Documents

Menu: Companies → Company → Location → Dossiers → 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).

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.

Revision #4
Created 8 June 2022 09:20:49 by Peter
Updated 8 June 2022 12:48:30 by Peter