Glossary
Filing location |
Data set, folder or drive in which a document is saved |
Close |
Lock events, appointments, projects or purchasing |
Administrator |
Users with extended rights |
Address exchange |
Export or import accounts between two systems |
Account
|
Database record with the details of a private individual or company |
Account category |
Categories for accounts that can be defined and activated/deactivated under Administration > Settings > Accounts, multiple selection is possible. Groups addresses for the search. |
On-account invoice
|
Advance invoice for a partial amount of an invoice or collective invoice |
Bulk operations
|
Various application options based on a search result |
Active
|
Status of a function that is available or of a record that can be found through the standard search |
Task
|
Entry in the follow-up list (without date/time) or in the calendar (with date/time). Reminder can be set, must be activated |
Gallery
|
List of images and graphics under the Templates tab. Use in text templates as needed. |
Shared DocumentsM
|
Storage location for external documents for repeated use under Templates > Documents > Shared Documents |
General Settings
|
Basic Bp Event settings for the entire corporation under Administration > Settings |
Change log |
Complete record history (log) for viewing in the event of changes etc. |
Quote text |
Standard text for quotes entered in the item General tab |
Occasion |
Reason/name for an event |
Occasion type |
Type of event |
Work instructions
|
Event sheet aimed at specific department, listing individual work steps |
Work time |
Actual time worked, may be different from the scheduled shift times |
Items
|
Item (good or service), must be assigned to an item group and may contain other items as components or be contained in them, depending on the group assignment |
Item group |
Grouping of similar items with certain properties, setting under Administration > Settings > Items |
Item group package |
Compilation of certain article groups of a transaction for information to defined (employee) groups via event sheets |
Edit items in list
|
Price maintenance in a mass operation |
Item text (obsolete) |
Formerly standard text for event sheets, supplements the information from the long description. Does not appear in quotes, contracts and invoices, is now called supplementary text. |
Item propertyM
|
Allergenic/nutrient or additive that must be labelled and is contained in an item, under Item > Properties; according to FIR: cereals containing gluten, eggs, peanuts, milk, celery, sesame, lupins, crustaceans, fish, soy, nuts, mustard, sulphur dioxide, sulphites, molluscs |
Expand
|
Undo a grouping, expand component items (e.g. arrangements) and display individual records again |
Output settings
|
Basic settings for the entire company with further options for printers, watermarks etc. |
Equipment
|
Define equipment for a room or an article; this will not show in the event booking |
Picklist |
List with predefined values for an input field, can be extendable |
Home
|
Tab on the function bar for the most important functions of Bp Event |
Base price |
Original price on which a derived price is based |
Conditional formatting |
Formatting of words or numbers depending on their value |
Remarks
|
Item group for inserting texts in segments and menu cards |
Users
|
Staff member of the user organisation who has been added to the Bp Event database with a user name and password |
User-defined |
Defined by the user or user organisation |
User favourites
|
User-defined tab on the function bar with frequently used functions |
User groupM
|
Several users who have certain authorisations and/or are combined for group notifications |
User roleM |
Summary of tasks, properties and authorisations of a user |
User view |
User-defined view of the InfoCentre, individual settings |
User delegationM
|
Authorisation of a user or a user group to access confidential records in the absence of the owner |
Permission |
Right to open (view), change, print, etc. a record. |
Owner |
User with the authorisation to restrict the rights of other users to a record |
Inventory itemM
|
Items that are accounted for but not destroyed through use (equipment, furniture), warning in the event of overbooking of inventory at the event |
CompanyM
|
For the multi-companies module, a company belonging to a corporation |
Suggested items
|
Frequently sold items in connection with an account, a room or another item |
Client |
Computer programme that is executed on the end device of a network and communicates with a server (central computer) |
Datasheet
|
Text template summarizing information on an event, account, project or item |
Data maintenance list |
Simplified data maintenance on the basis of individual lists (mass data maintenance) |
Data source
|
Data in different tables that can be retrieved and filtered according to certain specifications |
Record lock |
Prevents multiple users from editing one record at the same time |
Added field
|
individually configurable data fields for each table, which often appear under the Details menu item (CRM plus modules) |
