Knowledge Base
Dig deeper in all the features of advatra. Here you will find detailed information about the different parts of advatra.
Sales
Everything you need during your daily business!
Availabilities
Menu: CRM → Availabilities What Availability of guides, drivers and tour guides can be entered ...
AXUS
Menu: CRM → Company → Location → Dossier → Choose a doument (Offer, Confirmation) What AXUS is ...
Companies
Menu: CRM → Companies What Companies are all types of companies, except suppliers, mostly B2B c...
Contacts
Menu: CRM → Contacts What Here you get an overview about all your contacts (customer and suppli...
Documents
Menu: Companies → Company → Location → Dossiers → Documents What Documents are all types of inf...
Dossiers
Menu: Companies → Company → Location → Dossiers What A dossier is always linked to a location, ...
GDPR requests
Menu: CRM → GDPR Requests What There is a function to black out all personal data. This is impo...
Marketing codes and sales activities
Menu: CRM → Marketing codes and sales activities What Marketing codes only relate to sales. A m...
Suppliers
Menu: CRM → Suppliers What Suppliers are service providers for your products. A product (produc...
Administration
Menu - Administration. All setup related information.
Classic programs
Menu: Administration → Administration → Sales → Classic program What The classic program is a f...
Company types
Menu: General → Company types What Individual company types can be entered and later assigned w...
Departments
Menu: General → Departments What If your organization has different departments, they can be de...
Document notes
Menu: Exports → Document notes What Document notes are textual contents that can be attached by...
Employees
Menu: General → Employee What Here you can register all your employees and assign them their ap...
File templates
Menu: Exports → File templates What Templates can be created for itineraries, invoices or vouch...
Forms
Menu: Web portal → Forms What A form can be any type of feedback that can be filled out by exte...
Holidays
Menu: General → Holidays What The general holidays are entered here. If you work with product t...
Image categories
Menu: Sales → Image categories What This is important for the search function for images. Here,...
Images
Menu: Sales → Images What Before adding images to the gallery, you must define categories under...
Locations
Menu: General → Locations What Locations are important for the later search function for produc...
Microsoft 365 - E-Mail Sync
Menu: Technical → Microsoft 365 What Advatra can connect with your Microsoft 365 tenant. With ...
Text templates
Menu: Export → Text templates What Text templates are individually created texts that can then ...
VAT
Menu: General → VAT What If your organization works with different VAT rates, these can be defi...
Pricing
With advatra it is possible to define and modify pricing structures for individual products and s...
Pricing definitions
General terms Purchase price The purchase price is the price you pay for a service when you buy...
Markup and margin
MarkupThe markup refers to a percentage that is added to the purchase price of an item to arrive ...
Mass price updates
Menu: Administration → Administration → Sales → Price calculation If you don't see the Price cal...
Price calculator
Menu: Sales → Product templates/Subproduct templates → Main service/Additional service If you do...
Price types
Menu: Sales → Product templates/Subproduct templates → Main service/Additional service What are ...
Commissions
Sometimes when you send guests to a hotel, the hotel will pay you a commission for the booking. T...
Products
Products summarize an activity with all its characteristics.
General
What are products? Products summarize an activity with all its characteristics. (For example an ...
Product category types
Menu: Sales → Product categories There are three product category types: Hotel, Land, Transfer. ...
Product categories
Menu: Sales → Product categories Product categories are not the same as product category types. ...
Product templates
A product template summarizes an activity with all its features. (For example, an overnight stay ...
Subproduct templates
A subproduct template is always attached to a product template. A product template can contain se...
Product notes
Menu: Sales → Product templates/Subproduct → Product note template Note templates in different l...
Opening times
Menu: Sales → Product templates/Subproduct templates → Opening times Opening hours of product te...
Services
What is a service? Services can be divided into main services and additional services. Several ...
Additional service categories
Menu: Sales → Additional service categories Additional services can be divided into additional s...
To-do templates
Create to-do templates: Menu: Administration → Sales → Product templates → To-do templatesUse to-...
To-do return values
Create return values: Menu: Administration → Sales → Product templates → To-do templatesUse retur...
Examples
Hotel (Schweizerhof Lucerne) Details Supplier: Hotel Schweizerhof AGName: Hotel Schweizerhof ...