Hello there :)
We think all becomes easier if you have a full picture of a system and its functionalities. That is why we have prepared for you a summary of our support articles. Check them out and start designing your products in Victoury.
We recommend to follow these 6 steps before continuing your journey with us.
Step 1: Settings - GENERAL
Set the details about your company and other details based on which your Victoury environment will work.
Step 2: Settings - FINANCIAL
Set the currencies and taxes you work with.
In the Invoices section, you may set the down payment due days and amounts.
Step 2: Settings - CONNECTIONS
In case you work with a backoffice, set your backoffice connection. In the same tab, you may set the Outgoing Email Server details for email sending through Victoury or the General Incoming Email Account in case you'd like to download emails to Victoury.
Step 3: Settings - CHOICE LISTS
Victoury has a whole range of choice list items added by default. The Available Options (the parent) are not editable but you may add, edit or remove items at your choice in Option`s List column and edit titles in Option Translation.
Step 4: Settings - SYSTEM
Select the HTML text editor of your choice for the fields throughout Victoury.
Add, edit, set passwords, or remove users
Manage your custom fields related to:
Products
Product Texts
Customers
Persons
Deals
Manage your multimedia aspect ratios for the image cropping.
Manage your Tasks and API keys.
Further, we have made a list of articles grouped by category of items found in main left menu.
Product - How to add products in Victoury
Apply a price rule to a product
How to use Allotment tab from product
How to create a package type product
How to design a trip for a product
How to create an Asset to be linked with a product
How to add a video to a product
How to assign a Travel Designer to a Product
Add an Alternative product to a supplement of a package
Lock/unlock Products and trips
Product prices - Batch Edit feature
Customers
How to create a customer invoice and a credit note, view the list of invoices
How to receive payment from a customer
How to Match Temporary Customers
How to Match Permanent Customers
Suppliers
How to create a supplier invoice
How to register a supplier payment
How to create a credit note for a supplier invoice
How to create a Deal, an Option or a Lead
Add a new deal
Add a new arrangement to a deal
Change traveler assignment after the deal was created
How Pipeline works, create Lead, assign deals
About Accounting - check actions for a deal
Link (create) Itineraries for Arrangements
Cancel Deal feature
Import statements from the bank
How to import bank statements
About Brands
Working with more than one brand?
About Websites
Website settings in relation to Brands
Website settings - SEO - Search Engine Optimization
Helpful features
Create templates for emailing and other general texts in Texts Library
How to assign a task related to Customers, Products or Deals
Email sending from deals, confirmation email when booking, supplier order email