Events: Event Tools
Overview
Event Tools are a set of utilities available within each event to help you manage, print, and plan. They include the Overview panel, Print Portal, Shopping List, and Purchase Order.
Video walkthrough
How to access Event Tools
Open any event. The Event Tools section is listed in the left-side navigation below the Event Details section. It includes:
- Overview — a summary of the event
- Print Portal — print selected sections of the event
- Shopping List — view shopping lists associated with this event
- Purchase Order — view purchase orders associated with this event
Overview
The Overview panel gives you a quick summary of the entire event without having to navigate through each section. From the Overview you can see:
- Event status and payment status
- Total, amount paid, and balance remaining
- Event times and dates
- Upcoming tasks
- Key contacts
- Order summary
- Internal notes
- Documents
- Activity log — a record of key actions such as when the contract was signed or when the event was created
You can also take actions directly from the Overview, such as changing the event status, updating the customer, and sending a payment reminder.
Click any section shortcut in the Overview to jump directly to that section of the event.
Print Portal
The Print Portal lets you select which sections of the event you want to print and generate a print-ready version.
Sections available to print include:
- Contacts
- Order Details
- Recipes
- Payment Schedule
- Contracts
- Timeline
- Store Info
Check or uncheck sections as needed, then click Print to open the print dialog.
Shopping List
The Shopping List section shows all shopping lists associated with this event. From here you can:
- See existing shopping lists with their name, status, who created them, and the date created
- Click + Create Shopping List to create a new shopping list from your event's ingredients
Click on any shopping list name to open it. Learn more about shopping lists
Purchase Order
The Purchase Order section shows all purchase orders associated with this event. Purchase orders are created from a shopping list and can be sent to suppliers.
Click on any purchase order to open it. Learn more about purchase orders
Frequently Asked Questions
What is the difference between a shopping list and a purchase order?
A shopping list is a complete list of everything you need to buy for an event. A purchase order is what you send to a specific supplier to request or order items from them. Purchase orders are created from a shopping list and can be grouped by supplier.
Related articles
- Events: Getting Started
- Events: Order, Recipes and Ingredients
- Events: Timeline and Tasks
- Events: Creating and Customizing Your Proposal
- How to Create and Manage Shopping Lists
- How to Create and Manage Purchase Orders
Need help?
If you have questions, our Partner Support team is here to help.
Phone: (210) 405-5050
Email: support@bloomnation.com