This is an old revision of the document!

Table of Contents

Customer

Customer profile is set in a separate 'Customer' form.

Basic options for working with the customer.

Function Action Comments
Create
  • Main Menu: Master Entry -> Customer;
  • Main Menu: Search -> Customers ('Ctrl'+'Shift'+'C') -> New customer;
  • Customer: push 'New' button ('Ctrl'+'N');
See mandatory customer profile information.
Search
  • Main Menu: Search -> Customers ('Ctrl'+'Shift'+'C');
  • Customer: push 'Open' button ('Ctrl'+'O').
Or by 'Quick Search' (prefixes '?' - by name, '+' - by phone, '%' - fee by name in 'read only' mode), via '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. 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

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

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. List of titles can be changed in 'Tools → General Data → Customers → Titles'.
Business model Used to define 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.

Trace: • Customer