====== Customer ====== Customer is //[[userdocs:travelwise:data_loading:customer#Create| created]]// and edited in its profile form. ===== Navigation ===== Basic options for working with the customer. ^ Function ^ Action ^ Comments ^ |**Create** | |See [[userdocs:travelwise:data_loading:customer#Create|mandatory customer profile information.]] | |**Search** | |Or by [[userdocs:travelwise:getting_started:searches:quick_search|'Quick Search']] (prefixes //'?'// - by name, //'+'// - by phone, //'%'// - fee by name in 'read only' mode), via [[userdocs:travelwise:getting_started:searches:quick_launch_panel|'Quick Launch Panel']]. | |**Save in Order** |Customer: push //'Save into new Order'// button |Function is available for initial saving and can not be repeated for the same customer. | |**Attach to Order** |Main Menu: //Order → New// ('Ctrl'+'O'), push //'Search Customer'// button. [[userdocs:travelwise:getting_started:order|Read more...]] |Search window pops-up automatically when book from the search rates forms. | |**Replace in Order** |Order: push 'magnifier' icon from the right side of the customer. |Changing to another customer is not allowed after invoice issue within the Order. | |**Delete** |Customer: mark //'Locked'// in the //'Customer'// tab of the profile. |It is not allowed to delete the customer completely since there are lots of relations kept in the system. The good point is that the locked cutsomer can be activated back by unlocking it. | ==== Read More ==== * [[userdocs:travelwise:booking:flight:customer_identification|Customer Identification]]; * [[userdocs:travelwise:documents_management:invoice|Invoice Issue]]; * [[userdocs:travelwise:finance:customer|Customer Finance & Accounting]]; * [[userdocs:travelwise:reporting:customer_reports|Customer Reports]]. ===== Create ===== In a 'Customer' profile fill in the below mandatory fields and push //'Save'// ('Alt'+'S') or //'Save into new Order'// button. * Name; * Street address; * Zip code; * City; * Country; * E-mail (//can be changed to optional by unchecking 'Tools → Company Settings → Settings → CustomerSettings → CustomerObligatoryEmail'//; * Customer Type (//‘multiple’ choice mode is set by default, but it can be changed to ‘the only one’ by enabling: Tools -> Company Settings -> Settings -> Customer Settings -> AllowOneCustomerTypeOnly//). Default //country, currency// and //customer type// are autocompleted on new customer creation depending on corresponding settings defined on a Brand level. ===== Customer Profile Overview ===== ==== 'Customer' tab ==== {{:userdocs:travelwise:data_loading:customer_cus.png?nolink|}} === Main === ^ Control ^ Description ^ Comments ^ | Title | Set in front of the customer name in all the documents issued for a client. Used mainly in Germany and Austria. | [[userdocs:travelwise:data_loading:general_data:customers#titles|List of titles]] can be changed in //'Tools → General Data → Customers → Titles'.// | | Business model | Used to define [[userdocs:travelwise:calculations:vat:to_make_automatic_vat#ii_business_model_selected_in_a_customer_s_profile|automatic VAT rule]]. | | | Name | Customer name or agency title. | | | Birthdate | Required for specific services booked outside Travelwise. | | | Organization number | | | | Tax No | | | | Customer ID | Number to identify the customer (also in a PNR). | Assigned automatically on customer creation. | | Locked | Disable the customer and hide it from the relevant lists. | | | Invoice in default currency | Becomes set by default. | Can not be changed after the customer creation. | | Invoicing currency | Custom invoicing currency can be set if the above //'Invoice in default currency'// setting is not enabled.| To activate enable: //Tools -> Company Settings -> Finance -> Allow MultiCurrency Invoicing//| === Address === * **Street address** - street name; * **ZipCode** - insert to autocomplete the city region name, [[userdocs:travelwise:data_loading:general_data:geo_places#postal_data|the list]] is controlled in 'Tools → General Data → Geographic Places → Postal Data'; * **City** - can be set manually or automatically based on a zip code; * **Country** - the travel agency home country is set by default. === Contacts === * **Phone 1;** * **Phone 2;** * **Mobile;** * **Fax;** * **Att. phone;** * **Att.;** * **E-mail;** * **WWW.** === Passengers === //Copy: Amadeus, Worldspan, Customer.