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Menu: Sales → Product templates/Subproduct → Product note template Note templates in different languages can be attached to a product. The note templates are displayed in the document as soon as the product is added. Create and edit Choose between internal ...

A product template summarizes an activity with all its features. (For example, an overnight stay at the Hotel Schweizerhof Lucerne).  Different subproduct templates can be attached to a product template. (Product template: Hotel Schweizerhof Luzern, subproduc...

A subproduct template is always attached to a product template. A product template can contain several subproduct templates. (Product template: Hotel Schweizerhof Lucerne, subproduct template 1: double room, subproduct template 2: suite with lake view) A trip...

What is a service? Services can be divided into main services and additional services. Several main and additional services can be created with different prices. Different prices are called price categories, one or more of which are assigned to products. M...

Hotel (Schweizerhof Lucerne) Details Supplier: Hotel Schweizerhof AGName: Hotel Schweizerhof LucerneStart-End: 01.01-31.12Min-Max Person: 1-Duration: 24Mail: example@hotel-schweizerhof.chLocation: Switzerland, Lucerne, LucerneProduct category: Hotels Switz...

Menu: CRM → Suppliers What Suppliers are service providers for your products. A product (product template and subproduct) can be assigned to only one supplier, but each supplier can be assigned to an unlimited number of products. Note: when you create produ...

Menu: Export → Text templates What Text templates are individually created texts that can then be manually copied into a document as desired. This means that they do not always have to be rewritten. Create and edit How to create text templates and where to...

Menu: General → VAT What If your organization works with different VAT rates, these can be defined here. A 0 percent VAT must be set up. This VAT is used for surcharges that are not VAT-relevant. When you later create products, offers and more or simply ma...

Create to-do templates: Menu: Administration → Sales → Product templates → To-do templatesUse to-do templates/Generate to-dos: Menu: Companies → Company X → Documents (Offer, Confirmation) What are to-do templates? To-do templates are templates for to-dos th...

Create return values: Menu: Administration → Sales → Product templates → To-do templatesUse return values: Dashboard → Show all to-dos → Drag to-do to "Closed" column What Return values are information that is requested when the to-do is completed. For examp...

You can connect advatra with Flywire. This way you can create invoices on Flywire, which then will be synced to advatra, when the client has paid. Every payment in Flywire creates a Prepayment in advatra. Make sure, that the Flywire Invoice # is always the D...

Welcome to advatra! To set up your account, you need your invitation email, that you received earlier. If not, ask your administrator to create an account for you. In the invitation email, click on the link to set a password. You will then be redirected to a...

Menu: Sales → Product templates/Subproduct templates → Main service/Additional service What are the different types of prices? For a main or additional service, a unique or a repetitive price can be defined. Only one of the two price options can be entered f...

In Administration -> Technical -> Global Settings you can define a "Shared Calendar Token". Please use a save token, like a password. If this gets public, one would have access to your calendar. If you have set up the token, you can subscribe to the calendar...

Sometimes when you send guests to a hotel, the hotel will pay you a commission for the booking. This commission can vary depending on the agreement between the two parties.  In order for you to receive this commission, you must send an invoice to the hotel re...

Advatra has a powerful reporting engine based on JasperReports. You can generate your own reports with the software Jaspersoft Studio, use a predefined report template or we can develop custom reports for you. You can download Jaspersoft Studio here. Predef...