Question 1

What's new with Ezus in 2022?

Accepted Answer

Have you missed an improvement in the software? Find here all the new features of the last months. 💻

Q: Steps Catalog

<h3 id="howtosaveanduseyoursteps">How to save and use your steps?</h3> When creating your programme, adding stages to your project is inevitable! To save time and efficiency, you can save your accommodation, transport and activity stages (including images, descriptions and products) in a catalogue to be used in all your future projects. After creating your stage, you can register it directly via your catalogue using the icon: <img src="https://storage.crisp.chat/users/helpdesk/website/6ce427f20b1dc000/capture-decran-2022-03-09-a-16_1857m7s.png" alt="" /> Finally, go to your stage catalogue afterwards! <img src="https://storage.crisp.chat/users/helpdesk/website/6ce427f20b1dc000/capture-decran-2022-03-09-a-16_1xsaip7.png" alt="Steps Catalog" /> <img src="https://storage.crisp.chat/users/helpdesk/website/6ce427f20b1dc000/capture-decran-2022-03-09-a-16_15xzcge.png" alt="" /> Then you can retrieve all your Steps, add new and modify them directly in the "Programs" page. To go further : <a href="/en/article/sample-project-sample-steps-qwln7p/">Steps Samples</a> || A step has or not an hour schedule so that it could form your day/program. It can have or not some products that will apply prices. Sometimes a step can work as a "package".

In decreasing chronological order, here are the latest news on Ezus software to discover directly by logging into your account:<

April 2022

In video 🎥 : ${frame}April video

What happen in April on Ezus 🐟 ?

The ${color}[#d1297a](Payment Link) has made his entrance on Ezus ! You can add it on your ${color}[#d1297a](Client Space) in addition of your final proposal. Nevertheless his activation requires a small procedure. Read Activate the Payment Link for more informations.
You can now ${color}[#d1297a](assign an object to a visual slide template) (product/ supplier/ package) from your Gallery of Slide . Follow this article for more informations ➡ Assign a same slide template for all your products
After the release of the Steps Catalog, here the ${color}[#d1297a](Days Catalog) to save specific days of a project and assign them to another ! - Here the article Days Catalog
You can now edit the 3 icons Planning with your own. Go to ${color}#d1297a of your Programm, and double-click on the icon to change the image.
${color}[#d1297a](The title and the Favicon) of the documents links are now e

Question 2

What do I fill in my Settings to get started?

Accepted Answer

Here is a reminder of the information to be filled in as a priority for your use of Ezus.

First, go to your Settings tab by clicking on the wheel in the top right corner:

From the Properties tab:

Set Default VAT Rates & Margin. Your rates will be reused by default in all your future creations of products or categories (see How to classify my Services?).
Validate your statuses by modifying them if needed (see How can I customize my statuses?).

From the Budget tab :

You can choose default Fees / Discounts that will be automatically filled in the Program and Quotation tab for your next Projects. You will always be able to modify them on the Project.
Set your default VAT Regime. If you are still unsure about your default VAT regime, read the Ezus blog article: How to manage the VAT of a travel and/or event agency? You can always modify it on the project and/or product by product in your Project Schedule.
Also choose a default currency that can then be modified if needed in your Project and/or Products.

From the Company tab :

Fill well all this information which could be automatically inserted in your Travel Proposals, your Quotations or in your Cu

Question 3

How and what data can be imported into Ezus?

Accepted Answer

Benefit from an Accompaniment in the configuration of your Ezus Account thanks to the Data Import!

When starting with Ezus, it is not necessary to start from scratch. It is possible to integrate data at startup to find them directly on your account.

💻 What type of data can I import in bulk?

Information Clients (Name, Address, Type, Addresses, Info, Contacts, Logo, Tags …).
Supplier information (Name, Address, Type, Addresses, Info, Contacts, Logo, Tags, Website, Capacity, Description text, Categories, Destinations …). For Categories and/or Destinations classification, please refer to this Article for more info.
Information Products (Quantities, Prices, VAT, Tags, Destinations, Categories, Description text …), . You can link them to existing suppliers or packages.
Special rates: flat rate or seasonal. For seasonal rates: ideally in the form of dates (xx/xx/xxxx - xx/xx/xxxx) or in the form of period ("high season summer") if they are variable. You can specify if it is recurrent from one year to another. For flat rates: specify the quantity levels.
Images with their caption/title and if they are linked to a specific object in the catalog (supplier/product/package/destination name).
Presentation visuals (Powerpoint doc or Google Slide) with the object they are linked to.
Your Projects (Title, Number of Pax, Dates, Destinations, Reference, Nam

Question 4

Get inspired and use the designs from the Template Gallery

Accepted Answer

Need some inspiration for your travel documents?

We let you know everything about our models gallery for stunning visuals!

Let's begin ! Go to ${color}#d1297a** where you'll see all your saved models ⬇

The saved models are the templates which will be used during the generation of documents. You can create your own visual from scratch or you can access to our models gallery where various templates are ready to use and waiting to be customized with your own color !

To access, click on ➕ ${color}[#d1297a](Models gallery) to see this page ⬇

|| 💡 You can filter your search in the red frame. You will easily find differents types of models depending on his language (FR, EN or SP), his layout ( Portrait/Landscape) or document type. The filters about the language and the document layout are applied by default according to your account settings. If you want to change it, go to your ${color}#d1297a within your ${color}#d1297a like below ⬇

You have then a small panel of models good to go ! We will gradually load more models into this gallery (proposal, roadbook, travel book) so stay tuned!

After choosing one of them, a small description page will appear l

Question 5

Users' management and rights

Accepted Answer

|| You can directly invite your colleagues while assigning them different access rights.

What roles can my users have?

Because we know that you work with a variety of people, recruit on a short-term basis, and your data is valuable, we've created a number of profiles for you.

1.  The **Super-Admin** 🐯

They can do anything.

They manage the team on the company's collaborative space. They manage the subscription plans.

2. The Administrator 🐶

Just like the Super-Admin, they can manage administrators/users/collaborators by changing their roles and/or deleting them from the workspace (with the exception of the Super-Admin, who owns the corporate account).

| Particularly suitable for Associates, Full Time Resources.

3. The User 🐭

Conversely, the User cannot do everything.

For example, it is impossible for them to ⛔️:

Export Projects, Clients/Suppliers, Products/Prices.
Manage Invoicing.
Manage Team Roles.
Modify company information (Address, IBAN, VAT etc…).

| Suitable for work-study students, trainees or part-time employees.

4. The Employee 🐵

The Collaborator has the same rights and prohibitions as the User. They status is meant to be minimal in order to intervene only on their files and to benefit from the team's templates and automations.

It is therefore also impossible for them to ⛔️:

Modify Categories and Destinations.
Modify Property Settings.
Assign Pro

Question 6

Steps Catalog

Accepted Answer

How to save and use your steps?

When creating your programme, adding stages to your project is inevitable! To save time and efficiency, you can save your accommodation, transport and activity stages (including images, descriptions and products) in a catalogue to be used in all your future projects.

After creating your stage, you can register it directly via your catalogue using the icon:

Finally, go to your stage catalogue afterwards!

Steps Catalog

Then you can retrieve all your Steps, add new and modify them directly in the "Programs" page. To go further : Steps Samples

|| A step has or not an hour schedule so that it could form your day/program. It can have or not some products that will apply prices. Sometimes a step can work as a "package".

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