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To create a new client go to Admin > Clients > New Client. This first section is about client identification data.
- Code (Actor): customer identification alphanumeric code, with a maximum length of 12 characters. This is the first parameter required to log in to the system. It is recommended to choose a code that refers to the customer’s name. The existence of the code must be checked using the Control button, and the process can only continue after successful validation
- Office: (non-editable field, name of Tour Operator)
- Name
- Vat Number
- Recipient code
- Company Details
- Address
- Zip code
- Country: is the default country enabled for accessing the system
- City
- Telephone
- Fax
- Mobile phone
- Website
- Software House: informational data, shows the Client's software house.
This field must be configured: after creating a new Customer, go to Admin > Clients > Clients, search for the Customer, and click on the Customer name. You can then click the Software House button at the bottom of the page
Next, select the software house used by the Customer:
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If the required software house is not available in the list, you must request that it be added by submitting a support ticket - Fiscal code (if unknown, put decimal dot)
- Area
- Province
- Customer code in the accounting system: it allows the Tour Operator to enter into the TOWeRS system the same identification code used to register the Client in their accounting system
- Customer remarks: free text remarks dedicated to the Tour Operator only to specify internal notes about Client and never visible to Client
- Public remarks about the customer: free text remarks dedicated to the Tour Operator to specify notes about Client. The Tour Operator will be able to decide the Visibility public remarks about the customer in Configuration tab of the Client profile