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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 might be an event template for a wedding at the Grand Hotel, where a number of standard functions and room blocks are used for the wedding. The sales representative might then apply this template, which applies the specific details for a wedding at the property 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 event template. For information about creating an event template, see Defining Event Templates.

You cannot apply an event template to a quote under the following circumstances:

• The quote includes functions that are associated with an order.
• The quote has a meeting package attached to it.

This topic is a step in Roadmap for Managing Property-Specific Event Quotes.

To apply a property-specific event template to a quote

1. Navigate to the Quotes screen, then the List view.
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.
   Non-Function Line Items	If you select this check box, all nonfunction line items in the template are copied to the new quote.