# Create an offer/itinerary

After you have created a company with a location and a dossier, you can create your first offer/itinerary in this dossier.

## Create an offer

<div class="wiki-content" id="bkmrk-date%3A-creation-date-"><div class="wiki-content"><div class="contentLayout2"><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal">- **Date** Creation date of the offer
- **Type** Choose your document type
- **Language** Choose your document language <p class="callout info">**Attention**  
    Product notes, vouchers and descriptions are only displayed if they are in the same language as the document.</p>
- **Expiration date** Date when the offer expires
- **Follow up** On this date, a to-do is automatically created so that the offer is not forgotten. The to-do is assigned to the responsible employee operations. The responsible employee operations can be entered in the dossier entry.
- **Travellers** Don't forget to add travellers by clicking on the "Add traveller" button. If you do not know the names of your travellers, just use the function "Add traveller placeholder"

</div></div><div class="columnLayout single" data-layout="single"><div class="cell normal" data-type="normal"><div class="innerCell">[![create an offer.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/create-an-offer.png)](https://help.advatra.com/uploads/images/gallery/2022-06/create-an-offer.png)  
</div></div></div></div></div></div>## Add a product

You can use the filters in the right panel to search for a specific product, or just to explore your database.

When adding products, you will always be guided through the same dialogue:   
Choose a subproduct → Choose your main services → Choose your additional services → Overview

<div class="wiki-content" id="bkmrk-choose-a-subroduct%3A%C2%A0"><div class="wiki-content"><div class="contentLayout2"><div class="columnLayout single" data-layout="single"><div class="cell normal" data-type="normal"><div class="innerCell">1. **Choose a subroduct** If you have stored subpoducts for a product, you can select one of these subproducts here.
2. **Choose your main services** Here, you select the main services for the main product as well as for the selected subproduct.
3. **Choose your additional services** Here, you select the additional services for the main product as well as for the selected subproduct.

</div></div></div><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal"><div class="innerCell">  
</div></div></div></div></div></div>## Example: add a hotel

<p class="callout info">**Travel dates**: 23/04/2022 - 30/04/2022   
**Number of travelers**: 2 persons</p>

### Choose a subproduct

advatra recommends you the best suitable subproduct based on this logic:

**Best choice**  
Start and end dates AND minimum and maximum number of persons matches the travel dates and number of travellers.

**Possible choice**  
Start and end date OR minimum and maximum number of persons matches the travel dates and number of travellers.

Select any of the listed subproducts.

<div class="wiki-content" id="bkmrk-best-choice%3A-start-a"><div class="wiki-content"><div class="contentLayout2"><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal">  
</div></div><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal"><div class="innerCell">[![Add a hotel 1.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/add-a-hotel-1.png)](https://help.advatra.com/uploads/images/gallery/2022-06/add-a-hotel-1.png)</div></div></div></div></div></div>### Choose your main services

The services are grouped by the main product and the selected subproduct.

The main services for which the start and end dates as well as the minimum and maximum number of people match are automatically selected.

The "price from" that is displayed when you select a subproduct is made up of the main services proposed here:  
Product main service: 20€ + subproduct main service: 1650€ = 1670€

[![image-1654674909045.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654674909045.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654674909045.png)

### Choose your additional services

The services are grouped by the main product and the selected subproduct.

Additional services are freely selectable.

[![image-1654674933772.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654674933772.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654674933772.png)

<div class="wiki-content" id="bkmrk--3"><div class="wiki-content"><div class="contentLayout2"><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal"><div class="innerCell">  
</div></div></div></div></div></div>### Overview

Define the time frame in which the product should take place and select the travellers that will attend.

<div class="wiki-content" id="bkmrk--4"><div class="wiki-content"><div class="wiki-content"><div class="contentLayout2"><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal"><div class="innerCell">  
</div></div></div><div class="columnLayout single" data-layout="single">  
</div></div></div></div></div>[![image-1654674953547.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654674953547.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654674953547.png)

<div class="wiki-content" id="bkmrk--6"><div class="wiki-content"><div class="contentLayout2"><div class="columnLayout single" data-layout="single"><div class="cell normal" data-type="normal"><div class="innerCell">  
</div></div></div></div></div></div>## Create and send itinerary

<div class="wiki-content" id="bkmrk-add-as-many%C2%A0product-"><div class="contentLayout2"><div class="columnLayout single" data-layout="single"><div class="cell normal" data-type="normal"><div class="innerCell">1. Add as many [product template](https://help.advatra.com/books/knowledge-base/page/product-templates "Product templates")s and [classic programs](https://help.advatra.com/books/knowledge-base/page/classic-programs "Classic programs") as you need for the trip.
2. After the trip is planned, you can either download it as PDF or Word and send a digital itinerary to the client.
3. Or, the even more advanced way to share your itinerary with your travel agent and client is to export it directly to [AXUS](https://help.advatra.com/books/knowledge-base/page/axus "AXUS").

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