Documentation · All products
Version 2026.09

Pipeline Software Documentation

All the manuals for our products in one place. Choose a product or a manual from the index or the cards.

Documentation

All products

Each product has its own manuals, step by step and with recreations of its screens. Open a product to see all its guides. Manuals that are not yet translated are shown in Spanish.

Product

Email

Product index: in Spanish.

Product

Orbis Booking

Product index: in English and in Spanish.

Product

Orbis Corporate

Product index: in English and in Spanish.

Product

Orbis Hoteles Pro

Product index: in Spanish.

Product

Orbis Portal

Product index: in English and in Spanish.

Content (CMS)Banner managementCreate, schedule and remove promotional banners for the Home page, Offers or specific pages. Content (CMS)Dynamic contentInsert offers, tours, hotels, search engines, maps and other blocks that update themselves. Content (CMS)Page managementCreate and maintain the website's pages in all their languages, with their URL, SEO and visibility. Content (CMS)Web builderLay out pages by dragging sections, columns, images and widgets, and choose whether the website shows the editor or the builder. Content (CMS)Offer managementPublish, schedule and import offers with their price, dates and destinations. Content (CMS)Carousel managementCreate image carousels for the Home page, offers or any page, with texts and buttons per language. Content (CMS)Website main menuBuild the menu for each language with its links and dropdowns, and reorder it by dragging the items. Content (CMS)Destination managementCreate the page for each destination with its texts per language, image, location and SEO. Content (CMS)POPup promotionShow a pop-up window with your campaign, its dates and how often it is repeated. Content (CMS)Catalogues and brochuresPublish PDF catalogues and their brochures, with validity dates, tags and destinations. Content (CMS)Map managementCreate maps with your points of interest, their position and their details in each language. ProductTour managementPublish each tour with its page per language, dates and options, and its destinations and itineraries. ProductTour itinerariesWrite the day-by-day programme of each departure and then link it from the tour page.
Product

Orbis Web

Product index: in English and in Spanish.

Entry panelMain menu and widgetsFind your way around the Orbis Web menu and read the Entry panel widgets: production, collections, payments, cash desk and upcoming trips. ConfigurationInitial agency setupGet a new agency ready: tax details, email, invoice series, accounting, banks, users and permissions, GDS, train and wholesaler captures, and SES Lodging submissions. ConfigurationBanks, cards, payments and emailSet up one bank per currency, add card types, configure the AMEX link and payment methods, upload templates such as the travel contract and get each user’s email ready.Video ManagementCustomersRegister your customers, set up their credit and invoicing, and reach their files, collections, documents and messages from their record. ManagementSuppliersRegister suppliers and creditors, complete their record and create their products with automatic setup, with margins and taxes ready for your files. ManagementFile budgetsFind budgets, create a new one with its holder, dates and destination, and turn it into a file. ManagementFilesFind and filter files, create a new one and manage its record: holders, passengers, services, collections, invoices and delivery notes. ManagementCreating services in a fileAdd services to a file by capturing the booking (P), from the PNR (P+) or manually in seconds with quick entry (R+).Video ManagementDirect payment in filesMark the services the client pays straight to the supplier and generate the agency’s commission service in two clicks.Video ManagementPNR captures and automatic creationTurn GDS PNRs, train tickets and bookings from wholesalers and Orbis Hoteles Pro into files and services without retyping them, and set up suppliers and products so they arrive correctly. ManagementGroup budgetsWork out the price of a group trip: add its costs, apply your margin and get the price per place; then turn it into a group. ManagementGroupsManage each group trip: customer bookings, supplier services, places, passengers and profit and tax reports. ManagementOrbis PayCollect payment for a file with a payment link (card, Bizum or bank transfer): set up the virtual POS, send the link and let Orbis Web record the collection and its journal entry. ManagementCurrenciesSell and buy in other currencies: exchange rate tables, the file’s sales currency, each service’s cost currency and the euro equivalent.Video InvoicingCommission invoicesBill your suppliers the commission they owe you: create the invoice, load the services from your files or add them by hand, and issue it. Payment ManagementDynamic CardsPay each supplier with a single-use virtual card, record it in the file and reconcile the charges with the statement. Payment ManagementPrepaymentsCreate, review and follow up the prepayments of your files, including the ones Orbis Web creates automatically when a service is paid with a corporate card. ReportsProduction reportsSales, cost, margin and collections by customer, seller, branch, supplier and destination: which date each report uses, how to filter it and how to export it to Excel.Video ReportsCustomer BalanceCheck the invoices and collections that make up a customer's balance, open the source file of any line and export the result to Excel or PDF. ReportsSupplier BalanceFilter by supplier, branch and dates, check each supplier's documents and amounts, and export the result to Excel or PDF. ReconciliationsCorporate card reconciliationImport your AMEX or Visa card statement, match each transaction to its bank document and generate the journal entries once everything balances.Video ReconciliationsBSP reconciliationConvert and import the BSP settlement, match it against the tickets in Orbis Web, balance the differences, enter ACMs and ADMs and close the payment in Ticketing Control.Video ReconciliationsRenfe reconciliationImport the Renfe settlement in TXT, match it against the train tickets in Orbis Web, balance the differences, enter the commissions and close the payment in Ticketing Control.Video IntegrationsClientify integrationSync customers between Orbis Web and Clientify, register contacts as customers and check the Clientify log. IntegrationsCapData extensionSend bookings from Vueling and other validated websites to Orbis Web from the browser extension, without retyping them, and create or complete the file.
Documentation

