Planning

Planning holds 3D event layouts with no quote behind them: for a venue walkthrough, a planner's idea, or a client who wants to see it before asking for a price. A plan opens in the same layout screen quotes use.

Steps

1. Open Sales, Planning and press New plan.
2. Under The plan, type its Name and who it is For (client or venue), and set the Event date, Guests, Event type and Tent surface.
3. Add items from Rental inventory: click one to add it, or drag it onto the scene where it goes. Start with a tent.
4. Set how many of each under On the plan.
5. Press Lay it out, then drag, rotate and remove as on a quote's layout. See The 3D event layout.
6. Press Save picture to download a picture to share.

Good to know

• Plans are listed on the Planning page with their event, how many items, and who changed them last. The bin deletes one.
• A plan's picture is downloaded, not attached: a plan has no record to attach it to.
• The layout on a quote or an order does not need Planning. If your company does not use it, an admin can switch Planning off under Settings, System, Modules; the layouts on quotes and orders stay.
• Describe the event and Build from a drawing (a photo, scan or PDF of a drawn layout) choose from your inventory and lay it out for you. They need an AI key connected under Settings, System, Connections, Services, and are on Pro and the license, not on Lite.

If something goes wrong

• Planning is not on the menu. It is switched off for your company, or your role cannot open quotes. Ask your admin.
• Nothing in the inventory matches what you type. Check the spelling, or that the product is active under Inventory.