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Applying a Property-Specific Event Template to a Quote


When a quote has been created, you can apply a property-specific event template or the format of an existing quote to the new quote to define standard information about that quote. For example, there may be an event template for a wedding at the Grand Hotel, where there are a number of standard functions and room blocks that are used for the wedding. The sales representative might then apply this template, which applies the property's specific details for a wedding to the quote.

When you apply an event template to a quote, you overwrite the existing information in the quote with information contained in the template. For information about creating an event template, see Defining Event Templates.

This section includes the following topics, and is a step in Process of Managing Property-Specific Event Quotes.

To apply a property-specific event template to a quote

  1. Navigate to the Quotes screen > Quotes list.
  2. In the Quotes list, query for and select the quote.
  3. Click the menu button, and select Apply Event Template.
  4. In the Pick Event Template/Quote dialog box, complete the fields, and then click OK.

    The following table describes some of the fields.

    Field
    Comments

    Template/Quote

    Provides a list of all property-specific event templates and existing quotes that can be applied as a template to the new quote.

    Arrival Date

    Select an arrival date for the event.

    Header

    If you select this check box, the information contained in the More Info form and the Room Block Info form of the new quote is overwritten by the information contained in the template.

    Functions

    If you select this check box, all functions in the template are copied to the new quote.

    Sub Functions

    If you select this check box, all subfunctions in the template are copied to the new quote.

    Line Items

    If you select this check box, all line items for functions and subfunctions in the template are copied to the new quote.

    Room Blocks

    If you select this check box, all sleeping room blocks in the template are copied to the new quote.

    Room Block Line Items

    If you select this check box, all sleeping room block line items in the template are copied to the new quote.

NOTE:  Event templates may be applied to opportunities for nonparticipating properties.

Creating an Event Template from a Quote

If the information defined in a quote could be useful when creating future event quotes, you can create a template from the existing quote.

To create an event template from an existing quote

  1. Navigate to the Quotes screen > Quotes List view.
  2. In the Quotes list, query for and select the quote.
  3. Click the menu button, and select Create Specific Template.

    The template is created in the Property Specific list in the Event Templates screen.

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