Setting up a new event order in Elecate is an essential aspect of utilizing this program. This process enables you and your sales team to access inventory, generate proposals and contracts, and communicate details to clients.
Creating a new event order in your system can be done through several pathways, depending on your access level and preference:
A. From the Customer Window:
1. Go to Sales & Marketing on the left side panel.
2. Click on Customer (CRM) in the drop-down list.
3. Click Customer Marketing in the drop-down list.
4. Click Customer Sales and Marketing Management.
5. On the Actions column, select the pencil icon to see the customer’s information.
6. Click on the New Event button on the bottom left corner.
This will lead to a form or a series of steps where you can enter the details of the event as seen in the screenshots below.
7. Click on Save once your event order is accurate and complete.
B. From the Event & Order Management Window
1. Go to Sales & Marketing on the left side panel.
2. Click Event & Order Management in the drop-down list.
3. Click on Create New Event Orders.
4. Use the Customer ID or type the customer's name on the Event Information.
5. Click on the Event Info tab to include all details* of the event.
Note*: All the highlighted fields are REQUIRED to successfully save the event.
6. Click on Save once your event order is accurate and complete.