WEB TUTORIALS

Customer Profiles Create a New Customer Profile

Look Up and Edit Existing Customer Profile

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.

Create New Customer Profile

Select “Create” to create a new Customer Profile.

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.

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

Attach Document

Attach Document

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

Attach Document

The attached document will be visible here.

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.

Enter Card Information

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

Enter Card Information

Once the information is entered, select “Add To Profile”.

Add Aircraft

Insert information. Required information is denoted in red.

Once the information is entered, select “Add To Profile”.

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.

Customer Profiles Look Up and Edit Existing Customer Profiles

THE AVFUEL HUB

To begin, select “Customer Profiles” from the top navigation bar or the main menu button options.

Look Up Customer Profile

Select “View All” to see all profiles.

View All Customer Profiles

Select the desired customer profile from the search results by clicking “Select”.

Find a Current Customer Profile

To look up an existing profile, select the “Customer Lookup” button.

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.

Search Results

Select the desired customer profile from the search results by clicking “Select”.

Customer Profile Data

The general data stored in the profile is listed here.

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”.

Edit Customer Profile Data

To update the profile, select “Edit”. To delete the profile completely, select “Delete”.

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.

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”.

View or Edit Card Info

To view or edit the payment card information, select “Card Info”.

Card Info Screen

Payment card information is shown here.

Edit or Delete Card Info

To Edit the payment card information, select “Edit”. To delete the card completely, select “Delete”.

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.

Edit Card Information

To save the updated card information, select “Save”. To disregard the new card information, select “Cancel”.

Add Anther Payment Card

To add additional payment cards to the customer profile, select “Add Another”.

Add Another Payment Card

Enter the necessary card information. Once the card details are entered, select “Add To Profile”.

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”.

Edit or Delete Aircraft

To view or edit the aircraft information, select “Aircraft”.

Edit Aircraft

Click on the ‘+’sign next to the Tail No. on an existing aircraft.

Edit Aircraft

Click on the “Edit” button to edit aircraft information or select “Delete” to remove the aircraft.

Edit Aircraft

Edit the information as needed, then click ‘Save’ to save changes.

Return to Top Navigation Bar

Use the top navigation bar to return to other modules of the Avfuel Hub.