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advatra

Here you will find lots of helpful resources to get started with advatra.

Getting started

To make it easier for you to get an overview over the many functionalities of advatra we have created a getting started guide for you.

Your first trip

Putting together a first trip is not difficult at all. Learn how easy it is!

Knowledge Base

Dig deeper in all the features of advatra. Here you will find detailed information about the different parts of advatra.

Technical Information

More technical information on some parts of advatra.

Sales

Knowledge Base

Everything you need during your daily business!

Administration

Knowledge Base

Menu - Administration. All setup related information.

Export Templates (DOCX)

Technical Information

You can customize the Docx Exports to your individual needs. The following information will give you a detailed overview on how to use the different functions.

Pricing

Knowledge Base

With advatra it is possible to define and modify pricing structures for individual products and sets of products with just one click. It is also possible to play with purchase and sales price as well as markups, margins and VAT rates. This gives you the oppo...

Products

Knowledge Base

Products summarize an activity with all its characteristics.

Where to start?

Getting started

Welcome to advatra! In advatra you have an CRM part and an Administration part. In the CRM you will do your daily work. The administration is very useful while setting up advatra to your team needs. Learn more about the CRM. Dig deeper into the adminis...

CRM

Getting started

Companies Companies are all types of companies (often B2B customers), except suppliers. Before you create a new company, the following information must be stored in the system: Company type and departments. Create a company Field one "First Name...

Administration

Getting started

General Employees To simplify access and setup of the first steps, we recommend giving every employee the role of an administrator. Later, you can always structure the roles the way you need it. Wage Type: This is for the link to the payroll accou...

Dashboards

Getting started

advatra gives you the ability to personalize your start page, the company overview and also the location overview. You can add new widgets on the three dashboards and order it the way you like by simply drag and drop.These widgets are controlled by the roles a...

Intro

Your first trip

Putting together a first trip is not difficult at all. After the following steps, you have already created a customer and a suitable trip for them. Your trip can be sent to any contact via PDF, Word or AXUS. It is important that you (or your administrator) ha...

CRM structure

Your first trip

Company → Location → Dossier → Documents Each customer is recorded in advatra under CRM → Companies. In most cases, companies are travel agencies. A company can have several locations. These locations have employees (travel agents) who look after different ...

Create a company

Your first trip

Before you create a new company, the following information must be stored in the system: Company type and departments. Create a company Field one "First Name":  If it has an official company name, just leave the first field open and enter the compa...

Create an offer/itinerary

Your first trip

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 DateCreation date of the offer TypeChoose your document type LanguageChoose your document language Attenti...

Sales process

Getting started

advatra has an implemented sales process from the enquiry to the travel program. You can adapt the process to your own needs. Let's have a look at dossiers and documents. Dossiers A dossier summarize all the information around a trip. You can look at a doss...

Additional service categories

Knowledge Base Products

Menu: Sales → Additional service categories Additional services can be divided into additional service categories. These simplify the process of adding product templates to a document. Create Create an additional service category Assign them to a cat...

Availabilities

Knowledge Base Sales

Menu: CRM → Availabilities What Availability of guides, drivers and tour guides can be entered and checked. Internal employees can enter their availability via a login. Other persons via an external link. Create and edit How can I enter availabilities? In...

AXUS

Knowledge Base Sales

Menu: CRM → Company → Location → Dossier → Choose a doument (Offer, Confirmation) What AXUS is a software for travel planners and tour operators to create itineraries from a single source, quickly and with the appropriate CI look. AXUS is integrated with adv...

Classic programs

Knowledge Base Administration

Menu: Administration → Administration → Sales → Classic program What The classic program is a fixed program of product templates. It can be added directly to an offer/confirmation as an entire program without having to add individual product templates. The c...

Companies

Knowledge Base Sales

Menu: CRM → Companies What Companies are all types of companies, except suppliers, mostly B2B customers. All invoices, vouchers, delivery bills and other important documents are linked there. Note: If you wish, we can also automate the data import if you ha...

Company types

Knowledge Base Administration

Menu: General → Company types What Individual company types can be entered and later assigned when creating new companies (also suppliers). Company types are helpful for creating reports. You can group your customers for example by "Virtuoso" and see how mu...

Contacts

Knowledge Base Sales

Menu: CRM → Contacts What Here you get an overview about all your contacts (customer and supplier) and the function to edit. Contacts are always attached to a company or supplier location. Create and edit If you wish, we can also automate the data import i...

Departments

Knowledge Base Administration

Menu: General → Departments What If your organization has different departments, they can be defined here. For each department, you have the option of working with cost centre numbers that are linked to the accounting system. This is useful if you have sever...

Document notes

Knowledge Base Administration

Menu: Exports → Document notes What Document notes are textual contents that can be attached by creating a new document in a dossier, for example bank details on the invoice. Where to use? Company → Location → Dossier → Documents Create a new document wit...

Documents

Knowledge Base Sales

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...

Dossiers

Knowledge Base Sales

Menu: Companies → Company → Location → Dossiers What A dossier is always linked to a location, and this location to a company. All types of documents are stored in a dossier: Offer, confirmation, invoice, etc. A dossier is always linked to a travel agent (an...