Shift plannerM
|
Calendar overview for assigning shifts to staff |
Shift overviewM |
Overview of already assigned shifts |
Document packageM
|
Compilation of individual documents that are stored for an individual record or under Shared Documents |
Printer settings
|
Basic settings for Bp Event for the entire company |
GDPR |
Your data protection concept can be implemented in Bp Event. |
Duplicate |
Duplicate record |
Duplicate matching
|
Search for and merge records with identical values in defined fields |
PurchasingM
|
Purchase order for consumables, which can contain several deliveries with different delivery types |
Purchase itemM |
Basic items in units of 1kg or 1 litre as a basis for formulation |
Sundries folder
|
Folder in which emails can be saved without filing them to a record |
E-invoice
|
Digital form of invoice that must fulfil legal requirements in Germany (ZUGFeRD/XRechnung) |
Holiday/Special EventM
|
Entry in the calendar for a public holiday or an event that is not organised by the user company itself |
Supplementary text |
Standard text for event sheets, supplements the information from the invoice text. Does not appear in quotes, contracts and invoices. |
Export
|
Data transfer to another database, Excel, a POS system, financial accounting, ERM, etc.S |
External |
Not for use in the application or in operation, but for customer printouts or interfaces |
External account number |
Account number assigned manually, which is saved but not assigned in Bp Event (customer number, financial accounting export) |
Favourites tab
|
User-specific setting; tab with most frequently used funcitons or records |
Feedback
|
Menu item in the side navigation of the event, appears as of the (first) day of the event |
Database Fields
|
List of existing tables and data fields |
Window title |
Window title (top centre); click on the expand triangle for settings such as “Auto-start" or "Apply window size and position”. |
FA packageS |
Several invoices/payments exported to the financial accounting system at the same time |
Filter
|
Selection criteria for the existing records |
Firewall |
Security system that protects a computer network or an individual computer from unwanted network access |
Formulas
|
List of existing formulas |
Custom field |
User-defined input field |
Activation |
Release of a licence or module by Bankettprofi GmbH |
Mapping
|
Also known as runsheets, work instructions, worksheets, etc. The legacy Bp Event Event Sheets Plus have since been replaced by word processing templates. |
Function Bar
|
Bar at the top of the Bp Event screen with quickpicks and tabs for the functions. Accessible from any interface. |
Attendee listM
|
List of names in an order segment as a basis for printing place cards etc. |
Info Center
|
Window accessible from the quickpicks with user-defined views of the calendar and follow-ups as well as additional user-defined tabs for important lists, websites or documents |
Group viewM
|
View of the Info Centre available for a specific user group |
Main supplier
|
Preferred supplier for an item or item group, as a filter in PurchasingM |
Utilities
|
4D help programmes for word processing, spreadsheets and graphics editing under the Help tab |
IC
|
Info Centre |
Info Centre list |
List available as a data source in the Info Centre |
Internal message
|
Internal company message to other users under the Communication tab or directly from a record (account, item, event, etc.) |
In-house item text |
Standard text for the description of items in internal event sheets |
In-house staff planning segmentM
|
Internal segment for scheduling and deploying staff |
In-house segmentM
|
Booking of items that are not invoiced and do not appear in customer segments |
Job
|
Single, closed job executed by the operating system in the background |
CalculationM
|
Calculation of costs and quantities for planning purposes under Event > Costing |
Communication
|
Tabs for email, mail, internal messages, distribution lists, contact notes and out-of-office notes |
Combo item
|
Item containing other items (recipe, menu, buffet, arrangement) |
Condense
|
Delete the remarks and items with quantity or price "0" on a list and summarise identical items |
Contact noteM
|
Documentation of customer contacts, part of the CRM plus module |
Context menu |
Software menu with different actions depending on the context, which is activated by right-clicking on a field or a surface |
Stock items |
In contrast to fresh produce that is only purchased for current requirements, items that are purchased for stock (spices, pasta, flour) under Item > Additional information > Activate purchasing > Stock items |
Long name (old) |
Formerly standard text of items or rooms for invoices, contracts and internal work instructions is now called invoice text |
Route ID |
Unique identification number for e-invoices |
FIRM |
Food Information Regulation, EU regulation on the labelling of foodstuffs |
Supplier item
|
Item from a supplier with defined content and price |
Delivery seriesM
|
