Clients Management
Adding a Сustomer / Supplier
First choose the tab You need
Then the list of existing Customers/Suppliers will be shown
To Add new Customer/Supplier press
And the interface for adding information will be available
Insert the necessary information
Choose the type of entry you are creating
Option to upload the logo
- Company name used for internal purposes
Official Customer’s/Supplier’s name to be used for documentation
Insert Main Customer’s/Supplier’s contact details
Choose the internal statuses of Customer/Supplier to be as additional information for users
Team and person working with this Customer/Supplier (if necessary)
Office who is working with this Customer/Supplier
Choose the default currency
Tick if this Customer/Supplier is a prospect only.
After main information is filled in, press to proceed with additional information and contacts adding.
To add Customer’s/Supplier’s full contacts, please kindly follow the instructions below
TABS
Tab Operational info
On this tab you can insert/find information for ops department such as
Ops notes
Ops contacts
List of aircrafts assigned (optional)
List of passengers (optional)
List of crew members assigned (optional)
Flight categories (for customers, optional)
Accounting tab is dedicated for internal accounting information (optional)
Sales and marketing tab is dedicated for social networks contacts and marketing information (optional)
Tab Additional
Customers
Suppliers
Customer’s short internal code to be used f.ex. in automatic flight No generation etc
Agreement number to be used for automatic agreements generation
Agreement number to be used for automatic charter agreements generation
Customer’s cargo code to be used for AWB management
- tick if this is an Intercompany
Period of Customers credit line
Sum of credit line in default currency
Customer’s bank guarantee sum
Bank guarantee is valid until
- IATA code of Supplier
- IATA code for CASS export/import
Documents tab
To add documents, please follow the instruction.