Recently Updated Pages

Menu: Sales → Product templates/Subproduct templates → Opening times Opening hours of product te...

Menu: Sales → Product templates/Subproduct → Product note template Note templates in different l...

A subproduct template is always attached to a product template. A product template can contain se...

A product template summarizes an activity with all its features. (For example, an overnight stay ...

Menu: Sales → Product categories Product categories are not the same as product category types. ...

What are products? Products summarize an activity with all its characteristics. (For example an ...

Menu: General → Locations What Locations are important for the later search function for produc...

Menu: Exports → File templates What Templates can be created for itineraries, invoices or vouch...

Menu: Administration → Administration → Sales → Classic program What The classic program is a f...

Menu: CRM → Suppliers What Suppliers are service providers for your products. A product (produc...

Menu: CRM → Contacts What Here you get an overview about all your contacts (customer and suppli...

Menu: CRM → Companies What Companies are all types of companies, except suppliers, mostly B2B c...

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

Before you create a new company, the following information must be stored in the system: Company ...

Company → Location → Dossier → Documents Each customer is recorded in advatra under CRM → Compan...

Putting together a first trip is not difficult at all. After the following steps, you have alread...

Create return values: Menu: Administration → Sales → Product templates → To-do templatesUse retur...

Create to-do templates: Menu: Administration → Sales → Product templates → To-do templatesUse to-...

Hotel (Schweizerhof Lucerne) Details Supplier: Hotel Schweizerhof AGName: Hotel Schweizerhof ...

Menu: General → VAT What If your organization works with different VAT rates, these can be defi...