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2017-29-08 – Partners custom fields on Financial report By customer2

Posted by bruno.ilisevic on August 30, 2017
0 views Less than a minute 0

About bruno.ilisevic

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Knowledge base

  • Reservation

    • Creating reservations
    • Creating FIT reservations
    • Adding ad-hoc services on reservations
    • View and edit reservations
    • Searching reservations
    • Copying reservations
    • Canceling reservations
    • Editing reservation items
    • Reservation statuses
    • Change reservation price after price list change
    • Change the travel product on a reservation
    • Reservation notes
    • Amend calculated price for services on reservation (adding discount on reservation)
    • Change currency on existing reservations
    • Overview of activities done on reservation
    • Adding custom fields on reservations

  • Accommodation

    • Entering accommodation
    • Editing Accommodation
    • Accommodation description
    • Entering accommodation units
    • Publishing accommodation units online

  • Accommodation price list

    • Defining the basic services price list
    • Price list schedules
    • Change currency of the price list
    • Entering single / double use price list
    • Short/long stay price lists
    • Different prices for different days of the week
    • Disable starting of a service on some days of week
    • Calculating selling prices
    • Net prices with commission
    • Rounding selling prices
    • Change the price list schedule for an accommodation unit
    • Advanced price list usage
    • Exporting a price list
    • Adding a discount to a price list
    • Deleting a discount from the price list
    • Copying a discount from another accommodation
    • Disable discounts for some accommodation units
    • Discounts
    • Entering a discount
    • Editing and deleting discounts

  • Services

    • Services
    • Adding a service
    • Editing and deleting services
    • Description

  • Accommodation capacities and availability

    • Types of capacities
    • Entering a release period
    • Availability report
    • Adding capacities

  • Categories

    • Categories
    • Enter a category
    • Edit a category
    • Add accommodation, transfer, tour or a charter flight/bus to a category

  • Places

    • Places
    • Adding a place to the system
    • Editing and deleting a place
    • Services on destinations
    • Stop applying services from places

  • Documents

    • Creating an offer
    • Creating an invoice
    • Creating a pro froma invoice
    • Creating vouchers
    • Creating a contract
    • Creating supplier confirmation
    • Creating a specification
    • Creating an itinerary document
    • View a document
    • Download more documents at once
    • Reservation statuses and documents
    • Document currency
    • Document numbering
    • Emailing documents
    • Recreating documents
    • Recreating voucher and supplier confirmation
    • Bank accounts on documents
    • Adding custom fields on documents
    • Entering supplier invoice
    • Credit and Debit note documents

  • Advanced Tours

    • Creating an advanced tour
    • Editing an advanced tour
    • Preview of an advanced tour
    • Creating a new departure
    • Editing a departure
    • Copying departures (Creating Departure group)
    • Adding or editing a stage
    • Binding stages into tours
    • Defining expenses
    • Copying expenses
    • Entering charter flight/bus
    • Entering departures with different duration
    • Publishing tours online
    • Statuses of tours
    • Charter flight/bus occupancy
    • Rooming lists
    • Flight/bus lists
    • Financial transactions overview
    • Defining descriptions
    • Adding pickup places
    • Advanced tour with personal transport

  • Advanced tour price list

    • Advanced tour price list prerequisites
    • Entering an advanced tour price list for basic services
    • Adding margins to calculate the selling price on the advanced tour price list
    • Adding or deleting single use / double use prices
    • Defining the price lists for departures with different duration
    • Rounding prices
    • Special offers and discounts
    • Export price list to Microsoft Word and Microsoft Excel
    • Defining a pickup places price list

  • Additional services price list

    • Entering price list for additional services
    • Defining additional services by age
    • Defining additional services for different accommodation units
    • Copy additional services price list from another accommodation unit
    • Delete additional service from price list
    • Defining long/short stay for additional services
    • Additional service charged as percentage of basic service
    • Additional Services Options