Regular delivery dates for suppliers |
ESC order typeM |
Generic term for delivery, deposit billing and return delivery in ESC |
Delivery typeM |
Order status in purchasing |
List |
Compilation of data from one or more tables of the Bp event |
Matchcode |
Character string that represents a (not necessarily complete but error-free) search term |
Max. guests (event) |
Max. number of guests, calculation basis for all items that are charged per person. Additionally triggers a capacity warning if the maximum capacity of a booked room is exceeded. |
Menu text |
Standard text for menu cards for events |
Menu item |
Subdivision of the side navigation of a record |
Rentals |
Staff itemsM or inventory itemsM, rented/hired for an event to supplement your own inventory |
Min. guests (event) |
Min. number of guests, specify as information value. Triggers a capacity warning if the number of people in a booked room falls below the minimum number. |
ModuleM |
Extension of the Bp Event Software |
Multi-CompaniesM
|
Corporations with multiple companies and different accounting cycles |
Navigation |
Left sidebar of a record window with the available tabs, e.g. General, Added fields, Properties, Contacts |
NetworkM
|
Links between accounts |
ODBC |
Open Database Connectivity, a standardised database interface that uses SQL as the database language |
Outstanding invoices
|
Listing of all invoices with customer printout regardless of the payment term |
Options
|
Tab for user settings |
Trash
|
Email folder in which emails are collected before final deletion |
PDF
|
Portable Document Format, a platform-independent file format for documents |
Staff itemM |
Staff roles or members |
Staff roleM |
Defines tasks, properties and authorisations of a staff member for shift planning |
Staff segmentM
|
Each segment containing at least one staff item |
Mandatory field |
Input field that must be filled in for the record to be saved. Usually underlined in the record |
Phonetic search |
Search for similar sounding words and sounds |
PLU |
Price Look-Up code, identification number for products |
PNG |
Portable Network Graphics, a graphics format for raster graphics |
Port |
Part of a network address |
Price group |
Possibility of tiered pricing (PP, SP, SPN etc) |
Proof copy |
Print preview of a document without send date |
Log
|
Change log, error log, log, history |
WorkflowM
|
Defined sequence of individual work steps |
Workflow templateM
|
Description/documentation of a business workflow, can serve as a printed template or workflow for a process |
Room reservations
|
Simple capacity overview for rooms |
Spreadsheet
|
The customer invoice is created when the spreadsheet is generated. An automatic invoice number is assigned and the date of issue and payment term are determined. |
Tab |
Subdivision of the function bar for thematic grouping of functions |
Invoice text |
Standard text of items or rooms for invoices, contracts and internal work instructions |
Invoice format |
E-invoice profile, is stored in the invoice address |
Reservation list
|
List of reservations for an event with options for booking tickets M or tablesM. The list is an "Order" type event segment. |
Circular nesting |
Incorrect nesting within a data set that contains itself on another level |
Opt-out list
|
Protection list with contact details of people who do not wish to be contacted |
RTF |
Rich Text Format, a file format for texts that serves as an exchange format between word processing programmes |
Collective invoice
|
Invoice containing several partial invoices that do not necessarily belong to the same event |
Final report
|
Menu item in the side navigation of the event, appears as of the (first) day of the event |
Quickpicks |
Access to the most important functions via icons on the far left of the function bar (Info Centre, User Favourites, Email, Internal Messages, Holidays/Special Events) |
InterfaceS |
Connection point between Bp Event and other software systems for exchanging data |
Blacklist (B.List) |
Entry of a hidden comment on the account. If there is an entry, a category is ticked and a black line is displayed in the first column of any accounts list. We recommend setting a time stamp (Alt+F2) |
Standalone report (ssl) |
List with defined search criteria, which is executed by clicking or entering another parameter |
SEPA |
Single Euro Payments Area |
Bulk mail |
Personalised letter sent to multiple accounts |
Multiple copies
|
Multiple copies of a record |
Server |
For server-client installations, the computer that makes the programme available to the clients |
Service Client |
Process that runs together with the Bp Event Server. The Service Client is required for the execution of jobs (e.g. data backup) and web server |
Service notes |
Standard text for work instructions for the service team |
Single Sign On (SSO) |
One-time user authentication |
SMTP |
Simple Mail Transfer Protocol, a protocol for exchanging emails in computer networks |
Sort order |
Fixed sequence |
SQL |
