Awery Documentation

Broker

Home→ HR→ Human Resources→ Employee Base

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  1. Click New to add an Employee


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       2.  Enter basic information (compulsory fields will be marked as red) 

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         3.  Select Employee Type "Broker"→ Click "Add person"  Снимок экрана 2019-01-09 в 17.51.46.png  to save

Make sure the Type field - Broker is selected, otherwise added Broker will not show up in the list of brokers


         4.  After a person is added scroll down→ Press "New Contact" (Broker's contact information will be indicated on the Charter Quote)

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          5.  Enter all required details→ Press "Add" button

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a. Tick "Default for country" etc. to link the Broker to definite Country, Airport.

b. Scroll down to add more fields in contact information→ Press "Plus"

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          6. To update any information click on the Contact→ Press "Edit contact"→ Enter changes→ Press "Update"

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