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--- userdocs:travelwise:data_loading:customer [2015/12/07 03:45]
dokuwiki_sync
+++ userdocs:travelwise:data_loading:customer [2016/09/20 05:01] (current)
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@@ Line 1: / Line 1: @@
 ====== Customer ======
-Customer profile is set in a separate //[[userdocs:travelwise:data_loading:customer#Create|'Customer']]// form.
+Customer is //[[userdocs:travelwise:data_loading:customer#Create| created]]// and edited in its profile form.
 ===== Navigation =====
@@ Line 29: / Line 29: @@
 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.
-{{ :userdocs:travelwise:data_loading:customer.png |}}
 ===== 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'.//        |
+| 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]]. |       |
+| 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.      |         |
+| Name    | Customer name or agency title.      | |
-| Birthdate    | Required for specific services booked outside Travelwise.      |         |
+| Birthdate    | Required for specific services booked outside Travelwise.      | |
 | Organization number    |        |         |
 | Tax No    |        |         |
@@ Line 46: / Line 47: @@
 | 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'/       |
+| 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 ==
+=== 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';
@@ Line 86: / Line 87: @@
 ==== '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;
@@ Line 119: / Line 121: @@
   * **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.
@@ Line 145: / Line 154: @@
 ==== '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|}}

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