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...