Overview: Batch merge
You can use the batch merge feature to create a single Word or PDF document that includes multiple BEOs or banquet checks. This feature is useful when you need to send your customer one document that includes all the BEOs for their program.
You can also use the batch merge feature to distribute upcoming BEOs to your banquets team. After the actual menu and item quantities are confirmed, the team can batch merge the banquet checks. During the process, they can indicate the checks have been printed by selecting the Mark Banquet Check as Printed checkbox. This action marks the banquet checks as printed in the following places:
- The Booking Document page
- The Booking Event page for each event included in the batch
- The printed banquet check
For this to display, the Banquet Check Batch Printed field needs to be added to your advanced booking banquet check templates.
Users can search for banquet checks that have been batch printed using the Banquet Check Batch Printed Options field on the Create Batch Merge page.
All batch merge documents display on the Batch Merge Home page.