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leon:sales [2021/07/23 06:47]
bartek [Send Message to Client]
leon:sales [2023/12/20 19:13] (current)
rafal [Price Based]
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 The main page displays several columns: The main page displays several columns:
-[{{ :leon:sales:rq-main:RQ20.png?200|Requests/Quotes - the view on the list of quotes}}]+[{{ :leon:sales:rq-with_avinode_download.png?200|Requests/Quotes - the view on the list of quotes}}]
  
   * **ID** - quote request ID.   * **ID** - quote request ID.
-  * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed. +  * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejectedor Closed. 
-  * **Requester** - requesting client's name or a company.+  * **Requester** - requesting client's name or a company. If the Requester is an account ('Is account' checkbox ticked in the Requester profile) it will be indicated by '(Account)' next to the Requester name in the selection dropdown
   * **Aircraft** - requested aircraft registration & type.   * **Aircraft** - requested aircraft registration & type.
-  * **Itinerary** - requested itinerary.+  * **Aircraft offered** - displayed the aircraft registrations for which the quotes were sent to the Client 
 +  * **Aircraft sold** - displays the registration of the booked aircraft (status BOOK) 
 +  * **Checklist** - displays the overall status of the Sales checklist on the booked trip. Hovering the mouse over the dot will display the detailed statuses of each element of the checklist. Only the elements that apply to trip are displayed 
 +  * **Itinerary** - requested itinerary. If there are requests with the same itinerary details, the colour bar will appear on the left-hand side. Hovering the mouse over the bar will display the following information: 'We use colours to mark RFQs having the same dates, routing, and PAX number. Colours allow finding same requests very quickly.' 
 + 
 +{{:leon:sales:rq-main:rfq_-_same_trip_bar.png?nolink|}} 
   * **Created** - informs when the request has been created. Switched off by default, can be switched on in the '...' filter   * **Created** - informs when the request has been created. Switched off by default, can be switched on in the '...' filter
   * **Updated** - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon).   * **Updated** - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon).
   * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. Underneath the person's name, Leon displays the Base to which the quote is assigned in the quote edit section   * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. Underneath the person's name, Leon displays the Base to which the quote is assigned in the quote edit section
-  * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top+  * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top.  
 +  * **Ferry flight time/PAX flight time** - the values of ferry flight time and PAX flight time. Hovering the mouse over the values, the following information is displayed: **Ferry flight time/PAX flight time, ratio value**. **Ratio** value calculated as 'Ferry flight time/PAX flight time*100%' 
 +  * **Booking ratio** - the percentage of booked quotes from the last 90 days. Right next to the percentage value Leon shows in brackets the number of booked quotes and after the slash, the number of all quotes **per a requester** 
 +  * **Broker revenue** - the sum of prices (in operator's currency) from the booked quotes - from the last 90 days
   * **Avinode price** - column presenting the price from Avinode initial request   * **Avinode price** - column presenting the price from Avinode initial request
   * **Messages** - Leon displays all comments added in the quote's edition - unread {{:leon:sales:comments unread.png?nolink|}} and read {{:leon:sales:comments read.png?nolink|}}   * **Messages** - Leon displays all comments added in the quote's edition - unread {{:leon:sales:comments unread.png?nolink|}} and read {{:leon:sales:comments read.png?nolink|}}
-  * **Action** - hover the mouse over and there are **3 icons** available: **Trash icon** to delete the quote, **Clone icon** to copy the quote and **Envelope icon** to mark the quote as 'Read' or 'Unread'+  * **Action** - hover the mouse over and there are **3 icons** available: **Trash icon** to delete the quote, **Clone icon** to copy the quoteand **Envelope icon** to mark the quote as 'Read' or 'Unread'
  
 In the top-right corner there is a {{:leon:sales:Filter.png?nolink|}} icon including **filtering** options: In the top-right corner there is a {{:leon:sales:Filter.png?nolink|}} icon including **filtering** options:
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 Use **3** available fields on top of the page to filter the list of quotes:  Use **3** available fields on top of the page to filter the list of quotes: 
  
-  * **Type to search** - you can type any part of the ID or Requester to find the quote. Additionally, you can search by the **Airport code** or **Routing**+  * **Type to search** - you can type any part of the IDRequester, or Representative to find the quote. Additionally, you can search by the **Airport code** or **Routing**
   * **Status** - Leon shows 'all' quotes by default - click to open the drop-down box and select the status to narrow down the list of quotes.   * **Status** - Leon shows 'all' quotes by default - click to open the drop-down box and select the status to narrow down the list of quotes.
   * **Show** - you can filter by the following:   * **Show** - you can filter by the following:
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     * **Empty leg requests** - displaying only requests for empty legs coming from Avinode     * **Empty leg requests** - displaying only requests for empty legs coming from Avinode
     * **Owner requests** - displaying trips requested by the owner in the Owner App ('Owner' label in the 'Requester' column)     * **Owner requests** - displaying trips requested by the owner in the Owner App ('Owner' label in the 'Requester' column)
-  * **Show also archived** - checkbox that allows displaying archived requests. The request is considered as 'Archived' if the status is set to either 'Rejected' or 'Done' or if the itinerary is scheduled before 'NOW'. 'Archived' requests are indicated on the list of requests by the grey bar on the left-hand side and the 'Archived' label underneath the status in the 'Status' column. The Requests list is checked every **6 hours** [{{ :leon:sales:rq-main:filter_option.png?200|'Filter' option}}]+    * **Sold only** - displays only booked requests (status BOOK) 
 +    * **Updated in OPS** - displays the quotes with the changes applied in the OPS section but not updated in the 'Requests/Quotes' 
 +  * **Show also archived** - checkbox that allows displaying archived requests. The request is considered as 'Archived' if the status is set to either 'Rejected' or 'Done' or if the itinerary is scheduled before 'NOW'. 'Archived' requests are indicated on the list of requests by the grey bar on the left-hand side and the 'Archived' label underneath the status in the 'Status' column. The Requests list is checked every **6 hours** [{{ :leon:sales:rq-main:filter_option.png?200|'Filter' option}}]
   * **FILTER** - allows filtering by:   * **FILTER** - allows filtering by:
     * **Assignees** - sales person(s) assigned to quotes     * **Assignees** - sales person(s) assigned to quotes
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 {{:leon:sales:Archived3.png?nolink|}} {{:leon:sales:Archived3.png?nolink|}}
  
 +[{{ :leon:sales:rq-main:main_-_2472h_trip.png?200|Timeframe indicators in main RQ view}}]
 +In the **Itinerary** column Leon indicates the timeframe to the start of a flight by underlining the specific leg as per below:
 +
 +  * {{:leon:sales:rq-main:main_-_24h_trip.png?nolink|Unordered List Item}} - less than 24h left to the scheduled requested flight
 +  * {{:leon:sales:rq-main:main_-_72h_trip.png?nolink|}} - less than 72h left to the scheduled flight
 +  * {{:leon:sales:rq-main:main_-_over_72h_trip.png?nolink|}} - more than 72h left to the scheduled flight
 +
 +The abovementioned indications only apply to the **new requests**.
  
 It is also possible to **sort the requests** by: It is also possible to **sort the requests** by:
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   * **REJECT REQUEST** - allows to quickly reject a request   * **REJECT REQUEST** - allows to quickly reject a request
-  * **CLONE REQUEST** - option to clone specific request. Option briefly described below+  * **CLONE REQUEST** - option to clone specific requests. Option briefly described below
   * **DELETE REQUEST** - option to delete request. Option briefly described below   * **DELETE REQUEST** - option to delete request. Option briefly described below
   * **ASSIGN TO** - option to assign the request to a person and base   * **ASSIGN TO** - option to assign the request to a person and base
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 [{{ :leon:sales:AD1.png?300|Option to preview airport in Request-Quotes}}] [{{ :leon:sales:AD1.png?300|Option to preview airport in Request-Quotes}}]
  
-It is possible to preview selected airport details from 'Request/Quotes' list.+It is possible to preview selected airport details from the 'Request/Quotes' list.
  
-Simply click with the right click of the mouse on the selected itinerary details and Leon will open a pop-up menu where one of the options is **'OPEN IN AIRPORT DIRECTORY'**. Hovering the mouse over this option allows selecting and previewing an airport from the Itinerary in the Airport Directory (upon clicking on selected Airport code).+Simply click with the right click of the mouse on the selected itinerary details and Leon will open a pop-up menu where one of the options is **'OPEN IN AIRPORT DIRECTORY'**. Hovering the mouse over this option allows selecting and previewing an airport from the Itinerary in the Airport Directory (upon clicking on the selected Airport code).
  
