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Quick Guide to Victoury

Hello there 🙂

We believe everything becomes easier when you have a comprehensive understanding of a system and its functionalities. That’s why we’ve prepared a summary of our support articles for you. Take a look and start designing your products in Victoury.

We recommend following these 6 steps before continuing your journey with us.

Step 1: Settings – GENERAL
Enter details about your company and other pertinent information on which your Victoury environment will operate.

Step 2: Settings – FINANCIAL
Configure the currencies and taxes you work with.
In the Invoices section, you may set the down payment due days and amounts.

Step 3: Settings – CONNECTIONS
If you work with a backoffice, configure your backoffice connection. In the same tab, you can also set up the Outgoing Email Server details for sending emails through Victoury or the General Incoming Email Account if you’d like to download emails to Victoury.

Step 4: Settings – CHOICE LISTS
Victoury includes a range of choice list items by default. Available Options (the parent) are not editable, but you may add, edit, or remove items in the Option List column and edit titles in Option Translation.

Step 5: Settings – SYSTEM

Choose the HTML text editor for use across Victoury.
Add, edit, set passwords for, or remove users.

Manage your custom fields related to:

  • Products
  • Product Texts
  • Customers
  • Persons
  • Deals

Manage your multimedia aspect ratios for image cropping.

Manage your Tasks and API keys.

Furthermore, we’ve compiled a list of articles grouped by category as found in the main left menu.

Product – How to add products in Victoury

Add a product

Add a price to a product

Apply a price rule to a product

How to use the Allotment tab for a 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 as a supplement to a package

Lock/unlock Products and trips

Products – Batch Edit feature

Product prices – Batch Edit feature


How to add a customer

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


How to add a new supplier

How to create a supplier invoice

View the supplier invoice list

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

Understand how the Pipeline works, create a Lead, assign deals

About Accounting – check actions for a deal

Create Deal Voucher

Link (create) Itineraries for Arrangements

Deal details described

Additional Deal feature

Duplicate deal feature

Cancel Deal feature

Import statements from the bank

How to import bank statements

About Brands

Managing 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 the Texts Library

How to assign a task related to Customers, Products, or Deals

Email sending from deals, confirmation email when booking, supplier order email

Placeholders defined in Victoury