Products

Products summarize an activity with all its characteristics.

General

What are products?

Products summarize an activity with all its characteristics. (For example an overnight stay at the Hotel Schweizerhof Lucerne with all the detail information)

Products consist of product templates and subproduct templates.

The following properties are attached to a product:

  1. Supplier (Attached to the hotel night is the supplier: Hotel Schweizerhof Luzern AG)
  2. Product category: (Category: 5-star Hotels)
  3. Location (Large: Switzerland, Medium: Lucerne)

A trip consists of several products. Products are therefore the basis for a trip.

In order to use products, services (main service and/or additional service) have to be assigned.

Products can be created in the administrator area and added to documents.

You can also create a new offer, add the elements and prices you like there and save the product to your library!

Product structure

Data for a product is always filled according to the same structure. This structure also shows the relations of all data among each other.

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Product structure in advatra

In the application on advatra, the product structure is displayed in the form of a side menu on the product template and the subproduct template.
So you know if you are on the main product or subproduct template.

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See the full structure of products

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Product category types

Menu: Sales → Product categories

There are three product category types: Hotel, Land, Transfer.

Hotel
Overnight stays of all kinds

Transfer
transfers to the hotels or individual activities

Activities
activities during the day

Each product is assigned to one of the three main types.

Product category types are not the same as product categories. Different product categories can be assigned to product category types.

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See the full product structure

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Product categories

Menu: Sales → Product categories

Product categories are not the same as product category types. Different product categories can be assigned to product category types.

Product categories are important for the search function for product templates. Here, individual product categories can be entered and later assigned when creating new product templates. This is helpful for the search/filter function for product templates.

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See the full product structure

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Product templates

A product template summarizes an activity with all its features. (For example, an overnight stay at the Hotel Schweizerhof Lucerne). 

Different subproduct templates can be attached to a product template. 
(Product template: Hotel Schweizerhof Luzern, subproduct template 1: double room, subproduct template 2: suite with lake view)

The following properties are attached to a product template:

  1. Supplier (Attached to the hotel night is the supplier: Hotel Schweizerhof Luzern AG)
  2. Product category: (Category: 5-star hotels)
  3. Location (Large: Switzerland, Medium: Lucerne)

A trip consists of several product templates with the desired subproduct templates.

Product structure

Data for a product is always filled according to the same structure. This structure also shows the relations of all data among each other.

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Create

Before you create a product template, you must have filled in the following information:
Supplier, Locations, Product categories, Image categories, Images

Create a product template incoming and fill in the detail information:

Supplier
As soon as you add a supplier, the fields Name and Mail will be filled in automatically, because the information is already stored in the supplier.

If you assign a supplier to the product template, all subproduct templates will automatically have the same supplier. However, you can overwrite these as you wish. If you want to store different suppliers for your subproduct templates, do not store a supplier in the product template.

Min. and Max. Person
If you have a product template where the maximum number of people cannot be defined exactly, such as a hotel, then only insert a minimum number of people. (Min. Person = 1)

Duration
Shows the duration of the activity in hours per day. A product template with the product category type "hotel" should always have at least a duration of 24 hours.

Mail
This email will be used for the automatic email generation features of the to-dos. Mostly this is the booking email address, like bookings@schweizerhof-luzern.ch.

Location
A Product template must be linked with a location.

If a product template has set one of them, the subproduct template can only use the next smaller entity. (Large > Medium > Small)

Product categories
Choose from your own created product categories.

Once you have created the product template, you can add more information on the product overview page like:

Subproduct templates

A subproduct template is always attached to a product template. A product template can contain several subproduct templates. 
(Product template: Hotel Schweizerhof Lucerne, subproduct template 1: double room, subproduct template 2: suite with lake view)

A trip consists of several product templates with the desired subproduct templates.

Product structure

Data for a product is always filled according to the same structure. This structure also immediately shows the relationships of all data among each other.

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Create

Before you create a subproduct template template, you must have created a product template

Fill in the details:

Supplier, Date, Mail, Destination
When creating a subproduct template, it takes over the information from the main product for: Supplier, date, mail and destination.

If you have not assigned a supplier to your product template, you can store different suppliers on your subproduct templates. Here, too, you can overwrite them as you wish.

Location
A Product template must be linked with a location.

If a product template has set one of them, the subproduct template can only use the next smaller entity. (Large > Medium> Small)

Once you have created the subproduct template, you can add more information on the product overview page like:

Product notes

Menu: Sales → Product templates/Subproduct → Product note template

Note templates in different languages can be attached to a product. The note templates are displayed in the document as soon as the product is added.

Create and edit

Choose between internal and external note templates

Internal note templates are displayed in a document under Internal notes and cannot be included in an Itinerary.

External note templates are displayed in a document under Product notes and can be displayed in an Itinerary.

Note that the language of the notes must match the language of the document for the notes to be displayed. (The document language can be defined when creating or edited under Properties).

Opening times

Menu: Sales → Product templates/Subproduct templates → Opening times

Opening hours of product templates and subproduct templates can be stored directly on the respective template.

If you have two different opening times on a Monday, for example on Mondays from 11 am to 1 pm and from 7 pm to 11 pm, then you store one opening time on Monday at noon and a second one in the evening.

If you do not enter opening hours, the 24 hours simply apply. You do not have to enter opening hours from 00:00 - 23:59.

Holidays are entered globally into the system here: Holidays.

Services

What is a service?

  1. Services can be divided into main services and additional services.
  2. Several main and additional services can be created with different prices.
  3. Different prices are called price categories, one or more of which are assigned to products.
  4. Main services and additional services are always linked to a product template or a subproduct template.

Advantages of services

Structure of services

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Additional service category

An additional service has an additional service category. With this, the services can be divided. This helps later while adding the product to an offer.


Additional service categories

Menu: Sales → Additional service categories

Additional services can be divided into additional service categories. These simplify the process of adding product templates to a document.

Create

  1. Create an additional service category
  2. Assign them to a category type hotel, country, transfer

To-do templates

Create to-do templates: Menu: Administration → Sales → Product templates → To-do templates
Use to-do templates/Generate to-dos: Menu: Companies → Company X → Documents (Offer, Confirmation)

What are to-do templates?

To-do templates are templates for to-dos that can be used again and again.

To-do templates are attached to a product template and are created directly there.

For example, the to-do template "Reserve a chauffeur" is attached to the product template “Limousine service”.
Or the to-do template "Check hotel availability" is attached to the product template “Viktoria Jungfrau Grand Hotel”.