Table of Contents
Remarks
Queues
Queues are categories of people who have permission to see a remark when they open corresponding Customer/Order/Invoice.
Queue is specified for every internal remark created in TravelWise.
This table contain only queues' titles.
Navigate to Tools → Remarks → Queue/Users via the main top bar if it is needed to change users in certain queue.
- Filter option: You can choose to filter queues by typing in letters or words. E.g. if you would like to see all the queues that begin with the letter “A”, click on a text box, type “a” and push Enter on your keyboard.
- To add a new queue, simply click in the first empty cell in an empty row, and start filling out the information. You do not need to fill out all the cells/check boxes, but at least Name. When you are done, click Save.
Invoice Remarks
Invoice Remarks allow to insert some standard texts in Invoice external remark.
- Use Filter option to filter the queues by typing in letters or words.
- To add a new remark, double-click in the first empty cell in an empty row, and start filling out the information.
- Double-click Text cell to fill out a temark text and a special box will be opened.
- When you are done, click OK and then Save.
Remarks marked with Is default checkbox are automatically added to each invoice being issued from TravelWise.
Customer Remark
Customer Remarks allow to insert some standard texts in Customer external remark on Order or Customer Confirmation.
- Use Filter option to filter the remarks by typing in letters or words. E.g. if you would like to see all the remarks that begin with the letter “A”, click on a text box, type “a” and push Enter on your keyboard.
- To add a new remark, simply click in the first empty cell in an empty row, and start filling out the information. You do not need to fill out all the cells, but at least Name. When you are done, click Save.
Suppler Remark
Suppler Remarks allow to insert some standard texts in Supplier external remark on Order or Supplier Confirmation.
- Use Filter option to filter the remarks by typing in letters or words. E.g. if you would like to see all the remarks that begin with the letter “A”, click on a text box, type “a” and push Enter on your keyboard.
- To add a new remark, simply click in the first empty cell in an empty row, and start filling out the information. You do not need to fill out all the cells, but at least Name. When you are done, click Save.
Customer Remark Types
Type is specified for every internal remark created in TravelWise.
This table contain only remark types' titles.
- Use Filter option to filter the remark types by typing in letters or words.
- To add a new remark type, double-click in the first empty cell in an empty row, and start filling out the information. Code and Name are mandatory. When you are done, click Save.
Remark type marked with Is default checkbox is automatically selected while creating new Customer internal remark. Only one remark type can be default.
Invoice Remark Types
Type is specified for every internal remark created in TravelWise.
This table contain only remark types' titles.
- Use Filter option to filter the remark types by typing in letters or words. E.g. if you would like to see all the remark types that begin with the letter “A”, click on a text box, type “a” and push Enter on your keyboard.
- To add a new remark type, double-click in the first empty cell in an empty row, and start filling out the information. Code and Name are mandatory. When you are done, click Save.
Remark type marked with Is default checkbox is automatically selected while creating new Invoice internal remark. Only one remark type can be default.
Order Remark Types
Type is specified for every internal remark created in TravelWise.
This table contain only remark types' titles.
- Use Filter option to filter the remark types by typing in letters or words.
- To add a new remark type, double-click in the first empty cell in an empty row, and start filling out the information. Code and Name are mandatory. When you are done, click Save.
Remark type marked with Is default checkbox is automatically selected while creating new Supplier internal remark. Only one remark type can be set as default.