Customer Profiles. Create a New Customer Profile Look Up and Edit Existing Customer Profile

Transcription

1 WEB TUTORIALS

2 Customer Profiles Create a New Customer Profile Look Up and Edit Existing Customer Profile

3 THE AVFUEL HUB There are several way to search for and add a customer. Use the Lookup in the top navigation bar or the Quick Links menu on the right or select Customer Profiles.

4 Create New Customer Profile Select Create to create a new Customer Profile.

5 Enter Customer Data Enter the Customer/Company Name (required) and any additional data you would like to include in the profile. Be sure to use a name that is recognized by all staff members.

6 Attach Document To attach a document to the customer profile (such as a VAT form), select Document Management.

7 Attach Document The document must be previously saved to the computer. To upload it, select the file by clicking Choose File and click Attach.

8 Attach Document The attached document will be visible here.

9 Complete Customer Profile Once all customer data entry is completed, select Continue to enter payment card information. If no payment card information is needed, select Save & Close to complete the customer profile.

10 Enter Card Information If payment card information is available, enter the required card information to be saved to the customer profile.

11 Enter Card Information Once the information is entered, select Add To Profile.

12 Add Aircraft Insert information. Required information is denoted in red. Once the information is entered, select Add To Profile.

13 Complete Customer Profile The account customer profile is now created. From this screen it can be edited, updated or deleted. For instructions on this process, please continue in this section of the manual.

14 Customer Profiles Look Up and Edit Existing Customer Profiles

15 THE AVFUEL HUB To begin, select Customer Profiles from the top navigation bar or the main menu button options.

16 Look Up Customer Profile Select View All to see all profiles.

17 View All Customer Profiles Select the desired customer profile from the search results by clicking Select.

18 Find a Current Customer Profile To look up an existing profile, select the Customer Lookup button.

19 Enter Search Criteria When the search criteria is entered, select Search. Type the tail number, aircraft type, payment card number, customer name or city of the customer to begin the search.

20 Search Results Select the desired customer profile from the search results by clicking Select.

21 Customer Profile Data The general data stored in the profile is listed here.

22 View or Add a Document Any documents that have been attached can be viewed here. To open the document, select the PDF icon. To attach a new document, Click Attach Document.

23 Edit Customer Profile Data To update the profile, select Edit. To delete the profile completely, select Delete.

24 Edit or Delete Customer Profile Data Edits can be made to any of the data in the customer profile. Customer/Company Name is still required.

25 Edit Customer Profile Data Once the customer profile data has been updated, select Continue to view or edit the payment card data. If finished, select Save & Close.

26 View or Edit Card Info To view or edit the payment card information, select Card Info.

27 Card Info Screen Payment card information is shown here.

28 Edit or Delete Card Info To Edit the payment card information, select Edit. To delete the card completely, select Delete.

29 Edit Card Information Update the payment card information with the correct data. Other information can be can be added in the box under Notes. The card number cannot be edited.

30 Edit Card Information To save the updated card information, select Save. To disregard the new card information, select Cancel.

31 Add Anther Payment Card To add additional payment cards to the customer profile, select Add Another.

32 Add Another Payment Card Enter the necessary card information. Once the card details are entered, select Add To Profile.

33 Return to Customer Profile Once all cards have been added, return to the general information screen for this customer by selecting Account. All information will be saved. To return to the main Customer Profiles screen, select Save & Close.

34 Edit or Delete Aircraft To view or edit the aircraft information, select Aircraft.

35 Edit Aircraft Click on the + sign next to the Tail No. on an existing aircraft.

36 Edit Aircraft Click on the Edit button to edit aircraft information or select Delete to remove the aircraft.

37 Edit Aircraft Edit the information as needed, then click Save to save changes.

38 Return to Top Navigation Bar Use the top navigation bar to return to other modules of the Avfuel Hub.