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Reports

Technical Information

Advatra has a powerful reporting engine based on JasperReports. You can generate your own report...

Updated 3 weeks ago by Peter

Sales process

Getting started

advatra has an implemented sales process from the enquiry to the travel program. You can adapt th...

Updated 8 months ago by Peter

Shared Calendar

Technical Information

In Administration -> Technical -> Global Settings you can define a "Shared Calendar Token". Plea...

Updated 9 months ago by Peter

Variables

Technical Information Export Templates (DOCX/XLSX)

Customer Usage ${customer.VARIABLE} // Replace VARIABLE with the appropriate field Definitio...

Updated 10 months ago by Peter

Commissions

Knowledge Base Pricing

Sometimes when you send guests to a hotel, the hotel will pay you a commission for the booking. T...

Updated 11 months ago by Peter

Pricing definitions

Knowledge Base Pricing

General terms Purchase price The purchase price is the price you pay for a service when you buy...

Updated 11 months ago by Peter

Product category types

Knowledge Base Products

Menu: Sales → Product categories There are three product category types: Hotel, Land, Transfer. ...

Updated 1 year ago by Peter

Mass price updates

Knowledge Base Pricing

Menu: Administration → Administration → Sales → Price calculation If you don't see the Price cal...

Updated 1 year ago by Peter

Price types

Knowledge Base Pricing

Menu: Sales → Product templates/Subproduct templates → Main service/Additional service What are ...

Updated 1 year ago by Peter

Price calculator

Knowledge Base Pricing

Menu: Sales → Product templates/Subproduct templates → Main service/Additional service If you do...

Updated 1 year ago by Alexandra Annoni

Employees

Knowledge Base Administration

Menu: General → Employee What Here you can register all your employees and assign them their ap...

Updated 1 year ago by Peter

Administration

Getting started

General Employees To simplify access and setup of the first steps, we recommend giving every ...

Updated 1 year ago by Peter

Dashboards

Getting started

advatra gives you the ability to personalize your start page, the company overview and also the l...

Updated 1 year ago by Peter

CRM

Getting started

Companies Companies are all types of companies (often B2B customers), except suppliers. Before...

Updated 1 year ago by Peter

Create your account

Getting started

Welcome to advatra! To set up your account, you need your invitation email, that you received ea...

Updated 1 year ago by Peter

Where to start?

Getting started

Welcome to advatra! In advatra you have an CRM part and an Administration part. In the CRM you wi...

Updated 1 year ago by Peter

Markup and margin

Knowledge Base Pricing

MarkupThe markup refers to a percentage that is added to the purchase price of an item to arrive ...

Updated 1 year ago by Peter

Flywire Integration

Technical Information

You can connect advatra with Flywire. This way you can create invoices on Flywire, which then wil...

Updated 1 year ago by Peter

Additional service categories

Knowledge Base Products

Menu: Sales → Additional service categories Additional services can be divided into additional s...

Updated 1 year ago by Peter

Services

Knowledge Base Products

What is a service? Services can be divided into main services and additional services. Several ...

Updated 1 year ago by Peter