TOTAL PARTY PLANNER UPDATE

 Click the ‘Save’ button located at the lower right hand corner of the screen. Last Name and/or Company name are the only required fields.  Enter the appropriate Client information (name, company, city, state, phone numbers, etc.) in the text boxes.  Click on the ‘New Client’ button located at the lower left hand corner of the screen. The client ‘General Information’ tab is displayed. Add the Event Client  Click the ‘Client’ button on the Main Tool Bar.  Click the ‘Save’ button.Ĭlose the ‘My Business Information’ window now by clicking the open door icon on the far right side of the Main Tool Bar.

TOTAL PARTY PLANNER UPDATE

 Update the appropriate tax rates from each drop-down list for menu, beverage, rentals, staff, and service charge. This date should always be sometime in the PAST to accommodate any earlier event bookings you may want to enter. To change any of the individual tax rules click the ‘Edit Rule’ button. Other tax rules apply to beverages, rentals, staff, and service charges. For example, by default your food (menu) will tax at the rate setup under Tax 1.  Simply stated, your events will follow the taxation rules listed in the grid. (Typically you will only have one tax scheme.  Type in the appropriate tax rate numbers for ‘Tax 1:’, ‘Tax 2:’, and ‘Tax 3:’. Default values of zero are pre-populated in the ‘Tax Values for Selected Tax Location’ grid below. The name will now appear in the ‘Tax Location:’ dropdown list.  Type in a tax location name you would like to identify your Sales tax with.  From the ‘Tax Location:’ dropdown list (labeled in red), select the option ‘’. Tax Values Tab  Click the ‘Tax Values’ tab.  Click the ‘Save’ button located at the lower right hand corner of the screen to save the data. Helpful Hint: Use the Tab key to navigate from field to field.  Update the pre-loaded Sample information in the common fields (name, address, phones, etc.) to YOUR business specific data. Main Tab  Click the ‘Edit’ button located at the lower left hand corner of the screen. The ‘My Business Information’ window appears. Edit Business Information and Taxes From the Menu Bar, select ‘Business’> Business Information & Taxes’. The document refers to this as the Menu Bar: Events will be built in no time at all! The document refers to this as the Main Tool Bar: Eventually building Events will involve only Step #7. When you add clients, venues, menu items, inventory etc., they will be available for any future Event - you will not need to add them again. The data entry of Steps #1-6 only needs to be done ONCE. As your working through Steps #1-6, know that it all comes together in Step #7 – Setting up the Event.

This document is only meant to serve as a condensed guide to get started. Total Party Planner has numerous features not described in this paper. Notes: For best results, follow this guide step-by-step. This document will walk through setting up that Event, including printing the Proposal of Service, Invoice, and Event Worksheet (just a sample of the many different report options). Use it as a reference to setup one of YOUR Events. W e recommend having a worksheet for an upcoming Event in front of you now. Building Your First Event A step by step guideĬopyright 2007, Computica, Inc.

Total party planner