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
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.
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!
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.