All manuals

ManualProductLanguagesEdition
Setting up email accountsEmailEspañolVersion 2026.11 · November 2026
Group departure itineraryOrbis BookingEnglish · EspañolVersion 2026.10 · October 2026
Guide assignmentOrbis BookingEnglish · EspañolVersion 2026.10 · October 2026
Customer areaOrbis CorporateEnglish · EspañolVersion 2026.09 · September 2026
Users and reportsOrbis CorporateEnglish · EspañolVersion 2026.10 · October 2026
User manualOrbis Hoteles ProEspañolVersion 2026.09 · September 2026
Automatic access from your website (API)Orbis Hoteles ProEspañolVersion 2026.11 · November 2026
Banner managementOrbis PortalEnglish · EspañolVersion 2026.09 · September 2026
Dynamic contentOrbis PortalEnglish · EspañolVersion 2026.09 · September 2026
Page managementOrbis PortalEnglish · EspañolVersion 2026.09 · September 2026
Web builderOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
Offer managementOrbis PortalEnglish · EspañolVersion 2026.09 · September 2026
Carousel managementOrbis PortalEnglish · EspañolVersion 2026.09 · September 2026
Website main menuOrbis PortalEnglish · EspañolVersion 2026.09 · September 2026
Destination managementOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
POPup promotionOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
Catalogues and brochuresOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
Map managementOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
Tour managementOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
Tour itinerariesOrbis PortalEnglish · EspañolVersion 2026.10 · October 2026
Main menu and widgetsOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Initial agency setupOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Banks, cards, payments and email VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
CustomersOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
SuppliersOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
File budgetsOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
FilesOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Creating services in a file VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Direct payment in files VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
PNR captures and automatic creationOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Group budgetsOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
GroupsOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Orbis PayOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Currencies VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Commission invoicesOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Dynamic CardsOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
PrepaymentsOrbis WebEnglish · EspañolVersion 2026.11 · November 2026
Production reports VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Customer BalanceOrbis WebEnglish · EspañolVersion 2026.11 · November 2026
Supplier BalanceOrbis WebEnglish · EspañolVersion 2026.11 · November 2026
Corporate card reconciliation VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
BSP reconciliation VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Renfe reconciliation VideoOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
Clientify integrationOrbis WebEnglish · EspañolVersion 2026.09 · September 2026
CapData extensionOrbis WebEnglish · EspañolVersion 2026.10 · October 2026
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