Adding Custom Fields to a BEO Template

Learn how to add custom fields to your BEO templates so information merges onto your document from your Bookings.

Custom fields can be added to your HTML Documents so that information merges onto your document from your Booking.

To Insert a Custom Field into your Document Template in either a PDF or E-Document version, please follow the below steps:

Navigate to: Setup > Template > Document Templates.
Add Template (or can edit a existing one).
Select the Template you would like - Generic Templates are a great place to start as it has already pre-populated key element to assist you.
In the Daily Content tool bar select the button 'Options Available' button. This icon is a keyboard with a hand typing.
1. The pop up box will allow you to insert the Custom Fields to a HTML Template.
  
  Note: You will need to click the cursor where you want to insert the field before selecting your Custom Field.
  
  The fields available to you to add to a BEO in a PDF or E-document version are as follows:

General Fields:

General fields are just a singular input into the document.
The following merge fields are included:

Current Date Time	Current Date	Current Date (Longer Format)	Reference Code
Purchase Order Number	Booking Start Date	Booking Start Date Full	Booking End Date
Booking End Date Full	Event From Date To Date	Event From Date To Date Description	Booked By Full Name
Booked By Email	Booked By Job Title	Booked By Phone Number	Sales Person Full Name
Sales Person Email	Sales Person Job Title	Sales Person Phone	Day of Booking
Start Time Of Booking	End Time Of Booking	Contact/Company Name	Venue Address Line 1
Venue Address Line 2	Venue Address Line 3	Venue Address Line 4	Venue Address City
Venue Address State	Venue Address Country	Venue Address Postal Code	Venue Phone
Venue Fax	Venue Email	Venue ABN	Event Name
Event Sub Name	Number Of Attendees	Beo Number	Beo Date Of Issue
Event Coordinator	Account Payment Method	Account Accommodation	Account Food Beverage
Account Incidentals	Account Car Parking	Accommodation Payable By	Food Beverage Payable By
Account Deposit Amount	Venue Name	Time Zone Common Text	Estimate Package Total
Estimate Accommodation Total	Estimate Accommodation Total Ex Tax	Estimate Space Hire Total	Estimate Space Hire Total Ex Tax
Estimate Space Hire Pkg Total	Estimate Catering Total	Estimate Catering Total Ex Tax	Estimate Resource Total
Estimate Resource Total Ex Tax	Estimate Product Total	Estimate Resource Total Ex Tax	Estimate Total
Estimate Total Ex Tax	Estimate Total Excluding Accommodation	BEO Date	Revised Date
Amount Paid	Venue Website	Applies To Date	Accommodation Cut Off Date
Accommodation Cancellation Date	Accommodation Charging Method	Accommodation Guarantee Required	Accommodation reservation Cancellation Date
Accommodation Arrival Method	Block ID	Average ADR (Blocked)	Average ADR (Forecast)
Average ADR (Contracted)	Average ADR (Actual)	Min Spend Food	Min Spend Beverage
Min Spend Audit Visual	Min Spend Room Hire	Min Spend Food & Beverage	Min Spend Food, Beverage & Room Hire
Min Spend Sessions	Min Spend Booking

Block Fields:

Block fields create a table of information based around the block of information you are selecting.
The following merge fields are included:

Sessions	Program	Agenda of the Day	Setup
Resources	External Resources	Products	Signage
Booking Contacts	Food	Beverages	Booking Notes
Session Notes	Dietary Requirements	Additional Items	Additional Information
Accommodation Days	Estimate Totals	Estimated Budget Outline	Estimated Budget Outline Ex. Tax
Daily Summary	Daily Summary Ex. Tax	Daily Summary Including Accommodation	Daily Summary Including Accommodation Ex. Tax
Session Day

Booking Note Block Fields:

Booking Note Block fields create a table of information based around the block of information you are selecting.
The following merge fields are included:

All Departments Note	Audio Visual Note	Bellman / Van Service Note	Billing Instructions Note
Booking Note	Car Parking Note	Couriers Note	Dietary Requirements Note
Engineering Note	Food & Beverage Note	Front Office Note	Group Profile Note
Housekeeping Note	Internet Note	Lead Note	Luggage Services Note
Onsite Contact Note	Onsite Contractors Note	Reservations Note	Room Drops Note
Sales Office Note	Security Note	Set-up Note	Signage Note
Signatories Note	Suppliers Note	Transfers Note	VP Guest Note

Booking Contact Fields:

Booking Contact are a singular input of detail about a contact into the document.
The following merge fields are included:

Note: The ** shows that you can add in your additional custom contact fields and cost centres / *shows custom Contact Descriptions.

Find out more about Creating Custom Fields for Contacts and Contact Descriptions.

Main Contact Organisation business Number	Main Contact Organisation	Main Contact Full Name	Main Contact Email
Main Contact Phone	Main Contact Organisation Address	Main Contact Organisation Address Multiple Lines	Main Contact Organisation Address Line 1
Main Contact Organisation Address Line 2	Main Contact Organisation Address Line 3	Main Contact Organisation Address Line 4	Main Contact Organisation Address City
Main Contact Organisation Address State	Main Contact Organisation Address Country	Main Contact Organisation Address Postal Code	Main Contact First Name
Main Contact Last Name	Main Contact Fax	Main Contact Company ABN	Main Contact - Address
Main Contact - Address Multiple Lines	*Custom Contact Fields	**Custom - Contact Organisation business Number	**Custom - Contact Organisation
**Custom - Contact Full Name	**Custom - Contact Email	**Custom - Contact Phone	**Custom - Contact Organisation Address
**Custom - Contact Address Multiple Lines	**Custom - Contact Address Line 1	**Custom - Contact Address Line 2	**Custom - Contact Address Line 3
**Custom - Contact Address Line 4	**Custom - Contact Address City	**Custom - Contact Address State	**Custom - Contact Address Country
**Custom - Contact First Name	**Custom - Contact Last Name	**Custom - Contact Fax	**Custom - Contact Company ABN