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Creating an event template

  • Open a new event template

    Event templates are created on the basis of existing events. Before a template can be created, the so-called "sample event" must therefore exist, which is then saved as a template. Either use a real, well-planned event for this or create such an event for this purpose only.

    1.  In the function bar, go to Vorlagen Templates > vorlage vaexpand Events > neu New creation and select the company* if necessary.
    2. Select the type of event from the selection list and give the template a meaningful name . The template will be offered for selection under the name selected here when creating a new event.
      Note: Select table reservation events in the next step via the event type .
    3. Some event data can, but does not have to, be transferred to the template. Not all options are available for templates for table reservation events:
      a) Timesthat are retained from the template overwrite the booking times that are selected for the new event.
      b) Rooms can be pre-allocated; a warning is issued in the event of double bookings.
      c) The event schedule can be copied (including a link to a process if necessary).
    4. Either all types of transactions (quotation, order, invoice) or only individual ones can be copied. Activate with a tick under Copy transaction data > Only of typeto only offer quotations, orders or invoices for copying.
    5. Specify that the articles are to be copied and tick Prices updated if the prices from the sample event are not to be copied, but rather the current daily prices.
    6. Entire guest lists can also be taken from orders.
    7. The detailed description of the template appears when creating a new event with a template. This detailed description with information on default settings, possible scenarios and template recommendations is very helpful, especially if there are several templates to choose from.
  • Select a sample event

    Once you have specified which event template data is to be copied, select the event to be used as a template.

    1. Left-click on suche Sample event to open the event search.
    2. Select the appropriate VA type (Normal, table reservation, delivery service or internal) to be offered only suitable events as samples.
    3. Search for the desired event and select it from the list of results by double-clicking on it.
      Note: Make sure that the sample event is not completed.
    4. Specify the date on which the sample event should be saved (previous date Retain, Today, Select). The date is only used as a reference date and is not transferred to the events created from the template.
    5. If necessary, make changes and save the sample template via save.
    6. The sample event is saved under a new event number and only with the selected data.
    7. The template and its sample event can be changed at any time.
    8. Speichern Schliessen Save and close save the event template.
  • Create to-do lists for event templates

    The same tasks that are always associated with certain events can already be created in the template. The to-do list is then copied from this template when new events are created.

    1. Open a vorlage va event template and click on VA Open sample.
    2. Click on Checkliste To-Do in the horizontal toolbar and create a new list of tasks (Create a new To-Do list for a data record).
    3. save Save Save the to-do list and the event template.