 Hovering the mouse over the airport code, displays **the airport details and airport notes**. Hovering the mouse over the airport code, displays **the airport details and airport notes**.
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   * attach documents   * attach documents
  
-If the quote comes from **Avinode**, 'AVINODE' button will be active which will allow sending messages directly to the Avinode chat.+If the quote comes from **Avinode**, the 'AVINODE' button will be active which will allow sending messages directly to the Avinode chat.
  
 **History of correspondence** will display below the current message. **History of correspondence** will display below the current message.
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 ==== Price Based ==== ==== Price Based ====
  
-[{{ :leon:sales:nq:nq-v13.png?200|New request pop-up window}}]+[{{ :leon:sales:nq:nq_-_with_trip_type.png?200|New request pop-up window}}]
  
 To **add a new quote** you need to perform the following steps: To **add a new quote** you need to perform the following steps:
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 **2.** Fill in the information in the **'Add new quote request'** window: **2.** Fill in the information in the **'Add new quote request'** window:
-  * 'Requested by' - name of the Client requesting the trip +  * **'UTC/LT'** - option allowing to select whether the quote is to be added in UTC or LT: 
-  * 'Min. category' - a category of the aircraft on which the trip is requested, e.g. Heavy jet, Midsize jet, Piston, etc. This will allow searching for the subcharter flights in Avinode if needed. If the aircraft registration is selected, Leon will automatically select the lowest aircraft category  +    * option is always set to LT by default 
-  * 'Aircraft' - selecting aircraft on which the request should be performed. Only operator aircraft available in the dropdown list +    * times in the Schedule section are not recalculated upon changing the timezone 
-  * 'Add positionings automatically:' - ticking the checkbox will automatically add the positioning legs   +  * **'Requested by'** - name of the Client requesting the trip. The Clients in this window are divided into 2 groups: 'ACCOUNT' ('Account' flag marked in the Client profile) and 'OTHER' 
-  * 'Schedule section' - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX  [{{ :leon:sales:nq:NQ11.png?200|New request editing window}}]. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary in the Calendar view as well as on the map (Tab 'MAP'). If the aircraft is selected, the 'CALENDAR' tab will also display the positioning legs. You can also select **'TBA' checkbox** which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date +  * **'Representative'** - option to select the representative assigned to the requester 
-  * 'Flight time' - select the flight time calculation method. Methods are explained further down in this section. Once the method is selected, it will be remembered by the system when the next request is created+  * **'Min. category'** - a category of the aircraft on which the trip is requested, e.g. Heavy jet, Midsize jet, Piston, etc. This will allow searching for the subcharter flights in Avinode if needed. If the aircraft registration is selected, Leon will automatically select the lowest aircraft category  
 +  * **Trip Type** - selecting the trip type for the booked trip. By default, it is set to the 'Based on configuration' option, which is the default trip type set in the Fleet settings for quoted aircraft 
 +  * **'Aircraft'** - selecting aircraft on which the request should be performed. Only operator aircraft available in the dropdown list 
 +  * **'Add positionings automatically:'** - ticking the checkbox will automatically add the positioning legs. This depends on the **Positioning flights policy** setting in the [[leon:fleet-setup|Fleet]] > tab 'Sales' 
 +[{{ :leon:sales:nq:nq_-_with_rotation_selection.png?300|'One Way or Multi Leg' and 'Round Trip' options in 'New Quote'}}] 
 +  * **Flight rotation selection options**: 
 +    * **'One Way or Multi Leg'** 
 +      * adding legs with PAX and using **+** to add multiple legs 
 +    * **'Round Trip'** 
 +      * the itinerary table always contains 2 rows 
 +      * there is no possibility to remove or add any extra rows 
 +      * ADEP and ADES of the second leg are always filled in based on the airports in the first leg 
 +      * update of ADEP modifies ADES in the opposite flight, and vice-versa 
 +      * PAX numbers are synchronised in both legs 
 +      * once the request is added, any further modifications of the itinerary are excluded from the abovementioned mechanics 
 + 
 +  * **'Schedule section'** - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX  [{{ :leon:sales:nq:nq_price_-_v1.png?200|New request editing window}}]. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary in the Calendar view as well as on the map (Tab 'MAP'). If the aircraft is selected, the 'CALENDAR' tab will also display the positioning legs. You can also select **'TBA' checkbox** which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date
 + 
 +There is also an additional option in General Settings > Sales Module - if a checkbox **Require departure and arrival times to be set regardless of TBA setting** is marked, times will have to be added, despite TBA marked. 
 + 
 +  * **'Flight time'** - select the flight time calculation method. Methods are explained further down in this section. Once the method is selected, it will be remembered by the system when the next request is created
  
 **3.** Press 'CREATE' to add the request **3.** Press 'CREATE' to add the request
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 {{:leon:sales:NQ4.png?nolink|}} {{:leon:sales:NQ4.png?nolink|}}
  
 +<box>**Please make sure that the API key provided by Avinode has the privileges to create the trip in Avinode. Without this privilege, the functionality will not work. You can confirm by contacting Avinode TechSupport at [[techsupport@avinode.com]]**</box>
  
 ---------------- ----------------
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 This quotation method allows quoting based on the cost and increasing the quoted amount by a specified margin. This quotation method allows quoting based on the cost and increasing the quoted amount by a specified margin.
  
-In order to quote using 'Costs & margin' method first, you need to:+In order to quote using the 'Costs & margin' method first, you need to:
  
   * Insert the costs in the 'Cost' column in a selected 'Aircraft fees'   * Insert the costs in the 'Cost' column in a selected 'Aircraft fees'
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-Quoting based on this method is very similar to 'Price based' method.+Quoting based on this method is very similar to the 'Price based' method.
  
 Within the quote breakdown, you will see the 'Cost' column where the default cost value from the pricelist is populated. Within the quote breakdown, you will see the 'Cost' column where the default cost value from the pricelist is populated.
-[{{ :leon:sales:cost-margin:costmargin2.png?200|Quote based on 'Costs & margin'}}]+[{{ :leon:sales:nq:nq_cost_-_v1.png?200|Quote based on 'Costs & margin'}}]
 The **Discount** and **Additional Fee** elements **do not apply to** 'Costs and margin' quoting method. The **Discount** and **Additional Fee** elements **do not apply to** 'Costs and margin' quoting method.
  
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   * **Cost** - this is the sum of the total costs   * **Cost** - this is the sum of the total costs
   * **Margin** - default margin used to calculate the price. Can be manually overwritten   * **Margin** - default margin used to calculate the price. Can be manually overwritten
-  * **Price without commission** - amount for the Client without third party commision. Calculated in a way that required margin is achieved:+  * **Price without commission** - amount for the Client without third party commission. Calculated in a way that required margin is achieved:
     * **Price = Cost /(100% - Margin%)**     * **Price = Cost /(100% - Margin%)**
   * **Third Party Commission** - the amount of commission paid to the third party, e.g. a broker   * **Third Party Commission** - the amount of commission paid to the third party, e.g. a broker
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 {{:leon:sales:cost-margin:costmargintooltip.png?nolink}} {{:leon:sales:cost-margin:costmargintooltip.png?nolink}}
  
-<box>**'Price' value can be edited and overwritten. In this case, when inserting the price and clicking outside the 'Price' input, Leon will round the price with accordance to the setting in the 'Fees' section. Additionally, Leon will recalculate the 'Margin' value.**</box>+<box>**'Price' value can be edited and overwritten. In this case, when inserting the price and clicking outside the 'Price' input, Leon will round the price in accordance with the setting in the 'Fees' section. Additionally, Leon will recalculate the 'Margin' value.**</box>
  
 The **sales documents** will still present the total price from the 'Price' box above the itinerary. The **sales documents** will still present the total price from the 'Price' box above the itinerary.
  
-<box>**In case if the default method changed from 'Costs & margin' to 'Price based' in the 'Fleet' settings,  and you wish to recalculate existing quote based on the updated method, simply select 'DELETE QUOTE' and then 'ADD QUOTE' options. Leon will requote based on the new default method.**</box>+<box>**In case if the default method changed from 'Costs & margin' to 'Price based' in the 'Fleet' settings,  and you wish to recalculate the existing quote based on the updated method, simply select 'DELETE QUOTE' and then 'ADD QUOTE' options. Leon will requote based on the new default method.**</box>
 ------------ ------------
  
 ===== Managing the RFQ ===== ===== Managing the RFQ =====
  
-[{{ :leon:sales:SAT5.png?200|Requests/Quotes - the quote edition page}}]+[{{ :leon:sales:quote:managing_rfq.png?200|Requests/Quotes - the quote edition page}}]
  
 The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way: The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way:
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   * **Marketplace** - Avinode, HelloJet, Victor or Leon.   * **Marketplace** - Avinode, HelloJet, Victor or Leon.
-  * **Quote request ID** - ID of the quote generated by Marketplace. Additionally, two icons available:+  * **Quote request ID** - ID of the quote generated by Marketplace. Additionally, two icons are available:
     * **Show changes history** - displays the history of changes within the quote     * **Show changes history** - displays the history of changes within the quote
     * **EDIT REQUEST** - option to edit the initially requested schedule and apply changes so that they reflect in the main Requests/Quotes view     * **EDIT REQUEST** - option to edit the initially requested schedule and apply changes so that they reflect in the main Requests/Quotes view
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 [{{ :leon:sales:adding-company-person.png?200|Adding a new client (company or person)}}] [{{ :leon:sales:adding-company-person.png?200|Adding a new client (company or person)}}]
  
-It is now possible to **add a new client** (a company or a person) straight from **REQUESTS/QUOTES** panel, as well as adding a client's representative.+It is now possible to **add a new client** (a company or a person) straight from the **REQUESTS/QUOTES** panel, as well as adding a client's representative.
  