Structured Query Language, a database language for defining data structures in relational databases and for editing (inserting, modifying, deleting) and querying datasets based on them |
Default settings |
Default values that can be overwritten by company or user settings |
Standard list |
List that is supplied with every installation and cannot be changed or deleted |
Standard scenario |
Scenario that is supplied with every installation and cannot be changed or deleted |
Standard event sheet |
Event sheet supplied with every installation,cannot be changed or deleted |
Status |
Phase, state of an event, task, segment or appointment |
Status date |
The date on which a status expires or becomes due influences the display of a record in the calendar and the follow-ups |
Keyword |
Expandable list for sorting accounts with date and free text |
Synchronisation |
Transferring data from BANKETTprofi to a mobile device |
Sync server |
External communication Example Google Calendar, WebServer, Oauth 2 |
Sync accounts |
Determination of one or more recipients (groups) |
Sync tables |
Determination of the table |
System requirements |
Hardware and software requirements |
Scenario
|
Description/recording of a possible situation/use case. Package of templates, added fields, formulas, item groups and item group packages etc. for the intended use case. All relevant data is automatically imported. |
Added table fields
|
Depending on the module configuration (e.g. CRM Plus, Multiple Quotes and Orders, Shift and Staff Planning), additional customised fields can be created in many tables. These fields can also be search fields and mandatory fields. |
TAPI
|
Telephony Application Programming Interface, programming interface for telephony applications |
Hotkeys
|
Key combination for certain control commands |
TCP |
Transmission Control Protocol, a network protocol that defines the way in which data is to be exchanged between computers |
Temporary account |
Customer name for table reservation without creating a full account |
Ticketed eventM
|
Event with tickets |
Table planM
|
Graphic to visualise the position of tables and chairs in the corresponding floor plan of the room |
Table reservations event |
General information on times, rooms, added fields of table reservations on a specific date |
To-do
|
Tool for internal work organisation and communication |
Separator text
|
Character or text between groups of items in offer, card etc. |
Environment variable
|
Configurable variables |
Unicode |
International standard in which a digital code is defined for each meaningful character or text element |
Corporation |
Individual company or the corporation encompassing all companies |
Top-/Subrooms
|
If you define various sub-rooms for a room, the occupancy in the associated rooms is checked. To do this, also activate the Top/Sub-Rooms button in the room reservations. Example: The Red Salon has been booked, which means that the top-room Large Hall is no longer available. |
UUID |
Universally Unique Identity Number |
Legacy features
|
Administration area for displaying obsolete functions in the software |
Event template
|
Sample event with preset fields, a copy of which can be overwritten with the current data |
Data use purpose |
Purpose of a possible customer communication to which customer consent can be given |
ConsumableM |
Purchase items for consumption, as opposed to inventory items or staff |
Collapse
|
Delete the remarks and items with quantity or price "0" on a list and summarise (compress) identical items |
Link
|
Relationship between records, e.g. an account for an event, booked items, schedule items |
Distribution list
|
List of email addresses to which an email or internal message is sent at the same time |
Confidential
|
Status of a record with restricted read authorisation for the owner and their representative only |
DelegateM
|
User with authorisation for confidential records of another owner |
Directory
|
Sorting device in operating systems, folders, filing |
Directory object
|
File, link or any other object that is assigned to a directory |
Full-text search |
Finding texts in a large number of identical or different files |
Event segmentM
|
User-defined sub-area of an event for better structuring, e.g. reception, lunch, coffee break or food, drinks, technology |
Template
|
Sample for recurring use Example: Mail, emails, quotes to invoices, events |
Follow-up |
Listing of due tasks and all records labelled "follow-up" with a date |
DictionaryM
|
Customised list of translations |
Word fragment |
Search for word fragments by entering * in front of the term (* -> so-called wildcard) |
XML |
Extensible Markup Language, markup language for the representation of hierarchically structured data in the form of text files |
Payment processing
|
Enter payments via a list |
Time reference |
Period of use of items, possibly also for price calculation (chargeable by day/hour etc.) |
Timestamp
|
Keyboard shortcut shift F2 to insert user name, date and time in an input field |
Reset
|
Undo changes and save data with the status of the last save or a default value |
Properties
|
Further information on a record/account/item |