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leon:sales [2021/09/21 18:36]
rafal [Subcharter]
leon:sales [2021/09/21 20:58] (current)
rafal [NOTES]
Line 1105: Line 1105:
 Notes added in this section can be then embedded in Sales documents as all of them have the items available in the Available data. Notes added in this section can be then embedded in Sales documents as all of them have the items available in the Available data.
  
-Once the notes are added, click **SAVE** button in order to save the changes.+Once the notes are added, click the **SAVE** button in order to save the changes.
  
-The OPS and Sales notes will be available and can be edited both in Requests/Quotes as well as OPS FLIGHT tab of the responding Flights.+There are the following 'Note' fields available: 
 + 
 +  * **LEGAL NOTE** 
 +    * It should contain any legal regulations applying to the contract 
 +    * Note that applies to and can be sent to end-customer 
 +    * It can be inserted per quote individually, or  
 +    * It can be set up as a default note in Settings > General Settings > 'Sales' tab 
 +    * Applies per the whole request (or trip - if the request is booked)  
 +    * It can be used on Sales Documents (included in the available data in the Documents Manager) 
 +  * **CUSTOMER NOTE** 
 +    * Inserted by the Sales team and can contain any important information regarding Client's requirements, such as catering 
 +    * Apply per the whole request (or trip - if the request is booked) 
 +    * It can be used on Sales Documents (included in the available data in the Documents Manager) 
 +  * **CANCELLATION POLICY** 
 +    * It should contain the Operator Cancellation policy regulations 
 +    * Note that applies to and can be sent to end-customer 
 +    * It can be inserted per quote individually, or  
 +    * It can be set up as a default note in Settings General Settings > 'Sales' tab 
 +    * Applies per the whole request (or trip - if the request is booked) 
 +    * It can be used on Sales Documents (included in the available data in the Documents Manager)  
 +  * **ADDITIONAL NOTE** 
 +    * It can include notes with any additional important information 
 +    * Applies per the whole request (or trip - if the request is booked) 
 +    * It can be used on Sales Documents (included in the available data in the Documents Manager)  
 +  * **SALES NOTES** 
 +    * Important notes by Sales Team 
 +    * Apply per flight on which it is inserted 
 +    * Once the quote is booked and the trip created, the notes can be included in the following documents: Flight Brief (Sales), Charter Agreement (Sales), Crew Tripsheet (OPS), PAX Tripsheet (OPS) 
 +  * **AIRCRAFT** 
 +    * Inserted by the Sales team and can contain any important information regarding quoted aircraft, such as Client requirements regarding the aircraft 
 +    * Applies per the whole request (or trip - if the request is booked) 
 +    * It can be used on Sales Documents (included in the available data in the Documents Manager) 
 +  * **OPS NOTES** 
 +    * Notes are available only when the trip is booked 
 +    * Apply per flight on which it is inserted 
 +    * It can be used to communicate any issues to the OPS Team 
 +    * It can also be updated by OPS Team and the update will appear in the Sales Panel on the flight 
 +    * Once the quote is booked and the trip created, the notes can be included in the following documents: Flight Brief (Sales), Charter Agreement (Sales), Crew Tripsheet (OPS), PAX Tripsheet (OPS
  
-**OPS Notes** are not available when the trip is not booked. 
  
-**Sales Notes** are available as soon as the request is created. 
  
  
leon/sales.txt · Last modified: 2021/09/21 20:58 by rafal