 When creating a new quote, click a **+** icon right next to the 'Requested by' field. When creating a new quote, click a **+** icon right next to the 'Requested by' field.
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 The 'Requests/Quotes' list includes all the requests including the ones without bases assigned. The 'Requests/Quotes' list includes all the requests including the ones without bases assigned.
  
-If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/Quotes list will only display the requests assigned to this particular base. See screenshot on the right.+If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/Quotes list will only display the requests assigned to this particular base. See the screenshot on the right.
  
 <box>**Change of assignee or a Client does not automatically change the base assigned to the request.**</box> <box>**Change of assignee or a Client does not automatically change the base assigned to the request.**</box>
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 {{:leon:sales:edit-request:er_-_main_view_change.png?nolink|}} {{:leon:sales:edit-request:er_-_main_view_change.png?nolink|}}
 -------- --------
-==== Flight time calculations from Aviapages ==== 
  
-It is possible to download the flight time calculations from Aviapages in the 'Requests/Quotes' section.+==== Auto update of the booked trips ====
  
-Flight time calculations from Aviapages **include factors** such as the aircraft type, weather, distance amongst others.+[{{ :leon:sales:auto update.png?200|Auto update of the booked trips}}]
  
-In order to use this functionality, integration with 'Aviapages' needs to be activated in Settings > 'Add-Ons' section. For the integration token contact [[yuri.dzun@aviapages.com]] or [[nastya.pocatilova@aviapages.com]] from Aviapages. Once you have the token, go to the 'Configurationtab in the 'Aviapages' integrationswitch status to 'ON'insert the key and save.+It is possible to set up an **auto-update** of the booked trips. Once a quote's status has been set to 'BOOKEDif the quote's schedule has changedLeon can either automatically update the trip in OPSor the user can do it manually.
  
-__**How it works**__ +**AUTO-UPDATE**
-[{{ :leon:sales:aviapages:aviapages-pop-up.png?200|'Calculate Flight Time' pop-up window}}] +
-[{{ :leon:sales:aviapages:aviapages-recalculate.png?200|Itinerary before (top) and after (bottom) the recalculation}}]+
  
-After the integration is activated{{:leon:sales:aviapages:cfl-button.png?nolink|}} button will appear in the request edit section. This button **is not available on subcharter flights**.+To make it workmark a checkbox **Auto-update booked trips in Requests/Quotes** in the General Settings panelOnce it's done, when changing a quote's schedule, Leon will automatically update the trip in the OPS panel (see example on the screenshot on the right).
  
-Clicking on {{:leon:sales:aviapages:cfl-button.png?nolink|}} button will open a pop-up **'Calculate Flight Time'** window with the flight times calculated by 'Aviapages'+**MANUAL UPDATE**
  
-Additionally, the map of the routing will be available within the same pop-up window. Clicking on a flight within the 'Calculate Flight Time' window will highlight this selected flight on the map.+If an auto-update is switched off and the booked quote's schedule changes, Leon will show an orange warning triangle in the button {{:leon:sales:manual trip update 1.png?nolink|}}
  
-Clicking on {{:leon:sales:aviapages:cfl-apply.png?nolink|}} button will apply updated times into the itinerary as per below:+Click it and select **Update trip using (aircraft reg number) quote** and Leon will update the trip's schedule in the OPS panel.
  
-  * Positioning legs (before and after the requested schedule) - both arrival and departure can be updated since it depends on the rotation time +{{:leon:sales:manual trip update 2.png?nolink|}}
-  * Request added based on the Departure - arrival time will be updated +
-  * Request added based on the Arrival - departure time will be updated +
-  * Block time is automatically recalculated+
  
-<box>**Once the 'Aviapages' flight times are implemented, they automatically update the quotation amounts according to new flight times.**</box> 
  
-=== Exclusion zones ===+----
  
-[{{ :leon:sales:aviapages:aviapages_-_exclusion.png?200|Flight times calculated based on the exclusion zones}}]+==== Statuses of the Quote ====
  
-It is also possible to indicate the **exclusion zones** - countries over which the aircraft should not be flying. 
  
-Once the exclusion zones are selected, the **flight time calculations in Aviapages** ('Calculate Flight Time' option) will take these zones into consideration. See the screenshot on the right-hand side. 
  
-The exclusion zones can be indicated in **3 sections** in Leon:+In this section, you can find available options for the quote status change. Changing statuses are correlated with actions, among which aresending emails, documents, etc...
  
-  * **Client profile** - 'Exclusion zones' box in 'PERSON' column. Simply start insert the country name and select it from the dropdown list +The statuses available in the request edit section can be **customized** in the [[leon:sales-module-tab-in-general-settings|'Sales Module' in 'General settings']] section:
-{{:leon:sales:aviapages:ez_-_client.png?nolink|}}+
  
-  * **Fleet** - 'Exclusion zones' box in the 'SALES' tab of the aircraft edition 
-{{:leon:sales:aviapages:ez_-_fleet.png?nolink|}} 
  
-  * **General Settings** - 'Exclusion zonessubsection in the 'Salestab in 'General Settings'. Click on the 'Add country to excludebutton to select the next country +  - NEW - highlighted when adding a new quote into Requests/Quotes or as a new quote from Avinode.  
-{{:leon:sales:aviapages:ez_-_gs.png?nolink|}}+  - QUOTE - send a quote proposition details with Flight Quotation document - when dealing with Avinode quote, clicking SEND means accepting the quote. It is possible to send **the same message** for all quotes by marking a checkbox **Send same message to all quotes**. 
 +  OPTION - click to add the trip to the OPS page with the status 'Option'
 +  - CONTRACT - shows a new window for Charter Agreement document sending. It is possible to **include the positioning FERRY flights** in the Charter Agreement document by selecting the FERRY flights in the CONTRACT message window. Flights with PAX cannot be de-selected 
 +  - BOOK - click to add the trip to the OPS page with the status 'Confirmed'. It is possible to **select the trip type** when booking the quote 
 +  - BRIEF - shows a window for Flight Brief document sending. It is possible to **send the Flight Brief document for selected flights** by selecting a specific flight in the BRIEF email window 
 +  - INVOICE - an option to send an invoice to the client. 
 +  - DONE - closing the transaction. 
 +  - REJECT - reject the client's offer (the quote will show as 'rejected' on the client's side in Avinode). Should be used on a non-processed request (process of quoting has not started) 
 +  - CANCEL - this status is very similar to the 'REJECT' status however can be used after the processing of the request has started and one of the parties decided to resign at one stage  
 +[{{ :leon:sales:edit-request:rq-print_documents_pop-up.png?200|Printing sales documents}}
 +Independent from the status change actions you can always print sales document or send it via email using options:
  
---------- +{{:leon:sales:buttons 2.png|}}
-==== Flight time calculations from RouteFinder ==== +
-[{{ :leon:sales:aviapages:routefinder1.png?300|Flight time calculations from RouteFinder}}]+
  
-**RouteFinder** flight times calculations option is availablelike the 'Aviapages' optionunder {{:leon:sales:aviapages:cfl-button.png?nolink|}} button.+  - DOCUMENT - Flight QuotationCharter AgreementFlight Brief, and already created Invoices. 
 +  - SEND EMAIL - for sending sales documents via email or sending custom emails.
  
-'RouteFinder' does not require separate integrations and is available by default to every Sales Panel user.+<box>When working with Avinode requests you can **accept or reject** selected quotes, instead of rejecting all quotes in the request you are managing. In other words, you can accept (click QUOTE and sending email means accepting the quote), or reject quotes (click REJECT) inside Avinode request **independently**. You can also send to Avinode your own quote if only the aircraft assigned to it exists in Avinode. All quotes sent to Avinode can be also rejected if needed. For quotes sent to Avinode aircraft change is not available.</box> 
 +[{{ :leon:sales:due-date:due_date_-_agreement_with_option_email.png?300|'Due date' in the Contact email}}] 
 +<html> 
 +<span style="color:red;font-size:150%;">Selecting Due date for Options</span> 
 +</html>
  
-The flight time is calculated automatically when selecting the 'RouteFinderoption.+It is possible to set up a **due date and time** when creating a non-confirmed trip (an 'Option').
  
