Prom Registry

Ultimate Plan

The Prom Registry feature helps prevent duplicate dress styles at the same event by tracking which dresses have been purchased for specific schools, venues, or events. This ensures each customer has a unique look for their special occasion.

Contents

• Key Features
• Configuring the Prom Registry
  • Basic Registry Settings
  • Multiple Season Support
• Registering Dresses to the Registry
  • 1. Through a Special Order
  • 2. Through a From Inventory Order
  • 3. Directly in the Prom Registry
• Registry Information Form
• Using the Prom Registry
  • Viewing Registered Dresses
  • Conflict Prevention
• Prom Registry Report
• Receipt & Order Document Integration
• Best Practices

Key Features

• Track dress registrations by school/venue and season
• Prevent duplicate dress sales for the same event
• Support multiple prom seasons simultaneously
• Generate reports on prom dress registrations
• Include venue and season information on receipts
• View conflicts when attempting to sell a duplicate style

Configuring the Prom Registry

To set up the registry, navigate to the Prom Registry Settings page:

1. Enable the Enable Prom Registry toggle
2. Configure the following options:

Basic Registry Settings

• Current Prom Season: Define the current season (e.g., "Spring 2025")
• Schools/Venues: Add and manage the venues you service
• Allow Same Dress in Different Color By Default: When enabled, allows the same style in different colors at the same venue
• New Orders Should Prompt You to Register a Prom Venue By Default: Automatically prompt for registry information when creating orders for prom customers

Multiple Season Support

The system now supports managing multiple prom seasons simultaneously, which is helpful if you:

• Sell for different seasons concurrently (e.g., Fall Homecoming and Spring Prom)
• Need to track past seasons for reference
• Want to prepare for upcoming seasons

When registering a dress, you can select from available seasons rather than being limited to just the current season.

Registering Dresses to the Registry

There are three ways to register dresses for customers with the Prom customer type:

1. Through a Special Order

When creating a special order:

1. Complete the order details form
2. Check the Add Dress to Prom Registry option
3. Select the venue/school and season
4. Complete the order

2. Through a From Inventory Order

When processing a from-inventory (formerly off-the-shelf) order:

1. Select the inventory item
2. Check the Add Dress to Prom Registry option
3. Select the venue/school and season
4. Complete the order

3. Directly in the Prom Registry

For existing orders that weren't registered:

1. Go to the Prom Registry page
2. Click New Registration
3. Search for an existing customer's order
4. Select the venue/school and season
5. Submit the registration

Registry Information Form

When registering a dress, you'll see a form to enter:

• Venue/School: Select from existing venues or add a new one
• Season: Choose from available seasons (defaults to current season)
• Allow Same Dress in Different Color: Override the default setting for this specific registration

Using the Prom Registry

Viewing Registered Dresses

To view current registrations:

1. Navigate to the Prom Registry page
2. Select the desired season from the dropdown
3. Browse or search for specific venues/schools
4. View registered dresses for each venue

The registry displays:

• Customer name
• Dress details (style, color, vendor)
• Registration date
• Links to related orders and customer profiles

Conflict Prevention

The system automatically prevents duplicate registrations:

1. When attempting to create an order for a dress that's already registered to the same venue/season
2. A warning will appear showing which customer has already purchased the dress
3. You can then suggest alternative colors or styles

Prom Registry Report

A dedicated report is available in the Reports section:

1. Select the Prom Registry report type
2. Choose the desired season
3. Optionally filter by venue
4. Run the report to see all registrations for the selected criteria

This report can be viewed in CloudBridal or exported to Excel for further analysis.

Receipt & Order Document Integration

You can now display prom registry information on customer receipts and order documents:

1. Go to Receipt Settings
2. Enable the Show Venue and Show Season options
3. These details will appear on the customer's order documents

Best Practices

• Update Seasons Regularly: Create new seasons as needed (e.g., "Spring 2025", "Fall 2025")
• Manage Venues Proactively: Add new schools/venues as they emerge in your market
• Register at Point of Sale: Make registration part of your standard sales process
• Check Registry During Appointments: Look up the customer's school before showing dresses
• Include Registry Info in Marketing: Promote your dress registry as a benefit to customers