// Information inserted in the grid can be used for a booking in GDS. === Additional information === The settings are used as default in 'Print/E-mail Options' in invoice. * **Itinerary by e-mail (pdf, rtf);** * **Individual Itineraries;** * **Invoice by e-mail;** * **E-ticket by e-mail;** * **XML invoice by e-mail;** * **XML E-ticket by e-mail;** * **IATA No.** === Full address === 'Read only' field, displaying all address fields together the same way as it can be copied and printed in envelope. === Customer types === The setting is used for reporting purposes [[userdocs:travelwise:data_loading:general_data:customers#types|The list]] can be edited in 'Tools → General Data → Customers → Types'. ==== 'Finance Info' tab ==== {{:userdocs:travelwise:data_loading:customer_fin.png?nolink|}} === Finance information === * **Credit Card No** - number taken in invoice in case it is missing in a PNR; * **Expiry date;** * **Fin. account;** * **VAT No;** * **Multi account report** - enables the customer in 'Finance → Multiple Customer Accounts'; * **Blocked for invoicing** - unlike 'Locked' setting keeps customer available for Order creation and offers issue, but not for invoicing; * **Acc. e-mail** - the e-mail is taken in 'Finance → Multiple Customer Accounts'; * **Credit max** - maximum unpaid invoices total, prohibits invoices for all user rights except 'Administrator' and 'Super User' ([[userdocs:travelwise:getting_started:user_management|details]]); * **Credit warn;**// - not in use// * **Credit stop;**// - not in use// * **Inv. copies to be printed;** * **Print Giro.**// - not in use// === Bank information === * **Bank name;** * **Bank address;** * **SWIFT;** * **IBAN;** * **Bank acc.;** * **Alt. acc.** === Special information === * **Payment term** - the term applied in invoicing, in case of 'Credit Card' the CC number is required; * **Has security fund** - set for 'Security Fund' report; * **Show price on PNR;**// - not in use// * **Allow web access (login/password);**// - not in use// * **Default discount;** * **Start saldo** - set if the customer has already got some saldo at the moment of its profile creation in Travelwise; * **Reference number;** * **Nordea customer No** - used for export to finance in 'Nordea' format; * **Nordea corporate travel account** - used for export to finance in 'Nordea' format. ==== 'Features' tab ==== {{:userdocs:travelwise:data_loading:customer_fea.png?nolink|}} === Customer codes === Customer codes in different booking systems. [[userdocs:travelwise:data_loading:general_data:customers#code_types|The list]] can be edited in 'General Data'. === Supplier with Unmatched Hotels === A list of allowed suppliers for booking on Web, with commission value (for Expedia). Possibble to seleсt twice one supplier. If customer does not have this, it does not get Expedia rates in FW search. Suppliers list is limited to suppliers with //bookOnWeb// function (Expedia at the moment). If customer got no line for Expedia, it does not get Expedia BookonWeb rates in FW or TW. Otherwise this value is used when agent net price is calculated by deducting %. //For example, if xml price is 1000 and commission is 6%, then agent net is 1000*(100 - 6%) = 940. Agent sell is 1000.// This overrides settings in FW which are used to calculate agent sell from agent net for matched hotels. === Related suppliers === === System access === === Internal remarks === Remarks related to the Customer. Automatically become attached to the Order for this customer. ==== 'Promotions' tab ==== {{:userdocs:travelwise:data_loading:customer_pro.png?nolink|}} === Customer promotions (Where did customer find us?) === 'Free text' information. ==== 'Fees' tab ==== {{:userdocs:travelwise:data_loading:customer_fee.png?nolink|}} === Handling Fee === Farewise.dk travel agents handling fees for their clients. Available in invoice at 'Handling Fees' tab. === Product discounts === Product discounts set for the certain products invoiced for the customer. === Farewise flight fares === Rules set for farewise.dk agents. === Hotel fare calculation === Rules set for farewise.dk agents. ==== 'Documents' tab ==== {{:userdocs:travelwise:data_loading:customer_doc.png?nolink|}} Any documents related to the current customer. ==== 'Info' tab ==== {{:userdocs:travelwise:data_loading:customer_inf.png?nolink|}} Any additional information about the customer in a 'free text' format. ==== 'History' tab ==== {{:userdocs:travelwise:data_loading:customer_his.png?nolink|}}