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Reports

Technical Information

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

Updated 2 months 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 10 months ago by Peter

Shared Calendar

Technical Information

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

Updated 11 months ago by Peter

Variables

Technical Information Export Templates (DOCX/XLSX)

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

Updated 1 year 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 1 year 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 1 year 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