Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision 		Previous revision
userdocs:travelwise:booking:flight:customer_identification [2013/06/19 08:40]
127.0.0.1 external edit 		userdocs:travelwise:booking:flight:customer_identification [2015/01/02 01:44] (current)
dokuwiki_sync
Line 3: Line 3:
 **To enable:** //Tools → Company Settings -> '​Settings'//​ tab //-> '​Customer Settings'//​ item //-> //check //'​CustomerIdentification'//​ control **To enable:** //Tools → Company Settings -> '​Settings'//​ tab //-> '​Customer Settings'//​ item //-> //check //'​CustomerIdentification'//​ control
  
-Customer Identification pops-up automatically when the passengers with common names have already bought trips and their profiles ​already ​exist in Travelwise and can be picked for a new Order creation.+//Customer Identification// pops-up automatically when the passengers with common names have already bought trips and their profiles exist in Travelwise and can be picked for a new Order.
 This saves much time and prevents from '​double'​ customer creation. This saves much time and prevents from '​double'​ customer creation.
  
-If this function is disabled and customer is uncertain from a PNR text, '​Search Customers'​ form becomes opened to define a customer for the newly created Order.+If this function is disabled and customer is uncertain from a PNR text, //'​Search Customers'​// form becomes opened to define a customer for the newly created Order.
  
-===== Conditions ​To Get '​Customer Identification'​ ===== +===== Conditions ​for '​Customer Identification'​ ===== 
-  ​- Missing customer information in a PNR. +  ​* Missing customer information in a PNR. 
-  ​- Customer with such ID does not exist in the program (see '​Customer ID' field at customer profile). +  ​* Customer with such ID does not exist in the program (see '​Customer ID' field at customer profile). 
-  ​- Customer with the same name (as the passenger'​s from a PNR) already exists in the program.+  ​* Customer with the same name (as the passenger'​s from a PNR) already exists in the program.
  
 +===== Interface =====
 +{{:​userdocs:​travelwise:​booking:​flight:​customer_identification.png?​nolink|}}
 +
 +===== Functionality =====
 +**1.   ​Previous travelers**
 +List of common passenger names related to the customers'​ profiles picked from the previously booked Orders.
 +Choose the right customer from the list and push '​Select'​ to attach the customer to the new Order.
 +
 +**2.  Customer Search**
 +Attach customer to the Order by //'​Select'//​ button or run //'​Advanced search'//​.
 +
 +**3. Create Customer**
 +Push to create a customer using passenger name details.
 +
 +===== Appendix =====
 **Examples of '​Customer ID' text in PNRs from different GDSs:** **Examples of '​Customer ID' text in PNRs from different GDSs:**
   * Amadeus - data from the field '​Amadeus Office ID of current owner of PNR': ​   * Amadeus - data from the field '​Amadeus Office ID of current owner of PNR': ​
Line 23: Line 38:
   * Sabre - field '​BOOKING AGENT LOCATION':​   * Sabre - field '​BOOKING AGENT LOCATION':​
 //​AA18JUN0924M0117 000927060 21049 6 HZNAAV 611111110000000001 5VU2 * KH// //​AA18JUN0924M0117 000927060 21049 6 HZNAAV 611111110000000001 5VU2 * KH//
- 
-===== Functionality ===== 
-**1.   ​Previous travelers** 
-List of common passenger names related to the customers'​ profiles picked from the previously booked Orders. 
-Choose the right customer from the list and press ‘Select’ to attach the customer to the new Order. 
- 
-**2.  Customer Search** 
-Attach customer to the Order by pressing ‘Select’ button or run ‘Advanced search’. 
- 
-**3. Create Customer** 
-Push to create a customer using passenger name details. 

Trace: