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userdocs:travelwise:documents_management:itinerary:general_conditions [2013/06/19 08:40] 127.0.0.1 external edit |
userdocs:travelwise:documents_management:itinerary:general_conditions [2015/03/23 23:50] (current) dokuwiki_sync |
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| ====== General Conditions ====== | ====== General Conditions ====== | ||
| - | **‘General conditions’** is a document, which contains free text and can be sent to a customer from the Order. There can be only one ‘General Conditions’ document for a brand. | + | **General Conditions** (GC) is a file in //.doc (.docx)// or //.pdf// format with any additional information to be sent to a customer from the Order. |
| + | There can be only one //‘General Conditions’// document per a [[userdocs:travelwise:getting_started:settings:company_settings:brands|brand]]. Maximum length of the document title is 30 characters (if more, program cuts off the rest chars). | ||
| + | {{:userdocs:travelwise:documents_management:itinerary:gc.png?direct|}} | ||
| - | **Navigation:** //Tools → Company Settings → Brands//. | + | GC is printed/mailed from **Order** or **Invoice** via **Print/E-mail Options**. |
| - | ‘General Conditions’ document (GC) can be in .doc (.docx) or .pdf format. | + | {{:userdocs:travelwise:documents_management:itinerary:itinerariesintw18.png|}} |
| - | {{:userdocs:travelwise:documents_management:itinerary:itinerariesintw17.png|}} | + | |
| + | ===== Default Print/E-mail Options ===== | ||
| + | Are set the same as for Itinerary, but can be changed manually. | ||
| + | //'Attach document only with offers/confirmations'// enabled in [[userdocs:travelwise:getting_started:settings:company_settings:brands|brand settings]] activates the document by default only for the mentioned document type. | ||
| - | GC can be printed or sent by e-mail from **Order** or **Invoice** via **‘Print/E-mail options’**. | + | ===== Notes ===== |
| - | {{:userdocs:travelwise:documents_management:itinerary:itinerariesintw18.png|}} | + | * Open, edit and delete GC in //Tools -> Company Settings -> Brands: General Conditions//. |
| - | + | * Newly created brand should be saved before GC document can be loaded. | |
| - | Default print and email conditions for GC are set the same as for Itinerary, but can be changed manually. | + | * If brand in the Order has no GC, the //‘General Conditions’// line is not going to be shown in ‘Print/E-mail’ options. |
| - | If brand in the Order has no GC loaded, the ‘General Conditions’ line is not going to be shown in ‘Print/E-mail’ options. | + | **Print/Email Options** |
| + | * GC is available for Offer and Invoice; | ||
| + | * GC is displayed only if there is a document uploaded. If the brand was changed for the Order, the Order should be reloaded before corresponding CG is going to be shown. | ||
| + | * Print and email options (number of copies and 'email' checkmark) are inherited from Itinerary and Individual Itinerary (TravelDoc), but these options can be changed for GC manually. | ||
| + | * CG preview is opened in corresponding program (Microsoft Word, Adobe Reader or any other installed pdf readers) when its icon is launched. | ||
| + | * If there is no program to open GC, the message //'There is no associated program for this file. Try to pick it manually in next window'// occurs -> the proper program can be chosen from the opened list. | ||
| + | * CG is opened before printing and then it is closed automatically (this is relevant for //Abode Reader// and //Microsoft Word//, //Foxit PDF Reader// does not open the file in such a case). | ||