-It is possible to calculate based on **Trafic flow restrictions**. If the **Trafic flow restrictions** parameter is set to **'Yes'**, 'RouteFinder' will search for the route that will validate in the 'Eurocontrol', taking into consideration such limitations as no-fly zones, etc.+The Option can be created in 2 ways:
  
-'RouteFinderalso takes into consideration 'Exclusion zonesthat can be set per Operator, Client, and Fleet.+  * by selecting the 'OPTIONstatus in the request edit and booking the option, or 
 +  * by selecting the 'CONTRACTstatus and ticking the 'Create non confirmed trip in ops module' checkbox when sending the contractCheckbox availability subject to the Sales Module settings
  
-If an **aircraft type is not available** in the 'RouteFinder'the **'Aircraft type is not supported'** message will appear.+Both 'OPTIONand 'CONTRACT' windows have the 'Due __date time__options available.
  
-**Once the 'RouteFinder' flight times are applied to the itinerary, the prices within the quote will recalculate automatically.**+Once the email is sent and the date and time are selected, it gives the indication of by when the Client should reply. If there is no replyboth the request, as well as the booked option, are cancelled.
  
-'RouteFinder' flight time calculations are not available to subcharter aircraft. +__**EXAMPLE**__
---------------- +
-==== Flight time calculations from Avinode ====+
  
-{{ :leon:sales:avinode:avinode_ftc.png?200|Flight time calculations based on Avinode}}+The email is sent with the date as per the screenshot on the right.
  
-It is possible to download the flight time calculations from Avinode in the 'Requests/Quotes' section.+If the response is not received by the date and time the following happens:
  
-This option require contacting [[http://support@avinode.com|Avinode]] to enable it.+**1Quote status changes from 'Option' to 'Canceled'**
  
-After the option is activated, {{:leon:sales:aviapages:cfl-button.png?nolink|}} button will appear in the request edit section. This button **is not available on subcharter flights**.+{{:leon:sales:due-date:due_date_-_status_change_in_sales.png?nolink|}}
  
-Clicking on the button will open a pop-up **'Calculate Flight Time'** window with the flight times calculated by 'Avinode'+**2. The notion booked in OPS is also deleted**
  
-Additionally, the map of the routing will be available within the same pop-up window. Clicking on a flight within the 'Calculate Flight Time' window will highlight this selected flight on the map.+{{:leon:sales:due-date:due_date_-_canceled_in_ops.png?nolink|}}
  
------ 
-==== Flight time calculations based on Historical Flights ==== 
-[{{ :leon:sales:aviapages:hf_-_calculation.png?300|Flight time calculations based on 'Historical flights'}}] 
-Flight times calculations based on the **Historical flights** is available, as a third option, under {{:leon:sales:aviapages:cfl-button.png?nolink|}} button. 
  
-This option **calculates the flight times based on** the specific routes performed on selected aircraft types within a specific timeframe+Additionally, the relevant columns in the **Report Wizard**, scope 'Quote', display the **status as 'CANCELED'** and **Cancelled by: Buyer**.
  
-The calculation is based on at least 4 flights on the type scheduled closest to the date of the flight that is being calculated. For example, if the trip is scheduled in the 21st week, Leon searches for a minimum of 4 flights within the weeks surrounding week 21, in the following order21, 20, 22, 19, 23, 18, 24, and so on. Until it finds enough data to perform the calculations. Leon takes the last 4 years worth of flights on the type throughout all the operators.+{{:leon:sales:due-date:due_date_-_report_wizard.png?nolink|}}
  
 +It is possible to set up the **due date by default**. More information can be found in the [[leon:sales-module-tab-in-general-settings|'Sales Module' in 'General settings']] section.
  
-The final value is calculated as the sum of all matching flights divided by the number of flights. Additionally, Leon includes deviation. +-------
- +
-Hovering the mouse over the calculated flight time value will display the information on the number of the flights used and the value of deviation in the following format: +
- +
-**Based on X flights, +-hh:mm**, i.e. **Based on 5 flights, +-00:06** +
- +
-If Leon is unable to calculate the flight time, **Data not available** information will display. +
- +
-**Once the flight times are applied to the itinerary, the prices within the quote will recalculate automatically.** +
- +
-Fight time calculations based on the Historical flights are not available to subcharter aircraft. +
--------------- +
-==== Flight time calculations based on Aircraft Performance Model ==== +
-[{{ :leon:sales:aviapages:aircraft_performance_model.png?300|'Aircraft Performance Model' calculations}}] +
- +
-**Aircraft performance model** option is available under {{:leon:sales:aviapages:cfl-button.png?nolink|}} button. +
- +
-'Aircraft performance model' method is based on the aircraft speed profiles set up in the Fleet > aircraft performance section. +
- +
-This option can be used to compare three other methods of calculating flight time available in Leon. +
- +
-It can also be used if the flight times have been amended by editing the itinerary or by using another method and have to be reverted to the original timeframes. +
- +
--------------- +
-==== Auto update of the booked trips ==== +
- +
-[{{ :leon:sales:auto update.png?200|Auto update of the booked trips}}] +
- +
-It is possible to set up an **auto-update** of the booked trips. Once a quote's status has been set to 'BOOKED', if quote's schedule has changed, Leon can either automatically update the trip in OPS, or the user can do it manually. +
- +
-**AUTO UPDATE** +
- +
-To make it work, mark a checkbox **Auto update booked trips in Requests/Quotes** in General Settings panel. Once it's done, when changing a quote's schedule, Leon will automatically update the trip in OPS panel (see example on the screenshot on the right). +
- +
-**MANUAL UPDATE** +
- +
-If an auto update is switched off and the booked quote's schedule changes, Leon will show an orange warning triangle in the button {{:leon:sales:manual trip update 1.png?nolink|}} +
- +
-Click it and select **Update trip using (aircraft reg number) quote** and Leon will update the trip's schedule in OPS panel. +
- +
-{{:leon:sales:manual trip update 2.png?nolink|}} +
- +
- +
----- +
- +
-==== Statuses of the Quote ==== +
- +
- +
- +
-In this section, you can find available options for the quote status change. Changing statuses are correlated with actions, among which are: sending emails, documents, etc... +
- +
- +
-  - NEW - highlighted when adding a new quote into Requests/Quotes or as a new quote from Avinode.  +
-  - QUOTE - send a quote proposition details with Flight Quotation document - when dealing with Avinode quote, clicking SEND means accepting the quote. +
-  - OPTION - click to add the trip to OPS page with the status 'Option'+
-  - CONTRACT - shows a new window for Charter Agreement document sending. It is possible to **include the positioning FERRY flights** in the Charter Agreement document by selecting the FERRY flights in the CONTRACT message window. Flights with PAX cannot be de-selected +
-  - BOOK - click to add the trip to OPS page with the status 'Confirmed'+
-  - BRIEF - shows a window for Flight Brief document sending. It is possible to **send the Flight Brief document for selected flights** by selecting a specific flight in the BRIEF email window +
-  - INVOICE - an option to send an invoice to the client. +
-  - DONE - closing the transaction. +
-  - REJECT - reject the client's offer (the quote will show as 'rejected' on client's side in Avinode). +
-[{{ :leon:sales:printing sales docs.png?200|Printing sales documents}}] +
-Independent from the status change actions you can always print sales document or send it via email using options: +
- +
-{{:leon:sales:buttons 2.png|}} +
- +
-  - DOCUMENT - Flight Quotation, Charter Agreement & Flight Brief. +
-  - SEND EMAIL - for sending sales documents via email or sending custom emails. +
- +
-<box>When working with Avinode requests you can **accept or reject** selected quotes, instead of rejecting all quotes in the request you are managing. In other words, you can accept (click QUOTE and sending email means accepting the quote), or reject quotes (click REJECT) inside Avinode request **independently**. You can also send to Avinode your own quote if only the aircraft assigned to it exists in Avinode. All quotes sent to Avinode can be also rejected if needed. For quotes sent to Avinode aircraft change is not available.</box> +
-----+
  
 ==== Itinerary details ==== ==== Itinerary details ====
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 If there is a discontinuity in the itinerary, and the warning is marked in the 3-dot filter, it is indicated with {{:leon:sales:itinerary:discontinuity.png?nolink|}}  If there is a discontinuity in the itinerary, and the warning is marked in the 3-dot filter, it is indicated with {{:leon:sales:itinerary:discontinuity.png?nolink|}} 
  
-If there is no **aircraft performance data** inserted in 'Fleet' section, Leon will display the following information:+If there is no **aircraft performance data** inserted in the 'Fleet' section, Leon will display the following information:
  
 {{:leon:sales:No fleet performance.png?nolink|}} {{:leon:sales:No fleet performance.png?nolink|}}
  
-It is also possible to schedule a **Fuel Stop**. More information in the subsection below.+It is also possible to schedule a **Fuel Stop**. More information is in the subsection below.
  
