In this article we will go over how to use a BEO Template with an order.  Everything is editable in the template. Once you having chosen which template you want to use for a specific order, you can the pre-written information. So if Meredith Dillard is customer, you can edit it to read: Meredith & Matt Dillard.



Note there is a video that will show you how to take and order and then apply the BEO template to the order as well.

How To Use A BEO For An Order




1 - Once your order has been placed under the Order Details Page and the Choose A Function Box you can select the BEO report.




3 - Then you will choose which BEO template you need for this order.




4 - Your BEO will be pre-filled out according to the order that you placed. Some things will need to be filled out still. Note that anything can be overridden or deleted out if needed.






5 - Some of the Sections will be pre-filled with the information from your order.  Client Info, Event Info, Venue/ Location Info, Food & Beverages, Pull Sheets, Rentals.   Note that if something is not filled out (for example the mobile number) you can add that into the BEO. 



6 - If you need to override something you can do that as well.  





7 - Some Sections will still need to be filled out.  Time Line, General Notes, Staffing, Extra Section, Signature, Pictures.



8 - If you are not using a Section you can delete it out.




9 - Once you are done with all additions/ changes make sure click Save at the bottom of your BEO template.



10 - Note that you can add a Section if needed and revert the Template back to the original format as well.




11 - You can print your BEO from the BEO template page.   It will Download as a PDF file and then you can open and Print.  





12 - Or you can go to the Overview tab and click on the Print All BEO Reports tab.  It will Download as a PDF file and you can then open and Print





You have now learned how to apply the BEO template to an actual order.


Note there is a video that will show you how to take and order and then apply the BEO template to the order as well.



How To Use A BEO With An Order