Latest Updates (Desktop)

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Version 11
  • Now offering credit card processing! Contact support@totalpartyplanner.com for more information.
  • Option to apply a discount to all individual sections of an event
  • Discount reason to show on invoice
  • New field under the venue tab to assign a sales person
  • Option for flat rate Service Charge and Gratuity
  • Option to Quick Add a new Miscellaneous Category
  • When Guest Count changes, system will prompt to review item quantities and make updates
  • Display item prices on Invoice & Proposal without including them in the event total
  • Beverage Cost Report: Grouping by on/off premise is now an optional feature.
  • When "Venue is same as client's address" is checked, the address will now appear on the event view venue section.
  • Payment Totals By Type Report: Additional Option for Payment Total By Type to Group by Venue.
  • New Client field: Job Title
  • Option to apply the 'Other Fee' to Service Charge & Gratuity
  • Print Button on Hire Manager to Pull Up Staff Schedule Report
  • Added 'View Job Title' & 'Add New Job Title' buttons to Staff Search screen

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Version 10.2
  • QuickBooks export interface enhancements to allow synchronization of already exported invoices.
  • Allow direct emailing from TPP through Microsoft Outlook on Windows 7 operating system.
  • When assigining staff to an event, ability to pull up staff notes for review.
  • New option to format the 'Client Address and Phone List' report for Excel export.
  • On calendar page, enhancement to the event grid to condense the timeline options to a single column. This allows for more event detail to be viewed without scrolling.
  • After reviewing different sale prices for an event menu on the cost analysis page, save the optimal price found.
  • New client fields to store birthday month and day. Optionally run a birthday report for a given month. Great for marketing.
  • When clicking on a reminder from the calendar, view the entire day of reminders for the day selected.
  • When changing from itemized menu pricing to per serving menu pricing, then back to itemized menu pricing, any sale prices originally overriden will NOT get re-written to current pricing.
  • Menu Package Report : allow selection of a single package to print.
  • Accounts Receivable Report : payment terms column added.
  • Inventory In Stock Report : 'Select All' option added for faster selection of all categories.
  • Staff Wages Report : new option to group by title, then staff member.
  • Ledger Report : salesperson added to the .csv export file.

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Version 10.1
  • Ability to enter directions to a CLIENT address. Now include directions on the event worksheet for those events where the 'venue is same as client address'!
  • Include special notes for any item(s) on the event packing list.
  • Allow the same menu item to be repeated on a menu. Great for orders that require special notes!
  • Allow the same beverages and rentals to be repeated multiple times on the same event.
  • Create text modifer notes (similar to menu section) for beverages and rentals.
  • Create more than 1 text modifier between menu item, beverage, and rental items.
  • Option to now show the text modifier lines on the main event view page. See everything at a glance!
  • The size of the client email field has been expanded from 50 to 100 characters.
  • Easier navigation when re-sequencing menu, beverage, or rental details that expand greater than one viewable page.
  • Payments Received Report : option to show deposits only taken for a date range.
  • Ledger & Rental Charges Reports : option to group by Month
  • Proposal of Service Report: (1) deposit due date added (2) print the 'bill to contact' address information.
  • QuickBooks interface : option to NOT export the payments received in TPP.
  • Much, much, more!

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Version 10
  • Proposal of Service Report : option to include your menu item pictures!
  • When adding beverages and rentals to an event, optionally add the notes too at that time.
  • When copying an event, option to copy with current day prices.
  • Re-design of all search screens for easier use and display of data.
  • Credit card billing address added to client information.
  • Assign an ala-carte indicator to certain items in a menu item package (ala-carte indicator applied for per serving menus).
  • New Report! Popular Menu Items by date range.
  • Standard drop-down templates added for all event note fields. Eliminate duplicate data entry for similar notes on different events.
  • Inventory full search screen changed to show the 'Last Updated' date column as the effective date of the most current cost segment.
  • When copying a menu item recipe, the servings/yield, and labor detail copied now also.
  • Option to tax/not tax discounts.
  • Profit Summary Report : includes sale of 'rooms'.
  • Payment type of 'unrecoverable' is now removed from clients A/R.
  • New Report! Client 'unrecoverable' listing.
  • Proposal of Service Report : option to show menu item unit price without totals.
  • Invoice Report : fax number added if phone numbers are requested to show.
  • Invoice Report : option to use the event title as the report title.
  • Menu Item Production Worksheet Report : option to show the menu item descriptions.
  • Packing Slip Report : option to print by date range.
  • Other minor enhancements and bug fixes.
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From the Kitchen to the Books, We’ve Got You Covered.

  • Calendars
  • Proposals
  • Staffing
  • Kitchen Worksheets
  • Inventory
  • Recipes

  • Costing
  • Profit Analysis
  • Invoices
  • Receivables
  • Custom Reporting

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