Batch Merge home page

The Batch Merge home page displays all the batch merge documents that have been created at the property.

There are two ways you can batch merge:

• Use the Batch Merge button on the Booking page. This will batch merge the existing event orders or banquet checks for that booking. This is the method you'll want to use when you need to email your customer all the event orders for their program.
• Use the Batch Merge home page. This will batch merge all event orders or banquet checks that meet specific search criteria (for example, event date, BEO number, or event classification). This is the method you'll want to use when you are preparing a BEO distribution package for your banquets team.

All batch merge documents are displayed on the Batch Merge home page. Those batches that were merged from a booking can also be viewed using the Batch Merges section of the Booking page.

From the Batch Merge home page, you can do the following:

• Create a new batch merge document for a distribution.
• View the details of a batch merge document.
• Delete a batch merge document.

Click the Refresh button to view the most current list of batch merge documents. For information about working with views, please refer to Salesforce Help.