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userdocs:travelwise:documents_management:voucher:voucher_edit [2013/06/19 08:40] 127.0.0.1 external edit |
userdocs:travelwise:documents_management:voucher:voucher_edit [2014/05/19 02:01] (current) dokuwiki_sync |
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| ====== Voucher Edit ====== | ====== Voucher Edit ====== | ||
| - | To edit future or existing voucher in Order in ‘Segments’ tab select a segment to which the voucher refers and press //‘Ctrl+E’// shortcut. | + | **Navigation:** Order -> ‘Segments’ tab -> select a segment to which the voucher refers -> push 'Edit Voucher (Ctrl+E)'. |
| - | To open ‘edit’ forms for all segments, press //‘Ctrl+P’// shortcut or a //‘P. Voucher button’// in Order to get a voucher settings form opened. | + | *In this example 'A4' voucher editing form and its template //('VoucherNew')// are presented, only this type of voucher supports map and 'QR' code displaying. |
| + | The voucher template can be set for the brands applied for documents issue in //Company Settings -> Report Settings -> Voucher: VoucherNew//. | ||
| - | Select //‘All vouchers’// and push //‘Edit’// button: | + | Enable 'Show map' checkbox to display a map in the voucher. By default it is controlled with a setting //'Show map on voucher'// on a customer level in the 1st tab of customer profile in 'Additional information' section. |
| + | {{:userdocs:travelwise:documents_management:voucher:edit_map.png?nolink |}} | ||
| - | + | ===== Voucher Preview ===== | |
| - | + | Can be run from 'edit' mode or directly from //Order -> 'Segments' tab -> 'Travel Documents': button 'Print/E-mail Voucher (Ctrl+P)'//. | |
| - | Vouchers for all the segments will become opened individually in ‘Edit’ mode: | + | {{:userdocs:travelwise:documents_management:voucher:map_preview.png?nolink |}} |
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| - | Push //‘Reload’// button in case you need to update standard service information from a segment or to get Misc segment info included in a voucher (in case Misc was booked after Hotel voucher generating). | + | |
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| - | **Note** | + | |
| - | On pressing ‘Reload’ the custom text, inserted in the edit form manually will disappear, do not forget to copy it in advance. | + | |
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| - | Saving of all the changed data is made on closing the form. | + | |
| + | ===== Note ===== | ||
| + | * Push //‘Reload’// button in case you need to update standard service information from a segment or to get Misc segment info included in a voucher (in case Misc was booked after Hotel voucher generating). On pressing //‘Reload’// the custom text, inserted in the edit form manually will disappear, do not forget to copy it in advance. | ||
| + | * Saving of all the changed data is made on closing the form. | ||
