Batch Merge home page
The Batch Merge Home page displays your property's generated batch merge documents.
You can generate a batch merge in two different ways:
- Use the Batch Merge button on the Booking page. This batch merges the event orders or banquet checks for that booking. This is the method to use when you need to email your customer all the event orders for their program.
- Use the Batch Merge Home page. This batch merges all event orders or banquet checks that meet specific search criteria, for example, event date, BEO number, or event classification. This is the method to use when you prepare a BEO distribution package for your banquets team.
All batch merge documents display on the Batch Merge Home page. Batch merges from a booking are also viewable in the Batch Merges section of the Booking page.
Click Refresh to view the most current list of batch merge documents. For information about working with views, refer to Salesforce Help.