-[{{ :leon:sales:itinerary:itinerary-filter-selection.png?200|Itinerary filtering options}}]+[{{ :leon:sales:itinerary:itinerary_filter_selection_-_v2.png?200|Itinerary filtering options}}]
 [{{ :leon:sales:itinerary:FC - warnings.png?200|Feasibility check 'Warnings' filter}}] [{{ :leon:sales:itinerary:FC - warnings.png?200|Feasibility check 'Warnings' filter}}]
 In the top-right corner of the itinerary, there is a {{:leon:sales:Filter.png?nolink|}} icon where the following options are available: In the top-right corner of the itinerary, there is a {{:leon:sales:Filter.png?nolink|}} icon where the following options are available:
  
   * **Commercial** - selection whether the quote should be for a commercial flight or not by using the switch   * **Commercial** - selection whether the quote should be for a commercial flight or not by using the switch
-  * **Show changes history** - access to the history of changes of the quote. More information in section below+  * **Show changes history** - access to the history of changes of the quote. More information in the section below
   * **Delete** - option to delete the itinerary   * **Delete** - option to delete the itinerary
   * **Warnings** - selecting the types of warnings in the feasibility check window   * **Warnings** - selecting the types of warnings in the feasibility check window
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 Selected elements of the feasibility check filter will be remembered per user. Selected elements of the feasibility check filter will be remembered per user.
  
-When sending documents to the client, Leon also shows red triangle (alerting feasibility check) next to 'SEND' button - hover the mouse over the triangle to see information.+When sending documents to the client, Leon also shows red triangle (alerting feasibility check) next to the 'SEND' button - hover the mouse over the triangle to see the information.
  
 {{:leon:sales:quote:feasibility_before_send.png?nolink|}} {{:leon:sales:quote:feasibility_before_send.png?nolink|}}
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 {{:leon:sales:TBA flight.png?nolink|}} {{:leon:sales:TBA flight.png?nolink|}}
  
-Below trip details you can find **3** options to:+Below trip details you can find **4** options to:
  
   - {{:leon:sales:icon 1.png|}} - click to add a positioning flight (Leon will match last flight's ADES and next flight's ADEP in actual confirmed aircraft schedule).   - {{:leon:sales:icon 1.png|}} - click to add a positioning flight (Leon will match last flight's ADES and next flight's ADEP in actual confirmed aircraft schedule).
-  - {{:leon:sales:icon 5.png|}}  adds price list to current quote -  this action can be undone to {{:leon:sales:icon 3.png|}} which deletes the price list from the quote.+  - {{:leon:sales:itinerary:show_stats_button.png?nolink|}} - click to display statistics for the particular request based on past quotes. More information in the [[leon:show-statistics|SHOW STATISTICS]] section 
 +  - {{:leon:sales:itinerary:cft_button.png?nolink|}} - click to display a pop-up window with the different options of flight time calculations 
 +  - {{:leon:sales:itinerary:fscp_button.png?nolink|}} - click to perform the search in Avinode. Applies only to the Clients who have activated the integration with AvinodeIn order to perform the search, Avinode needs to activate the privileges to create a trip in Avinode within the integration key provided
  
  
-If you click on this icon Leon will display **Feasibility check information** window which provides specific warning details as presented in the screenshot - all warnings, cautions and notices enabled in Leon, plus the information if on the day of the quote (departure day) no **minimum crew** (defined in the aircraft profile for cockpit & cabin) have been assigned with the **Duty on the aircraft** (registration or type - depending on Duties Setup configuration). Also, a caution **FTL close to limit for Cockpit/Cabin crew member: warning FDP length exceeded** will show up if defined in FTL Settings (by Leon Support Team) FDP threshold has been exceeded.+If you click on this icon Leon will display the **Feasibility check information** window which provides specific warning details as presented in the screenshot - all warnings, cautions and notices enabled in Leon, plus the information if on the day of the quote (departure day) no **minimum crew** (defined in the aircraft profile for cockpit & cabin) have been assigned with the **Duty on the aircraft** (registration or type - depending on Duties Setup configuration). Also, a caution **FTL close to limit for Cockpit/Cabin crew member: warning FDP length exceeded** will show up if defined in FTL Settings (by Leon Support Team) FDP threshold has been exceeded.
  
 === Modifying timeframes in schedule === === Modifying timeframes in schedule ===
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 **2**. When changing **Flight time** of the flight, Leon will change **Block time** automatically and will keep initial Taxi times. Leon will ask whether to change 'Departure' time or 'Arrival' time **2**. When changing **Flight time** of the flight, Leon will change **Block time** automatically and will keep initial Taxi times. Leon will ask whether to change 'Departure' time or 'Arrival' time
  
-**3**. When changing **STA**, Leon will change the **STD** by the block time value. The same scenario applies to change of the **STD**. Leon will **NOT** require validation. +**3**. When changing **STA**, Leon will change the **STD** by the block time value. The same scenario applies to the change of the **STD**. Leon will **NOT** require validation. 
  
 **4**. When changing **ADEP/ADES** Leon will automatically recalculate the **Block time** and the **Flight time** value based on the aircraft performance and will ask whether to change 'Departure' time or 'Arrival' time **4**. When changing **ADEP/ADES** Leon will automatically recalculate the **Block time** and the **Flight time** value based on the aircraft performance and will ask whether to change 'Departure' time or 'Arrival' time
 +
 +---------
 +==== Updating booked quote ====
 +
 +We have **improved** a functionality of __updating quote's schedule after its modification in the OPS panel.__
 +
 +If the quote's schedule gets changed in the **OPS** panel, when editing it in the Sales panel, Leon will show now options such as:
 +
 +{{:leon:sales:quote-update:updating_quote_schedule_1.png?nolink|}} **&** {{:leon:sales:quote-update:updating_quote_schedule_2.png?nolink|}} 
 +
 +When selecting {{:leon:sales:quote-update:updating_quote_schedule_1.png?nolink|}} Leon will change the quote's schedule & will recalculate its **price** based on the changed details.
 +
 +{{:leon:sales:quote-update:updating_quote_schedule_and_price.png?nolink|}}
 +
 +When selecting {{:leon:sales:quote-update:updating_quote_schedule_2.png?nolink|}} Leon will change only the quote's schedule and will leave the price unchanged.
 +
 +{{:leon:sales:quote-update:updating_quote_schedule.png?nolink|}}
 +
 +
 +**Changes will reflect in the main Requests/Quotes view.**
 +
 +------------------------------
 +==== Rejecting the quote ====
 +[{{ :leon:sales:reject-rq:rq_-_rejecting_avinode_from_the_main_view.png?200|'Reject request' window when no quote present}}]
 +[{{ :leon:sales:reject-rq:rq_-_rejecting_avinode_fromedit_request.png?200|'Reject request' window with quote added}}]
 +
 +Request can be **rejected** in three ways:
 +
 +  * from the pop-up menu in the main 'Requests/Quotes' page
 +  * from the edit quote window using the 'REJECT' button
 +  * from Avinode, if the request comes from Avinode. It can be rejected either by the buyer or the seller directly in Avinode
 +
 +When rejecting the request, the pop-up window will appear. Depending on whether the request has a quote or it hasn't, the window will show in one of the two possible versions presented on the right-hand side.
 +
 +It is also possible to select the party that is rejecting the request (**Canceled by**) as well as the reason for the rejection (**Reason**)
 +
 +The following **rejection options** are available:
 +
 +1. Canceled by **Seller** reasons:
 +  * No availability
 +  * Inoperable Airport
 +  * Aircraft performance
 +  * Out of the Company Range
 +  * Other
 +
 +2. Canceled by **Buyer** reasons:
 +  * Buyer reasons
 +  * Force majeure
 +  * Other
 +
 +Quote **rejected in Leon** will appear in Avinode as **Declined**.
 +
 +Quote **rejected in Avinode** will appear in Leon as **Rejected** with the relevant 'Status' in the edit request window ('Canceled by Seller/Buyer' as per below example):
 +
 +{{:leon:sales:reject-rq:rq-rejecting_quote_from_avinode.png?nolink|}}
 +
 +Additionally, **columns** 'Canceled by' and 'Cancelation reason' as well as the **filter** 'Canceled by' were added to the **Report Wizard**, scope **Quote**.
  
