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Menu: General → Employee What Here you can register all your employees and assign them their appropriate roles with the corresponding authorizations. You can only create as many users as you have licences. You can always contact us, if you need to upgrade y...

You can find all variables that you can use here, depending on the document type: Travel Document Document Dossier Customer TotalPrice Travellers Products Document Dossier Customer TotalPrice Positions If you w...

Customer Usage ${customer.VARIABLE} // Replace VARIABLE with the appropriate field Definition Description Example addressAddition ${customer.addressAddition} addressFormatted The default formatting for a customer address. ${customer.add...

Menu: Exports → File templates What Templates can be created for itineraries, invoices or vouchers. Each template is assigned to a type: Document, Trip, Receipt, Calculation. Invoice, Prepayment → DocumentItinerary → TravelItinerary with offer or confirmati...

Menu: Web portal → Forms What A form can be any type of feedback that can be filled out by external people and returned to the form creator. For example, travel feedback. There are two different types of forms: Dossier forms and surveys. Surveys are public...

Menu: CRM → GDPR Requests What There is a function to black out all personal data. This is important because the EU carries out spot checks to ensure compliance with the GDPR - General Data Protection Regulation. Create Create a new GDPR Request and choose...

Menu: General → Holidays What The general holidays are entered here. If you work with product templates and subproduct templates, you will be informed that the products are not/only limited available on the holidays you have entered. Recurrently refers to a...

Menu: Sales → Image categories What This is important for the search function for images. Here, individual image categories can be entered and later assigned when uploading new images. This is helpful for the search/filter function for images.

Menu: Sales → Images What Before adding images to the gallery, you must define categories under Image Categories so that the images can be assigned to these categories and can be found more easily when compiling products. This is your individual image datab...

Menu: General → Locations What Locations are important for the later search function for products and refines the search by geographical characteristics. The Location component is summarized in a tile with 3 different sizes (Small, Medium, Large). However, y...

Menu: CRM → Marketing codes and sales activities What Marketing codes only relate to sales. A marketing code can be entered for any event, product or service. This can be linked to a sales activity. Contacts are attached to the sales activities. How are sal...

Menu: Technical → Microsoft 365  What Advatra can connect with your Microsoft 365 tenant. With this integration, advatra will automatically collect the E-Mails of your employees and link it to the corresponding dossiers. You will have to add the dossier num...

Menu: Sales → Product templates/Subproduct templates → Opening times Opening hours of product templates and subproduct templates can be stored directly on the respective template. If you have two different opening times on a Monday, for example on Mondays fr...

General terms Purchase price The purchase price is the price you pay for a service when you buy it from the supplier. The purchase price is invoiced by the supplier. Markup The markup refers to a percentage that is added to the purchase price of an item to...

MarkupThe markup refers to a percentage that is added to the purchase price of an item to arrive at a sales price. For example, if you have a markup of 33% on your purchase price, it means that you sold your product 33% above your purchase price. If you want t...

Menu: Administration → Administration → Sales → Price calculation If you don't see the Price calculation menu item, make sure your current user has the Role "Administrator" assigned. Using set markups and margins, you can perform mass price updates. Price up...

Menu: Sales → Product templates/Subproduct templates → Main service/Additional service If you don't see the price calculator, make sure your current user has the Role "Price calculation user" assigned. With the price calculator, you can quickly and easily ca...

What are products? Products summarize an activity with all its characteristics. (For example an overnight stay at the Hotel Schweizerhof Lucerne with all the detail information) Products consist of product templates and subproduct templates. The following p...

Menu: Sales → Product categories Product categories are not the same as product category types. Different product categories can be assigned to product category types. Product categories are important for the search function for product templates. Here, indi...

Menu: Sales → Product categories There are three product category types: Hotel, Land, Transfer. HotelOvernight stays of all kinds Transfertransfers to the hotels or individual activities Activitiesactivities during the day Each product is assigned to one ...