Customer's Interior Page

Accessing the Customer's Interior Page

Navigate to the Contractors section and under Clients Section click the “Customers” Button.

1. Main Info Tab

• Primary Info: Fields for main details like Main type, Parent, Booking type, Source, Office, Status, Marketing status, Payment type, and more.

• Company Info: Fields for Company name, Principal owner, Industry, Address, Phone, and more.

• Custom Code: Generate a unique customer code with the Generate Customer Code Number button.

• Additional Fields: Options for Fax, Mobile, Website, Notes, and other extended customer details.

2. Contacts Tab

• Add Contact: Click + New Contact to create new contact details.

• Contact Data & Additional Fields: Tabs for basic contact details and additional data, including team and airport links.

3. Linked Customers Tab

• Child Customers: Displays child customers linked to the main customer.

4. List of Aviation Staff Tab

• Aviation Staff List: Shows aviation staff related to the customer.

5. Customer Preferences Tab

• Preferences: Lists customer preferences if linked.

6. Mail Tool Tab

• Mail History: Shows emails associated with the customer.

7. Activities Tab

• Activity Log: Lists all customer-related activities.

8. Operational Info Tab

• Flight Details: Select Flight Category and Notes fields for operational details.

9. Passengers Tab

• Passenger Management: Add or manage passengers associated with the customer.

• Clone or Move Passengers: Duplicate or transfer passengers to other customers.

10. External Links Tab

• External IDs: Input fields for linking external company or customer IDs.

11. Accounting Details Tab

• Billing and Payment: Input for billing name, credit terms, and finance comments.

12. Bank Accounts Tab

• Bank Details: Displays bank accounts linked to the customer.

13. Accounting Codes Tab

• Codes Management: Fields for setting company, bank, and currency codes.

14. Sales and Marketing Tab

• Social Media & Key Info: Includes fields for social media links, key decision-makers, and marketing details.

15. Flights Tab

• Flight Records: Lists customer-linked flights.

16. Services Tab

• Service Records: Displays services associated with the customer.

17. Enquiries Tab

• Customer Inquiries: Lists inquiries linked to the customer.

18. AWBs Tab

• AWB Records: Shows Air Waybills (AWBs) connected to the customer.

19. Cargo Quotes Tab

• Cargo Quotes: Lists quotes associated with customer shipments.

20. Stock AWBs Tab

• AWB Stock: Lists stock AWBs related to the customer.

21. Agent Rates Tab

• Rate Management: Allows setting agent rates with options for weight, percent, and notes.

22. Currency Rates Tab

• Currency Setup: Define currency rates relative to the customer.

23. Fuel Rates Tab

• Fuel Management: Lists fuel rates linked to the customer.

24. Documents and Special Documents Tab

• Document Management: Fields to add and manage customer-related documents, with validation dates and attachment options.

25. Guarantee Documents Tab

• Guarantee Management: Track guarantee-related documents, including expiration alerts.

26. Statements Tab

• Financial Statements: Lists customer financial statements.

27. Bookings Tab

• Booking History: Lists customer bookings.

28. Discounts Tab

• Discount Rates: Define customer-specific discounts.

29. Jobs Tab

• Job Records: Lists jobs associated with the customer.

30. Usage Tab

• Activity Overview: Shows recent activity across various categories.

31. Change Log Tab

• User Activity Log: Tracks user activities related to the customer.