Navigating the Customer Manager Tab, Rev 01.07.2024 

1. When you log into FBOLinx, you will be directed to the Dashboard. Click the Customer Manager tab. See Screenshot A. 
   
2. You will see a table that looks similar to the one in Screenshot B.  
   
1. This table is a list of all of the customers within the FuelerLinx network, and your unique FBOLinx network. 
   
2. The columns in the Customer Manager section are: 
   
1. Company 
   
2. ITP Margin Template. This is the pricing assigned to that specific operator. 
   
3. Pricing Formula. This is the pricing formula you’ve assigned to that operator. (Cost + or Retail –) 
   
4. All-In. This is the out the door price assigned to that flight department. 
   
5. Tags. You can assign tags to flight departments to help you categorize them. For example, many FBOs will create a “Base Tenant” tag to highlight what operators are based at their FBO. 
   
6. FuelerLinx Network. “Yes” means that that flight department is a FuelerLinx customer. “No” means that they’ve either canceled their FuelerLinx account, or you’ve added that flight department to your FBOLinx account. 
   
7. Fleet Size. How many aircraft are in that flight operator’s fleet. 
   
8. Fuel Vendors. The fuel vendors that that flight department uses.  
   
9. Certificate Type. 91 or 135.  
   
10. Customer Type. Base, Transient, etc... 
3. NOTE: You can filter each column using the three dots on the right side of each column
   
4. You can also “stack” your filters. (For example: you can search for Part 135 Operators, who have a fleet size of 25+ aircraft, and who use World Fuel as a fuel vendor.) 
   
3. The most important aspect of the Customer Manager section is assigning ITP Margin Templates to specific customers.
   
1. To do this click the chevron in the “ITP Margin Template” column and select the ITP Margin Template you want to assign to that specific operator. 
   
2. You can also “Bulk Update Templates,” meaning that you can assign a single ITP Template to multiple operators in a couple clicks.  
   
1. To do this, click the “Select All” box in the top left corner. Next, select the “Bulk Update Margin Template” dropdown. Choose the template you wish to assign to these flight departments.  
   
2. NOTE: You can "bulk update” pricing based on the filter parameters you choose. 
   
3. See Screenshot C. 
   
4. You can also use the search bar to search for a specific operator, tail number, and more. See Screenshot D. 
   
5. To add customers that aren’t in the FuelerLinx network to your FBOLinx network, click the blue “Add New” button in the upper righthand corner. Input the information outlined in Screenshot E.  
   
1. NOTE: These aircraft will say “NO” in the FuelerLinx network column of your Customer Manager section, and will show up as orange icons in your Flight Watch section. 
   
6. You can also search within the FuelerLinx Network by tail number. To do this, click on the “Aircraft” tab. Then use the search bar circled in Screenshot F. 
   
7. If you click on a specific customer, you can see all sorts of useful information specific to that flight department such as customer details, number of aircraft in their fleet, customer analytics, and more! 
   
1. See Screenshot G 

Screenshots Referenced 

Screenshot A: 

Screenshot B: 

Screenshot C: 

Screenshot D: