In this article, we will go over how to access, edit or add to your wedding/event settings.
TABLE OF CONTENTS
Accessing your Proposal Setting
To access your Proposal Settings in your Floranext dashboard, navigate to Settings ➜ Proposal Settings ➜ Proposal Settings.
You can set the default proposal markup in Settings ➜ Proposal Settings ➜ Proposal Settings.
Now enter the percentage amount for the following categories:
Labor - Labor markup is set as a percentage but please set number value without the "%" sign as our system only accepts a number value but will still treat it as a percentage.
Floral & Supply Markup - The math for these two Markups works very much the same. They just apply a set multiplier to two different types of components in a recipe.
You can also change the markup on the proposal page itself by clicking on the Settings button and clicking on Markup.
Note - Changing your markups in the proposal settings will not update your previously created proposals. It is also possible to customize your markups per proposal.
How Do Markups Work?
Floral and Supply
The math for Floral and Supply Markups works very much the same. They just apply a set multiplier to two different types of components in a recipe.
The Floral Markup would only apply towards any Flower Component and the Supply Markup to any Supply Component.
The breakdown of the math can be viewed on the item's detail page.
For example, the Bridal Bouquet:
- Floral Markup = 2
- Floral Cost = 10 Red Roses with a cost = $10 floral cost
- Floral Cost of ($10) * Markup (2) = Marked Up Cost ($20)
Note - Floral and Supply Markups must be set at least 1 or higher.
Labor & Guideline Price
The Labor Markup is set at a percentage, which is calculated from the Total for the Floral and Supply Markups. From the previous example, we've found that this item recipe for a Dozen Roses in a single Vase would be Marked Up to $39.
Say you set your Labor Markup to 10%. We would then add $3.90 to the Total Markup price.
This is where we get our Guideline Price.
For further reference, this information is organized for use in the following locations: the Estimate Feature, the Worksheet Printout, and the Shopping List Printout.
Use this section to add your logo to the front page of your proposals.
Click Browse to find image to browse your computer for a logo file to upload.
If you would like to replace the existing file, click the trashcan icon then click Browse to find image. To delete the logo and go back to a proposal without logos, click the trashcan icon and then click Save.
Remember to click the Save button to keep any changes to the logo!
Filter Settings control what proposals you will see in your proposal manager. By default, your Proposals page will show only pending and canceled proposals, not completed proposals.
You can change either of these settings by selecting yes or no from the drop down, then click Save.
Tax by Line
Enabling Tax by Line will allow you to mark each item individually in the proposal as taxable or non-taxable.
To enable this setting, navigate to Settings ➜ Proposal Settings ➜ Proposal Settings in your Floranext dashboard.
Find the Tax by Line section and set Tax by Line to Yes and click Save in the upper right.
Event Agreement Text
With the Floranext advanced proposal manager, you can edit and customize the front page text on a proposal.
- In your Floranext Dashboard, navigate to Settings ➜ Proposal Settings ➜ Proposal Settings.
- Scroll down to Event Agreement Text and add or change any event agreement text to your proposal.
Don't forget to save periodically when writing and formatting text!
Don't forget to click the Save button to keep any changes made to the text.
Your proposal Terms, or Contract, will form the basis of your and the customer's responsibilities and liabilities, so it's worth spending some time reviewing the generic terms in place by default.
This section sets the default body text for your emailed proposals. This template can be customized in each emailed proposal before sending it.