  • Special offers

    • Special offers
    • Create a percentage special offer
    • Enter special offer with free nights
    • Special offers groups
    • Create a fixed special offer
    • Edit a special offer
    • How to create a Special offer which doesn’t apply to discounted services
    • Creating an optional special offer
    • Special offer seasons

  • Groups

    • Create a group
    • Create a subgroup
    • Edit a group
    • Edit a subgroup
    • Creating series (departures)
    • Reusing existing subgroup calculations
    • Creating different prices for a same departure
    • Accommodation list
    • Transfer list
    • View additional services usage
    • Create and send group quotation (B2B)
    • Group reservations
    • Defining group price lists on travel products
    • Defining FOC rules on accommodation
    • Keep selling price after calculation item gets changed
    • Changing subgroup price after price list change
    • Reporting reservations to suppliers
    • Tracking confirmed/unconfirmed calculation items
    • Enable additional services by default
    • Enter payment for entire group
    • Create installments for each reservation
    • Cost breakdown
    • Publishing subgroups online
    • Subgroup description
    • Group description
    • Statuses of groups
    • Selling transfer only
    • Track number of available seats of a group
    • Track number of available seats of a subgroup
    • List by destinations

  • Simple tours

    • Simple tour specifics
    • Create a simple tour
    • Edit a simple tour
    • Preview of a simple tour
    • Define scheduled departures dates for a simple tour
    • Define everyday departures dates for a simple tour
    • Simple tour price list
    • Simple tour availability
    • Simple tour description
    • Statuses of simple tours

  • Finances

    • Entering payments
    • Payment methods
    • Cancelling entered payments and creating refunds
    • Cashier report
    • View unpaid reservations
    • View unpaid invoices
    • How to add Supplier Payment

  • Branch offices

    • Branch offices
    • Enter a branch office
    • Edit and delete branch offices
    • Assign an employee to a branch office
    • View reservations from a specific branch office
    • View documents from a specific branch office
    • View financial transactions from a specific branch office

  • Search engine optimization (SEO)

    • SEO
    • Edit page title
    • Edit meta description
    • User friendly URL

  • Markets

    • Markets
    • Add new market
    • Define commission for a market
    • Travel agents and markets
    • Editing and deleting markets

  • Departments

    • Departments
    • Entering departments
    • Editing and deleting departments
    • Adding travel products to departments
    • Adding employees to the departments

  • FIT tours

    • FIT tour specifics
    • Creating a FIT tour
    • Edit a FIT tour
    • Preview of a FIT tour
    • Add components of FIT tour
    • Define scheduled departures dates for a FIT tour
    • Define everyday departures dates for a FIT tour
    • FIT tour price list
    • FIT tour description
    • Statuses of FIT tour

  • Transfers

    • Entering transfers
    • Editing transfers
    • Transfers description
    • Entering transfer units
    • Publishing transfer units online

  • Transfer price list

    • Transfers price list

  • Flights

    • Entering flights
    • Editing flights
    • Flights description
    • Entering flight units
    • Publishing flight units online
    • Flight information

  • Flights price list

    • Flights price list

  • Rent a car

    • Entering rent a car
    • Editing rent a car
    • Rent a car description
    • Entering rent a car units
    • Publishing rent a car units online
    • Rent a car price list

  • Coupon code

    • Activating a coupon

  • Partners

    • Partners
    • Adding a partner to the system
    • Editing and deleting a partner
    • Adding custom fields on partners (customers/travel agents/suppliers)
    • Adding custom fields on passengers
    • Currency on the customer
    • How to delete users in Lemax

  • Online Booking B2C

    • Online booking messages
    • Booking form data

  • Miscellaneous

    • Edit columns
    • Exchange rate
    • Room occupancy
    • E-mail templates
    • Mailchimp Integration
    • Import instructions

  • Communication

    • Setting up a mailbox
    • Sending/receiving e-mails in Lemax
    • How does mail communication work
    • Email templates

  • Dashboard notifications

    • Dashboard notifications
    • Add a new dashboard notification
    • View all the dashboard notifications
    • Edit or delete a dashboard notification
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