Partners in the Lemax system are divided into 4 levels: Customers Travel agents Suppliers Passengers NOTE: Customers are B2C partners, travel agents are B2B partners, suppliers are providing an agency with products and passengers are people that are traveling with an agency. One partner can be customer, travel agent and supplier at the same time.
Follow next steps in order to add a new Partner to the system: Choose Partners → Customers/Travel agents/Suppliers from the main menu. Click New customer/travel agent/supplier button above the grid. The New person window will appear. In the General field choose whether the customer is person or company. Fill other details (fields are not mandatory). NOTE:[…]
Click Partners → Customers/Travel agents/Suppliers from the main menu. Find the partner you want to edit or delete. Double click a row in the grid or click the Edit/Delete button. Change partner’s data. Click OK to save the change.
In the Lemax you can define your own parameters by using custom fields. Custom fields on partners (customers/travel agents/suppliers) will enable you to find them easier and under specific parameter you define. Go to Partners > Customers,Travel agents or Suppliers In a list Partners choose one and click on Edit. Click on a tab Custom[…]
By adding custom fields on passengers you can define your own filter parameters and find passengers that correspond to defined parameters. By using it you can fasten your search. Go to Partners > Passengers In a list Passengers choose one and click on Edit. Click on a tab Custom fields. Add New custom field create new[…]
Choose Partners → Customers from the main menu Enter the chosen Partner and edit it. In General tab choose a currency from the drop-down list that will be associated with that customer. NOTE: When making a reservation you will see that once you enter the name of the customer for which you defined currency, system will automatically take that[…]
Lemax users can’t be just deleted, they must remain somewhere in the system. In case you have created a user with the wrong email it can be confusing when you create a new one with correct email. Therefore, you can create a user recycle bin. What you need to do is create a new Partner,[…]