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Overview

ICL Cotizaciones manages two types of clients with distinct roles in the quotation workflow. The client management system tracks contact details, assigns sales representatives, and links clients to commercial agreements.

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Client Types

FFWW

Freight Forwarders who request quotes and manage logistics. These are your direct clients who receive quotations.

Final

End Customers who are the ultimate recipients or shippers of cargo. Referenced in quotations as the final client.

Both

Clients that operate as both FFWW and end customer. Can be selected in either role during quotation creation.

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Creating a Client

1

Access client management

Navigate to Maestros → Clientes (admin only) or click Crear cliente from the quotation form.
2

Enter client details

Tab: Datos del Cliente
  • Razon Social (Legal name): Official business name (required)
  • CUIT/RUT (Tax ID): Tax identification number
  • Telefono: Contact phone number
  • Email: Primary email address
  • Tipo de Cliente: Select FFWW, Final, or Both (required)
  • Comercial: Assigned sales representative
  • Activo: Enable/disable client (default: active)
3

Configure commercial agreement (optional)

Tab: Acuerdo ComercialSet up pricing terms and fees specific to this client relationship. See Commercial Agreements for details.
4

Save client

Click Guardar to create the client record. If created from quotation form with returnTo=cotizacion parameter, you’ll be redirected back to the quotation with form data preserved.

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Client Type Workflow

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FFWW Clients in Quotations

When creating a quotation:
  1. Cliente FFWW field shows only clients with client_type = "FFWW" or "Both"
  2. Selecting a FFWW client automatically loads their commercial agreement (if configured)
  3. For admin users, if the client has an assigned user_id, it auto-fills the Comercial field
  4. Non-admin users only see clients assigned to them (user_id matches session user)

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Final Clients in Quotations

  • Cliente Final field shows only clients with client_type = "Final" or "Both"
  • This is an optional reference field
  • Also accepts free-text input for ad-hoc end customer names
  • Used for tracking ultimate consignee/shipper

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Sales Representative Assignment

Admin Assignment

Admin users can assign any sales representative to a client via the Comercial dropdown.This determines:
  • Which non-admin user can view/edit the client’s quotations
  • Default sales rep when admin creates quotes for this client

Non-Admin Access

Commercial users (non-admin) only see clients where user_id matches their user account.They cannot reassign clients to other sales reps.

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Client List View

The client management page displays:
  • Razon Social: Legal business name
  • CUIT/RUT: Tax identification
  • Tipo: Client type badge (FFWW, Final, Both)
  • Comercial: Assigned sales representative name
  • Contacto: Phone and email
  • Estado: Active/Inactive status

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Actions

  • Edit: Click pencil icon to modify client details and agreement
  • Delete: Remove client (admin only, requires confirmation)
  • Search: Filter clients by name or tax ID
  • Filter by Type: Show only FFWW, Final, or Both clients
  • Filter by Comercial: Show clients assigned to specific sales rep

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Access Control

OperationAdminCommercial User
View all clients✓Only assigned clients
Create client✓✗ (403)
Edit any client✓✗ (403)
Delete client✓✗ (403)
Assign sales rep✓✗
View in quotationsAll clientsOnly user_id match
Roles with admin privileges: DIRECTOR, GERENTE, ADMINISTRACIONOther roles: COMERCIAL, CSV, OPERACIONES

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Client Creation from Quotation Form

When creating a quotation, if the needed client doesn’t exist:
1

Click 'Crear cliente'

In the Cliente FFWW or Cliente Final combobox, click the Crear cliente button at the bottom of the dropdown.
2

Form data preserved

Current quotation form data is saved to sessionStorage as cotizacion_en_curso.User is redirected to /maestros/clientes?nuevo=true&returnTo=cotizacion.
3

Create client

Client creation dialog opens automatically. Fill in client details and save.
4

Return to quotation

After saving, you’re redirected back to /cotizaciones/nueva with the quotation form restored from sessionStorage.The new client is now available in the dropdown.
Source: src/components/cotizaciones/cotizacion-form.tsx:486-489

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Client-Agreement Relationship

Clients can have one commercial agreement that defines:
  • Fiscal deposit fee structure
  • Deconsolidation rates
  • Insurance terms
  • Payment conditions
  • Commission and incentive rates
When a client is selected in a quotation, their agreement data auto-loads in the “Gastos en Deposito Fiscal” section. If no agreement exists, the section displays: “Sin acuerdo comercial para este cliente”

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Data Model Reference

From clients table (src/db/schema.ts:15-26): 
clients {
  id: integer (PK)
  legal_name: text (required)
  tax_id: text
  phone: text
  email: text
  client_type: "FFWW" | "Final" | "Both" (required, default: "FFWW")
  user_id: integer (FK → users) // Assigned sales rep
  is_active: boolean (default: true)
  created_at: text
  updated_at: text
}

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API Endpoints

  • GET /api/clientes - List clients (filtered by user_id for non-admin)
  • POST /api/clientes - Create new client (admin only)
  • GET /api/clientes/[id] - Get client details
  • PUT /api/clientes/[id] - Update client (admin only)
  • DELETE /api/clientes/[id] - Delete client (admin only)

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Best Practices

Client Naming

Use official legal names in Razon Social for consistency with invoicing and documentation.

Type Selection

  • Set to FFWW for direct freight forwarder clients
  • Set to Final for end customers who are only referenced
  • Set to Both for clients who operate in dual capacity

Sales Assignment

Assign clients to sales reps to ensure proper access control and quotation ownership tracking.

Deactivation

Instead of deleting clients with historical quotations, set Activo to false to hide from active lists while preserving data.

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