 --------- ---------
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   - Click on a 'Fuel stop' icon   - Click on a 'Fuel stop' icon
-  - In the 'Create Fuel Stop' window, you will see the list of airports. Airports are suggested based on a 50 NM radius along the route of the aircraft. The list displays up to 99 airports sorted by the proximity from the point on the routing. Option to filter the airports by category allows narrowing the list down to the airports with the required Airport Category. It is also possible to insert your own airport of refuelling in the **Custom Airport** field. +  - In the 'Create Fuel Stop' window, you will see the list of airports. Airports are suggested based on a 50 NM radius along the route of the aircraft. The list displays up to 99 airports sorted by the proximity from the point on the routing. The option to filter the airports by category allows narrowing the list down to the airports with the required Airport Category. It is also possible to insert your own airport of refuelling in the **Custom Airport** field. 
-  - Select one of the airports from the list and click 'APPLY' button +  - Select one of the airports from the list and click the 'APPLY' button 
-  - The 'Fuel stop' leg is added to the itinerary. The fuel stop airport is indicated by frame. The feasibility check can be performed by clicking on {{:leon:icons:refresh.png?nolink|}} icon. The new schedule also includes aircraft rotation time. Example, route **EPWA-EGGW** after adding a 'Fuel stop' in **EDDH** would look as below:+  - The 'Fuel stop' leg is added to the itinerary. The fuel stop airport is indicated by frame. The feasibility check can be performed by clicking on {{:leon:icons:refresh.png?nolink|}} icon. The new schedule also includes aircraft rotation time. For example, route **EPWA-EGGW** after adding a 'Fuel stop' in **EDDH** would look as below:
  
 {{:leon:sales:fuel-stop:fstopind.png?nolink|}} {{:leon:sales:fuel-stop:fstopind.png?nolink|}}
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 **In order to assign a Handling Agent to a Client,** you need to: **In order to assign a Handling Agent to a Client,** you need to:
  
-  * Edit the Client in Sales module. An agent can also be assigned while adding a new Client in the Sales module +  * Edit the Client in the Sales module. An agent can also be assigned while adding a new Client in the Sales module 
-  * Select the Agent(s) in the **'Preferred handling agent'** box. Handling agent can be searched by using:+  * Select the Agent(s) in the **'Preferred handling agent'** box. Handling agents can be searched by using:
     * Airport ICAO/IATA/Custom code     * Airport ICAO/IATA/Custom code
     * Handler Name     * Handler Name
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 Additionally, Handler **assigned to the Client is prioritised over the default Handler assigned to the Client Representative**. Additionally, Handler **assigned to the Client is prioritised over the default Handler assigned to the Client Representative**.
  
-If the Handler is changed in the OPS Checklist, updating the trip from Sales panel will affect the Handler selection.+If the Handler is changed in the OPS Checklist, updating the trip from the Sales panel will affect the Handler selection.
  
-If the trip is added in OPS section and the Client is assigned in the TRIP tab, the Client's preferred Handling Agent will be assigned to the trip.+If the trip is added in the OPS section and the Client is assigned in the TRIP tab, the Client's preferred Handling Agent will be assigned to the trip.
  
 <box>**Handling Agent can only be assigned to a Client in the Sales module. Handling Agent assigned to Client Representative is not taken into consideration.**</box> <box>**Handling Agent can only be assigned to a Client in the Sales module. Handling Agent assigned to Client Representative is not taken into consideration.**</box>
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 ==== Invoice ==== ==== Invoice ====
  
-[{{ :leon:sales:Invoice main window.png?200|Adding an invoice in Sales panel}}]+[{{ :leon:sales:invoice_with_tags_1.png?200|Adding an invoice in Sales panel}}]
  
 [{{ :leon:sales:Invoice Leon default 2.png?200|Leon default Invoice pdf template}}] [{{ :leon:sales:Invoice Leon default 2.png?200|Leon default Invoice pdf template}}]
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 {{:leon:sales:invoice templates.png|}} {{:leon:sales:invoice templates.png|}}
  
-Once it's all set up, edit the Quote that has already been **BOOKED**, click button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show **Total price**.+The recipient address for invoice documents is automatically selected in the following order:  
 +  - Default recipient e-mail address set in General Settings / Sales 
 +  - Representative's billing e-mail 
 +  - Requester's billing e-mail 
 +  - Representative's work e-mail 
 +  - Requester's work e-mail 
 + 
 +Once it's all set up, edit the Quote that has already been **BOOKED**, click the button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show **Total price**.
  
 **Three fields with dates** are available in the document: **Three fields with dates** are available in the document:
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   * **Due Date** - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the 'Invoice Date'   * **Due Date** - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the 'Invoice Date'
  
-Click **DOWNLOAD** icon to preview the template before sending it out.+ 
 +Click the **DOWNLOAD** icon to preview the template before sending it out.
  
 {{:leon:sales:RESET ITEMS.png?nolink|}} function makes it easier to recalculate the amount on the 'Invoice'. {{:leon:sales:RESET ITEMS.png?nolink|}} function makes it easier to recalculate the amount on the 'Invoice'.
  
-It is very useful when after sending the invoice to the Client, the amount of the quotation changes, be it due to change in the number of items or the calculated price of the items.+It is very useful when after sending the invoice to the Client, the amount of the quotation changes, be it due to change in the number of items or the calculated price of the items.
  
 In such a scenario, it is sufficient to go to the 'INVOICE' tab in the 'INVOICE' section, press {{:leon:sales:RESET ITEMS.png?nolink|}} button and Leon will update the amount on the invoice to the actual one. In such a scenario, it is sufficient to go to the 'INVOICE' tab in the 'INVOICE' section, press {{:leon:sales:RESET ITEMS.png?nolink|}} button and Leon will update the amount on the invoice to the actual one.
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 <box>**IMPORTANT!!! Any extra items added to the Invoice will be removed after the reset.**</box> <box>**IMPORTANT!!! Any extra items added to the Invoice will be removed after the reset.**</box>
  
-If the quote is created for more than one aircraft, Invoice pop-up will allow to switch between tails and define Invoice items accordingly.+If the quote is created for more than one aircraft, the Invoice pop-up will allow to switch between tails and define Invoice items accordingly.
  
 {{:leon:sales:invoice multiple tails option.png|}} {{:leon:sales:invoice multiple tails option.png|}}
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 It is possible to set up a **default VAT rate per Country** in the **'Sales Module'** tab in the 'General Settings'. More information can be found [[leon:sales-module-tab-in-general-settings|here]]. It is possible to set up a **default VAT rate per Country** in the **'Sales Module'** tab in the 'General Settings'. More information can be found [[leon:sales-module-tab-in-general-settings|here]].
  
-**Apart from the abovementioned**, the 'VAT rate' can be set up in the main Quotation view in the 'VAT' box:+**Apart from the above mentioned**, the 'VAT rate' can be set up in the main Quotation view in the 'VAT' box:
  
 {{:leon:sales:VAT default.png?nolink|}} {{:leon:sales:VAT default.png?nolink|}}
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 **The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in 'Documents Manager'.** **The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in 'Documents Manager'.**
  
-Once the invoice has been paid, you can edit the quote again and in Invoice tab mark a checkbox **Paid** - then you can generate a report (in a scope 'Invoice') in a report Wizard panel and add a column 'Paid' to the report.+Once the invoice has been paid, you can edit the quote again and in the Invoice tab mark a checkbox **Paid** - then you can generate a report (in a scope 'Invoice') in a report Wizard panel and add a column 'Paid' to the report.
  
-----+It is possible to **close** the Invoice (checkbox 'Close'). Once the Invoice is closed, only the user with the 'Can open invoice' setting in the Privileges > 'SETTINGS' tab will be able to preview and edit this page. 
 + 
 +It is also possible to exclude TAX from showing on the Invoice by unmarking a checkbox **Include taxes in trip price on invoices** in a section General Settings > Sales Module. 
 +-------------- 
 + 
 +=== 'Invoices & Credit notes' settings === 
 + 
 +It is now possible to set up a **default 'Due date'** for the Quote Invoice in 'Settings' > 'General settings' > 'Sales Module' tab. 
 + 
 +The setting consists of **2 fields**: 
 + 
 +{{:leon:sales:sales-module-settings:icn_-_due_date_setting.png?nolink|}} 
 + 
 +  - Input with the number of days 
 +  - Dropdown with the following options: 
 +    * **after issue date** - number of days after the invoice issue date 
 +    * **after invoice date** - number of days after the invoice date 
 +    * **before flight** - number of days before the first flight within the request 
 + 
 +As you can see in the example below, the Invoice due date was set to 7 days after the invoice date: 
 + 
 +{{:leon:sales:sales-module-settings:icn_-_invoice.png?nolink|}} 
 + 
 +<box>**By default, the 'Due date' is set to 10 days after the issue date. This setting also applies to 'Credit Notes'**</box> 
 + 
 +-------------- 
 + 
 +=== Tagging Invoice === 
 +[{{ :leon:sales:invoice_with_tags.png?300|'Tags' in Invoice}}] 
 + 
 +It is possible to **tag an Invoice**.  
 + 
 +The option is available on the 'Invoice'/'Recharge invoice'/'Credit note'
 + 
 +In order to **add a new tag** you need to: 
 + 
 +  - Insert the new tag name in the 'Tags' box and press 'Enter'. A new tag will appear underneath the 'Tags' box 
 +  - Click on the colour square and select the colour using the available palette 
 +  - Sending / Saving without sending the Invoice will save the tag 
 + 
 +Once the tag is saved, it will be available in the dropdown list in the 'Tags' box. 
 + 
 +{{:leon:sales:invoice_tag_selection.png?nolink|}} 
 + 
 +Tags added to the Invoice are available in the Report Wizard > Scope 'Invoices & Credit Notes', column 'Invoice Tags'
 + 
 +----------------
 ==== Recharge Invoice & Credit Note ==== ==== Recharge Invoice & Credit Note ====
  
