leon:sales
Differences
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leon:sales [2021/09/21 18:36] rafal [Subcharter] |
leon:sales [2021/09/21 20:58] rafal [NOTES] |
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| 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/ | + | There are the following ' |
| + | |||
| + | * **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, | ||
| + | * 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 | ||
| + | * **CUSTOMER NOTE** | ||
| + | * Inserted by the Sales team and can contain any important information regarding Client' | ||
| + | * Apply per the whole request (or trip - if the request is booked) | ||
| + | * It can be used on Sales Documents (included | ||
| + | * **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, | ||
| + | * It can be set up as a default note in Settings | ||
| + | * 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: 2023/12/20 19:13 by rafal