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Settings - Choice list editor
Settings - Choice list editor

How to work with the Choice List and how it is used across the system

Kinga-Laura Ambrus avatar
Written by Kinga-Laura Ambrus
Updated over a week ago

CHOICE LIST EDITOR

Collection of editable choices for type of fields - drop downs lists - that let the user select options from a predefined set of choices. Choice list is used in many places across Victoury: addresses, products, trips, prices, etc.

Victory comes with a set of choice list items preset. The Available Options in the first column are not editable.

Option’s List - the second column is editable and all items can have sublevels:

The Visual section in choice list allows setting a color for each category and an Icon from the predefined icon list: Hotel, Flight or Transfers.

At the moment, the color of a category, if selected in choice list, is visible only when creating a trip in Trip designer. So, if for category Hotel there is a Red color set in Visual, when adding in a trip a product that belongs to Hotel Category, it will be shown red in the Timeline of the trip.

Account_Number

  • Used in accounting entries to mark the account number when importing bank statements. Instead of codes, numbers are used.

Accounting Status

  • Used for accounting entries statuses - marking entry after being exported to the accounting system.

  • Drop down with options when setting accounting record statuses for invoice partial and full payment actions in Settings/GENERAL

Address_Type

  • Drop down with options available when editing Address_Type for an address in Addresses list, Customer details - Addresses and Supplier details - Addresses. Its role is to define what kind of address it is.

Arrival_by

  • Drop down with options when editing an arrangement

Brands

Tenants may work with more than one Brand. All Brands are defined in Choice List. The Brand drop down list is used in the following places:

  • Settings/USERS - each user having its own Brand

  • Create Deal - the brand of user is automatically assigned but a different Brand can be selected from the drop down list with options

  • Product - when create a product the brand of the user is automatically assigned but more brands or a different one can be selected from drop down list

  • Customers - when edit a customer

  • Minisite - for each Brand a Minisite can be designed and the products listed on the Minisite depend on the Brand assigned at product level

  • Brand information is important. It may influence the templates, website. etc.

Contact_Type

  • Drop down with options when selecting CONTACT INFO/Type when editing customer information.

Country

  • Drop down with options when selecting Nationality for a Customer/Supplier or Country in Addresses

Country_Area

  • Drop down with options for Country/Region when create or edit a Product

Customer_Type

  • Drop down with options when editing Customer details

Deal_Source

  • Drop down with options when creating or editing a Deal/lead. It shows how the customer booked a product. It could be a direct call, website, or other source.

Destination

  • Drop down with options when creating or editing a Deal

Invoice_Status

  • Drop down with options when setting invoice create and credit statuses in Settings/GENERAL

Itinerary_Status

  • Drop down with options when creating a Deal, Itinerary section

Multimedia_Scope

  • Drop down with options when setting images in Multimedia section of a product

  • Multimedia section is used when generating templates and when displaying products on Minisite. Based on the scope set, an image can be displayed in different places on templates, list view or detailed view on Minisite.

Nationality

  • Drop down with options when creating Customer, Persons or Suppliers

Note_Type

  • Drop down with options when creating a note in Customer details, Deal details

Order_Status

  • Drop down with options in Orders

Payment_Type

  • Drop down with options when Receive Customer Payment or Register Supplier Payment

Price_Types

Price_Types are important when booking the price so the operator knows which is the correct one.

Price_Types are also important for templates in the section of prices.

Price_Type_1

  • Drop down with options when setting price in Product/Prices

Price_Type_2

  • Drop down with options when setting price in Product/Prices

Price_Type_3

  • Drop down with options when setting price in Product/Prices

Price_Type_4

  • Drop down with options when setting price in Product/Prices

Print_Type

  • Drop down with options when editing Product details and Arrangement details

Product_Budget

  • Drop down with options when editing Product details

Product_Category

  • Drop down with options when adding or editing a Product

Product_Characteristics

  • Check boxes in Product details - shown on website in List view and detail view of the product

Product_Rating

  • Drop down with options when adding or editing a Product, shown on website in List view and detail view of the product

Product_Webpages

  • Drop down with options when editing Product Details - Show on Webpages

Referer

  • Drop down with options when creating or editing a Lead. It is related to the channel that led the customer to book or request an offer (“how did you hear about us”).

Salutation

  • Drop down with options when creating or adding a Customer or a Supplier

  • Salutation might be displayed on templates, confirmation emails, etc.

Status

  • Drop down with options when adding or editing a new Pipeline column

  • Drop down with options when setting deal create status and customer payment create in Settings/GENERAL

  • Statuses are displayed in Detailed view of a Deal

  • Statuses are displayed in Detailed view of a Customer Payment record

Supplier_Type

  • Drop down with options when editing Supplier details

Task_Type

  • Drop down with options when creating a task in Product, Customer or Deal

  • All tasks created in different place in Victoury are visible in Tasks list, in main left menu.

Tax_Type

  • Drop down with option available when creating or editing a new tax in Settings/TAXES

  • This tax is used when setting a price to a product

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