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   * **Recharge Invoice** - sent if there was an extra cost for a service not included in an initial trip cost, i.e. deicing or limo.   * **Recharge Invoice** - sent if there was an extra cost for a service not included in an initial trip cost, i.e. deicing or limo.
-  * **Credit Note** - sent to a client, if some part of the agreed cost should be returned to client, due to i.e. cancellation of the flight by a client or if the cost of the trip turned out to be lower than the agreed cost and the difference must be returned to a client.+  * **Credit Note** - sent to a client, if some part of the agreed cost should be returned to the client, due to i.e. cancellation of the flight by a client or if the cost of the trip turned out to be lower than the agreed cost and the difference must be returned to a client.
  
 ---- ----
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 {{:leon:sales:Recharge in DM.png?nolink|}} {{:leon:sales:Credit note DM.png?nolink|}} {{:leon:sales:Recharge in DM.png?nolink|}} {{:leon:sales:Credit note DM.png?nolink|}}
 [{{ :leon:sales:main screen.png?200|Sending 'Recharge Invoice' and 'Credit Note' documents from 'Requests/Quotes' panel}}] [{{ :leon:sales:main screen.png?200|Sending 'Recharge Invoice' and 'Credit Note' documents from 'Requests/Quotes' panel}}]
-Second step is adding these document in the 'Invoice' section of the quote's edition panel. Click a button **+** placed right next to the 'Invoice' button and select documents from the list.+The second step is adding these documents in the 'Invoice' section of the quote's edition panel. Click a button **+** placed right next to the 'Invoice' button and select documents from the list.
  
 {{:leon:sales:Plus in Invoice.png?nolink|}} {{:leon:sales:Plus in Invoice.png?nolink|}}
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 ==== Owner approval ==== ==== Owner approval ====
  
-**Owner approval** is the functionality which allows sending gain the consent from the Aircraft owner to perform the trip on the aircraft at a given time.+**Owner approval** is the functionality that allows sending gain the consent from the Aircraft owner to perform the trip on the aircraft at a given time.
  
 In order to activate the functionality, you need to: In order to activate the functionality, you need to:
Line 694: Line 773:
  
 [{{ :leon:sales:nq:Approval2.png?200|Owner approval email}}] [{{ :leon:sales:nq:Approval2.png?200|Owner approval email}}]
-Once the option is activated, **APPROVAL** button will appear amongst the status buttons. +Once the option is activated, the **APPROVAL** button will appear amongst the status buttons. 
    
 {{:leon:sales:nq:Approval1.png?nolink|}} {{:leon:sales:nq:Approval1.png?nolink|}}
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 ==== Quote pricing ==== ==== Quote pricing ====
  
-[{{ :leon:sales:quote details 2.png?200|Aircraft & Airport fees in the quote}}]+[{{ :leon:sales:quote-update:rfq_-_change_pricing_quote_overview.png?200|Aircraft & Airport fees in the quote}}]
  
 There are **2** ways of creating price valuation: manual entering price for an entire quote and using a detailed price list for an aircraft and airports. There are **2** ways of creating price valuation: manual entering price for an entire quote and using a detailed price list for an aircraft and airports.
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 You can manually enter the **Price** in the field next to **Aircraft**. This field is only editable when the detailed price list is not added. You can manually enter the **Price** in the field next to **Aircraft**. This field is only editable when the detailed price list is not added.
  
-Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, detailed price list shows automatically and an original **Avinode** price is always displayed next to it and can not be changed.+Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, detailed price list shows automatically and an original **Avinode** price is always displayed next to it and can not be changed.
  
-Once you have added Request & Itinerary details and selected the aircraft, click {{:leon:sales:icon 5.png|}} button and Leon will show a new section **Quote** below with Aircraft Fees & Airport Fees (previously defined in the section [[leon:fees|Fees]]). +Once you have added Request & Itinerary details and selected the aircraft, select one of the options in the **Pricing** section in order to change the default Aircraft Fees & Airport Fees (previously defined in the section [[leon:fees|Fees]]).  
 + 
 +{{:leon:sales:quote-update:rfq_-_change_pricing.png?nolink|{{:leon:sales:quote-update:select_pricing_button.png?nolink|}}
  
 In this section you can manage the price list: In this section you can manage the price list:
  
-  - Add new item+  - Add new item
   - Change the item's name   - Change the item's name
   - Change items quantity and their price.   - Change items quantity and their price.
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 Each item is **editable**, which means you can change its name (for edited flight only - default name remains the same) and/or its price. Each item is **editable**, which means you can change its name (for edited flight only - default name remains the same) and/or its price.
  
-When you click on the arrow next to the price, Leon will show both airports. The default fee will show for ADEP only but you can still add fees to ADES manually. Another option is adding **new fee** available in the drop-down box below the items. When changing fees manually, Leon shows **Total price** simultaneously changed at the same time. Hover the mouse over the Total price amount to see **the price per hour of the flight**.+When you click on the arrow next to the price, Leon will show both airports. The default fee will show for ADEP only but you can still add fees to ADES manually. Another option is adding **new fee** available in the drop-down box below the items. When changing fees manually, Leon shows **Total price** simultaneously changed at the same time. Hover the mouse over the Total price amount to see **the price per hour of the flight**.
  
 {{:leon:sales:total price.png|}} {{:leon:sales:total price.png|}}
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 There are **2 buttons** available to manage the quote: There are **2 buttons** available to manage the quote:
  
-  * **RECALCULATE** +  * **RECALCULATE** - explained below 
-  * **CHANGE PRICING** - should be used when you'd like to recalculate on a different 'Aircraft Fee''Airport Feesremain untouched.+  * **CHANGE PRICING** - should be used when you'd like to recalculate on a different 'Aircraft Fee' or 'Airport fee'
  
 === 'RECALCULATE' === === 'RECALCULATE' ===
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   * 'Additional fee' of €1000 added to EG*   * 'Additional fee' of €1000 added to EG*
  
-Additionally, the original itinerary's flight time has been changed by 10 minutes and 'De-icing' fee added manually.+Additionally, the original itinerary's flight time has been changed by 10 minutes and the 'De-icing' fee was added manually.
  
 As you can see in the screenshot on the right, Leon recalculates based on the new itinerary but also includes the updated aircraft fees. As you can see in the screenshot on the right, Leon recalculates based on the new itinerary but also includes the updated aircraft fees.
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   * 'Additional fee' of €1000 added to EG*   * 'Additional fee' of €1000 added to EG*
  
-Additionally, 'De-icing' fee added manually.+Additionally, the 'De-icing' fee was added manually.
  
