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Study materials 2024 / 2025

Tutorial 3
Ordering flowers

Carolin

 

Performance level: Beginner
Time needed approx. 20 to 30 minutes
The exercise can be interrupted and saved at any point.

Start Bp Event and log in as

User: Carolin

Password: cf

Carolin Fixit works in the Banqueting department and needs to order flowers for a regular customer, Mrs Lisa Kaferchen. Mrs Kaferchen is also the invoice recipient.

Training objectives:

  1. Creating a new account including a contact person
  2. Using a mail template
  3. Paste an address from the clipboard
  4. Sending an order

Objective 1 Creating a new account

On completion of this excercise, you will have created a supplier's account with contact person and assigned the Supplier category.

Carolin has the following supplier address:

Name: Blumenstudio Filbinger
Street: Rosenstraße 7
City: 45785 Muhlheim
Phone: 04578 4567-88
Fax: 04578 4567-89
Contact person: Mrs Luise Filbinger
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

1. Create a new supplier account

Before creating a new account in your database, always use the account search and check whether this account already exists. This will help avoid the creation of duplicate records.

  1. Go to the bp Home tab on the function bar and click on the dropdown triangle next eo Accountexpand Accounts > neu New.
  2. Enter the above data in the respective fields of the account input window.
  3. Tick the box for Supplier.

2. Create a contact person

  1. Go to the Ansprechpartner Contacts tab at the bottom of the input window and click on neu Add.
  2. Tick the first column to mark this contact person as your primary contact.
  3. Enter the data for Luise Filbinger in the appropriate columns.
  4. Speichern Save the account.

A3 S1 Adresse Neuanlage

Objective 2 Ordering flowers by email

On completion of this excercise, you will have selected and customised a mail template.

1. Create a mail

  1. Click on the dropdown triangle next to Neu Ausexpand New in the toolbar and select Briefe Mail > Contacts Filbinger, Luise > open More event tamplates > vorlage brief Flower order to open the input window for a new mail.
  2. Enter "Flower order for Mrs Kaferchen" in the Subject field.
  3. Add the following information to the text in the centre:

Date: next day
Value: 25,- €
Time: 4:30pm
Colours: orange and red
Text: Happy Birthday

2. Open Mrs Beetle's account

  1. Search for Mrs Beetle's account using the keyboard shortcut F10 or the account search dialogue and open it.
  2. Copy Mrs Beetle's account data to the clipboard by clicking on zwischenablage in the toolbar.
  3. Click on the dropdown triangle next to Speichernexpand Save and select Speichern_Schliessen.png Save and close.

3. Insert Mrs Kaferchen's account in the letter

  1. Insert the account data into the letter template by placing the cursor behind the text "the invoice account is", then press the Ctrl+V hotkey.
  2. The data from the clipboard is inserted automatically.
  3. Format the text and delete blank lines.

A3 S2 Blumenbestellung

Objective 3 Sending the order

On completion of this excercise, you will have sent the order by email.

  1. Click on Brief Mailexpand > E Mail Email in the toolbar to switch from letter to email.
  2. The email automatically copies the email account for Mrs Filbinger.
  3. Review your input if necessary.
  4. Senden Send your email.
    Note: Please do not send the email as part of this exercise.
  5. Click on the dropdown triangle next to Speichernexpand Save and select Speichern_Schliessen.png Save and close.

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Objectives of Tutorial 3 achieved:

  • Created a new account including a contact person
  • Used a letter template
  • Inserted address data inserted from the clipboard
  • Sent an order

Congratulations!