In this article, we will cover how to create your BEO (Banquet Event Order) template. Our software offers unique features, including the ability to create multiple templates and pre-defined fields that you can customize.
Helpful Resources:
- Video on How to Create Your BEO Template
- To view a completed BEO template, watch the video above or check out our article with a sample.
Steps:
1. Click on the Admin tab. Scroll down to the Global Settings section. Click on the BEO bubble, then select BEO Templates.
2. You will now see your existing templates. You can Edit, Clone, or Delete any of these templates as needed.
3. To create a new template, click on the Add a New BEO Template tab.
4. Give the BEO template a name, then click Create BEO Template.
5. Your BEO template will appear on the next page with predefined information sections.
6. You can reorder sections by clicking, holding, and dragging each section to your preferred position.
Video:
7. Under each section, you'll find icons that enable you to modify the appearance of the fields.
A. Add a Field to This Section: You can add new fields that have not already been pre-loaded.
B. Split the Contents into Two Columns: Each field can be displayed in either one column or two columns.
C. Expand to Full Width: Fields can be adjusted to be full width or half width by changing the width setting.
D. Edit Name: You can change the section name as needed.
E. Remove Section: Sections can also be deleted if desired.
8. Note that under each section, you can edit or delete any of the field names.
9. Venue/Location Info: The Venue section is populated from the Venue Manager.
10. Food & Beverage: The Food & Beverage section is populated from the items ordered on the ticket.
11. Time Line: The Time Line section can be filled with standard event times, including start and end times. You can also add tasks associated with specific event types, such as "Kitchen Arrives to Prep," "Trucks Loaded," "Buffet Set Up," and "Light Sterno."
12. General Notes: The General Notes section is for any additional information or comments you may want to include.
13. Pull Sheet Items: The Pull Sheet Items section is populated based on the items you entered for your Pull Sheets.
14. Rentals: The Rentals section is populated from the rentals entered on your catering ticket tab. Remember to create these under the Menu Manager link.
15. Staffing: The Staffing section can be pre-filled with tasks and team members in staffing positions that you are likely to need for an event. For example, you might include a Catering Captain, two Servers, and one Bartender. This provides a helpful starting point when customizing the BEO for a specific event.
16. If there is a section that is not pre-loaded but you need, you can click on the Add Section tab to create a new one. Your options include Extra Section, Signature, and Pictures.
A. Extra Section: This option allows you to add an additional section to the BEO template. If there's something specific you need for this particular template, you can include it here.
B. Signature: This section allows you to add your Terms and Conditions, as well as your company signature and date, along with the customer's signature and date.
C. Pictures: This section allows you to add images that can help the customer visualize the setup, including pictures of the venue.
Note: To add an image from your computer, click on the Drop Images or Click Here link. A pop-up box will appear, allowing you to select the picture you want to upload.
If you have the picture ready for drag-and-drop, click and hold the image, then drag it into the designated box where you want it to appear.
17. Once you have made all your changes, click on the Save tab.
Your BEO template will be saved. You have now learned how to create your BEO template.