X3 Fall Enhancements

These enhancements will be folded into the main FTD Mercury Reference Guide to coincide with the release of FTD Mercury X3.

Address Verification Override

• Turning on and Using Address Verification Override

Event Planner Videos

The following videos are available for Event Planner:

• Logging in to Event Planner
• Working with the Event Dashboard
• Configuring Event Planner Default Settings
• Creating Cover Letters in Event Planner
• Creating New Events
• Adding Event Locations
• Adding Products to Events
• Generating Proposals in Event Planner
• Accepting Proposals in Event Planner
• Converting Proposals into FTD Mercury Orders

Event Planner Interface

• Abbreviation Code Lookup Screen
• Accept Proposal Screen
• Ceremony Screen
• Cover Letters Screen
• Customer Search Screen
• Default Settings Screen
• Event Dashboard
• Event Setup Screen
• Locations Screen
• Login Screen
• Party or Other Screen
• Personal Flowers Screen
• Print Labels Screen
• Product Search Screen
• Proposal Screen
• Reception Screen
• Send Proposal Screen

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