Process of Generating and Managing Event Orders

The following list shows tasks event managers typically perform when generating orders and managing order details for a pending event. Your company might follow a different process according to its business requirements.

To generate and manage event orders, perform the following tasks:

1. Generating Primary Event Orders

2. Creating Function Orders

3. Changing an Event Order Associated with a Function

4. Associating Event Orders with a Function Line Item

5. Creating Functions on the Orders Screen

6. Managing Meeting Package Orders

7. Creating a Hierarchy of Order Functions

8. Viewing Line Items for an Event Order

9. Adding Notes to an Event Order

10. Adding Attachments to an Event Order

11. Viewing the Total Discount for an Order

12. Viewing Orders Associated with a Quote

13. Viewing Event Checks Associated with an Order

14. Viewing Event Order Specifications for Orders

15. Viewing the Audit Trail for an Order Line Item