View document template details

The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.

The Document Template page displays information about the selected document template record. This information includes sections for BEO, banquet check, and advanced booking templates, and the attached Word template.

You can use the Document Template page to do the following:

To open the Document Template page, do one of the following:

The page is divided into the following areas:

Document template details
Name This is the name of the document template.
Booking Event Select

This indicates which booking events can be included in the merge document.

None - Booking events are not applicable to the merge document.

Single - The user can select only one booking event for the merge document.

Multi - The user can select multiple booking events for the merge document.
Room Block Select

This indicates which room blocks can be included in the merge document.

None - Guestrooms are not applicable to the merge document.

Single - The user can select only one room block for the merge document.

Multi - The user can select multiple room blocks for the merge document.
Booking Package Select

This indicates which packages can be included in the merge document.

None - Packages are not applicable to the merge document.

Multi - The user can select multiple packages for the merge document.
Booking Other Income Select

This indicates which other income items can be included in the merge document.

None - Other income items are not applicable to the merge document.

Multi - The user can select multiple other income categories for the merge document.
Template Type This controls the type of information that displays. The template type needs to match the selection made when creating the merge template in Word.
Master Source

This indicates which properties can use the merge document.

Corporate - The template is available to all properties.

Property - The template is only available to the selected property.
Property If the merge document is a property-specific template, the property displays here. For corporate document templates, this field is blank.
Active With this option selected, the template is available to users.
Share with Delphi Select This option only displays in a multi-module org. With this option selected, the corporate template is available to all properties using Delphi Select.
Show BEO Menu/Item based on Serve Time With this option selected, menus and items display on the BEO by the order of the service times defined in the menu and item window. If the service times are the same for all menus and items, the assigned sort order controls the display order. The order priority is defined as follows: Service Start Date, Service Start Time, Service End Date, Service End Time, Sort Order.
Advanced booking display options details

The following options are only available for the Advanced Booking template type.
Display Cross-Property Events With this option selected, cross-property booking events are included.
Hide Run of House Rooms

Hide Occupancies without Rooms/Rates

Hide Room Types without Rooms/Rates

 With these options selected, certain guestrooms can be hidden from the merge document. These options can be helpful for properties that do not block ROH rooms or multiple occupancies.

Additional information:

  • When you select the Hide Run of House Rooms checkbox, the ROH row is hidden even if rooms are blocked in ROH.
  • If values are entered for an occupancy on one room type, that occupancy displays for all other room types.
Additional Information
Document Sections This includes the sections added to an Advanced Booking template that contain package and guestroom information. See Add sections to a document template.
Notes & Attachments This includes Word templates attached to the document template record. The most recent version displays at the top of the list. See Attach Word templates to document templates.
Learn more...

Overview: Document templates