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
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
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
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 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
Link (create) Itineraries for Arrangements
Import statements from the bank
About Brands
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
