Documents
What
Documents are all types of information carriers such as offers, invoices, itineraries, etc. All types of documents are stored in a dossier and linked to a customer: Offer, confirmation, invoice, etc.
A dossier is always linked to a travel agent (an external employee of the company).
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Customer sends an inquiry.
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A dossier is created, assigned to an external travel agent (from Company XY) and attached to a location.
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A document is created in the dossier.
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See also sales process.
Create and edit
After you have created a company with a location and a dossier, you can create your first document in a dossier.