 As you can see in the screenshot on the right, only the value of the 'Landing fee' at EPWA has changed. As you can see in the screenshot on the right, only the value of the 'Landing fee' at EPWA has changed.
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 If you tick the {{:leon:sales:Back to checkbox.png?nolink|}} checkbox and press any of the buttons in the 'Send email' window, Leon will revert to the list of Quotes. This setting will be saved so next time when you open an email window this checkbox will be already ticked. If you tick the {{:leon:sales:Back to checkbox.png?nolink|}} checkbox and press any of the buttons in the 'Send email' window, Leon will revert to the list of Quotes. This setting will be saved so next time when you open an email window this checkbox will be already ticked.
 ------ ------
 +==== Changing the price in 'Price' quoting mode ====
 +
 +It is possible to amend the price in the 'Price' quoting mode.
 +
 +There are **two possible scenarios** when the final price is updated:
 +
 +  * **Price increased** - the value of the 'Extra Fee' element of the price list is added and recalculated automatically. If the original quote included both 'Extra Fee' and 'Discount' upon increasing the price these 2 elements are replaced by the new 'Extra Fee' element of the price list
 +  * **Price reduced** - the value of the 'Discount' element of the price list is added and recalculated automatically. If the original quote included both 'Extra Fee' and 'Discount' upon reducing the price these 2 elements are replaced by the new 'Discount' element of the price list
 +
 +If the price increase/reduction are within the 'Extra Fee'/'Discount' elements values respectively, Leon only recalculates the value of the elements' price rather than replacing them.
 +
 +<html>
 +<span style="color:red;font-size:150%;">Examples</span>
 +</html>
 +
 +Below, there are examples presented for each of the scenarios.
 +
 +<html>
 +<span style="color:navy;font-size:130%;">Price increased</span>
 +</html>
 +[{{ :leon:sales:price-change:pe_-_extra_fee.png?300|Price increased - Example 1}}]
 +<html>
 +<span style="color:green;font-size:120%;">Example 1</span>
 +</html>
 +
 +In the screenshot on the right-hand side, the price is increased from €8600 to €9000.
 +
 +The 'Extra Fee' element of the price list was added and recalculated based on the new Final Price.
 +
 +[{{ :leon:sales:price-change:pe_-_discount_to_extra.png?300|Price increased - Example 2}}]
 +<html>
 +<span style="color:green;font-size:120%;">Example 2</span>
 +</html>
 +
 +In the screenshot on the right-hand side, the price is increased from €8600 to €9100.
 +
 +Because the increase is higher (€600) than the value of the 'Discount' (€500), the 'Extra Fee' and the 'Discount' elements of the original price list are **replaced** by a single 'Extra Fee' element with the recalculated value.
 +
 +
 +
 +<html>
 +<span style="color:navy;font-size:130%;">Price reduced</span>
 +</html>
 +[{{ :leon:sales:price-change:pe_-_discount.png?300|Price reduced - Example 1}}]
 +<html>
 +<span style="color:green;font-size:120%;">Example 1</span>
 +</html>
 +
 +In the screenshot on the right-hand side, the price is reduced from €8600 to €8300.
 +
 +The 'Discount' element of the price list was added and recalculated based on the new Final Price.
 +
 +[{{ :leon:sales:price-change:pe_-_sxtra_to_discount.png?300|Price reduced - Example 2}}]
 +<html>
 +<span style="color:green;font-size:120%;">Example 2</span>
 +</html>
 +
 +In the screenshot on the right-hand side, the price is reduced from €9100 to €8500.
 +
 +Because the reduction is higher (€600) than the value of the 'Extra Fee' (€500), the 'Extra Fee' element of the original price list is **replaced** by a single 'Discount' element with the recalculated value.
 +
 +--------------------
  
 ==== The Margin ==== ==== The Margin ====
  
  
-It is important to see the **Margin** between trip-related revenues and the cost - this way the operator knows whether to increase feesor cut cut the cost.+It is important to see the **Margin** between trip-related revenues and the cost - this way the operator knows whether to increase fees or cut the cost.
  
 When creating an aircraft pricing in Leon, it is now possible to define the **Cost** for each fee of the aircraft.  When creating an aircraft pricing in Leon, it is now possible to define the **Cost** for each fee of the aircraft. 
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 {{:leon:sales:defining cost.png?nolink|}} {{:leon:sales:defining cost.png?nolink|}}
  
-Once the cost values have been added, in the quote's edition page Leon will show a new column **Margin** with percenage values. +Once the cost values have been added, on the quote's edition page Leon will show a new column **Margin** with percentage values. 
  
-If the cost is **lower** than the price, Leon will show the margin value in green. If the cost is **higher** than the price, Leon will show it in red. Hover the mouse over the margin's value to view details. At the bottom of the page Leon will show a total margin value.+If the cost is **lower** than the price, Leon will show the margin value in green. If the cost is **higher** than the price, Leon will show it in red. Hover the mouse over the margin's value to view details. At the bottom of the pageLeon will show a total margin value.
  
 {{:leon:sales:fees:Margin - tooltip 1.png?nolink|}} {{:leon:sales:fees:Margin - tooltip 2.png?nolink|}} {{:leon:sales:fees:total margin.png?nolink|}} {{:leon:sales:fees:Margin - tooltip 1.png?nolink|}} {{:leon:sales:fees:Margin - tooltip 2.png?nolink|}} {{:leon:sales:fees:total margin.png?nolink|}}
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 ==== CO2 Emission ==== ==== CO2 Emission ====
  
-More and more clients travelling by airplanes want to know how much **CO2** will be emitted during the flight they have bought. Meeting this request we have added an option to **show CO2 emission on sales documents**: Flight Quotation and Flight Brief.+More and more clients travelling by aeroplanes want to know how much **CO2** will be emitted during the flight they have bought. Meeting this request we have added an option to **show CO2 emission on sales documents**: Flight Quotation and Flight Brief.
  
-In order to have CO2 on sales documents, follow below steps.+In order to have CO2 on sales documents, follow the below steps.
  
   - In the tab OPS of an aircraft profile (section Settings > Fleet) select **Fuel type** (JETA1 or AVGAS).   - In the tab OPS of an aircraft profile (section Settings > Fleet) select **Fuel type** (JETA1 or AVGAS).
   - In the tab PERFORMANCE add **Average fuel consumption**.   - In the tab PERFORMANCE add **Average fuel consumption**.
-  - In a section **Documents Manager** edit one of the sales documents and add CO2 on it by using an item 'CO2' from Available Data filter.+  - In a section **Documents Manager** edit one of the sales documents and add CO2 on it by using an item 'CO2' from the Available Data filter.
  
 {{:leon:documents-manager:CO2.png|}} {{:leon:documents-manager:CO2.png|}}
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 {{:leon:sales:changes-history:rqch2.png?nolink|}} {{:leon:sales:changes-history:rqch2.png?nolink|}}
 [{{ :leon:sales:changes-history:rqch1.png?200|Changes history window}}] [{{ :leon:sales:changes-history:rqch1.png?200|Changes history window}}]
-Clicking on **'Show changes history'** option will generate a pop-up window with details regarding any quote changes such as:+Clicking on the **'Show changes history'** option will generate a pop-up window with details regarding any quote changes such as:
  
   * aircraft changes   * aircraft changes
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   * trip schedule changes   * trip schedule changes
  
-In the changes history window, Leon shows a chronological list of all changes (the latest on top). The ** colors indication** shows added data in green, changed data in yellow and removed data in red.+In the changes history window, Leon shows a chronological list of all changes (the latest on top). The ** colours indication** shows added data in green, changed data in yellow and removed data in red.
  
 When you click on the changed detail, Leon highlights previous entrances of the same detail. When you click on the changed detail, Leon highlights previous entrances of the same detail.
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 ===== Additional options ===== ===== Additional options =====
  
-The right side of the page shows additional panels, which will allow seeing the quote in the Calendar, view the route on the Map, view & manage Sales checklist items and see OPS checklist items, manage PAX, add Notes or Comments.+The right side of the page shows additional panels, which will allow seeing the quote in the Calendar, view the route on the Map, view & managing Sales checklist items and seeing OPS checklist items, managing PAX, add Notes or Comments.
  
 ==== CALENDAR ==== ==== CALENDAR ====
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 [{{ :leon:sales:Calendar1.png?200|The view on quotation flights in Calendar}}] [{{ :leon:sales:Calendar1.png?200|The view on quotation flights in Calendar}}]
  
-The quote itinerary/trip is imposed on actual confirmed schedule of the selected aircraft. The information displayed shows departure-arrival times & ADEP-ADES. +The quote itinerary/trip is imposed on actually confirmed schedule of the selected aircraft. The information displayed shows departure-arrival times & ADEP-ADES. 
  
 {{:leon:sales:flights in calendar2.png?nolink|}} {{:leon:sales:flights in calendar2.png?nolink|}}
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 **Switching the aircraft registration in the 'Itinerary' section will reset the aircraft registration in the 'CALENDAR' tab to the same one.** **Switching the aircraft registration in the 'Itinerary' section will reset the aircraft registration in the 'CALENDAR' tab to the same one.**
 +
 ---- ----
 +==== SUMMARY ====
  
 +
 +The **'Summary'** tab displays the quick overview of all the quotes within one request.
 +
 +The list is displayed in the same order as the order of the quotes.
 +
 +The highlighted line corresponds to the quote that is currently previewed in the request edit section.
 +
 +The tab contains the following columns:
 +[{{ :leon:sales:summary_aircraft_updated.png?300|'Summary' tab}}]
 +  * **No** - order number corresponding to the quote number
 +  * **Aircraft** - Aircraft type and registration assigned to a specific quote
 +  * **Seller** - Name of the airline selling the trip. It could be either the name of the subcharter company or 'Own fleet' label, in case of quoting on own aircraft
 +  * **Operator status** - reply status received from Avinode (<html><span style="color:green;font-size:100%;">Accepted</span></html>, <html><span style="color:red;font-size:100%;">Rejected</span></html>, <html><span style="color:grey;font-size:100%;">Unanswered</span></html>). In case of own fleet or subcharter added within Leon, the status will always be set to 'N/A'
 +  * **Offered** - displays the information whether the specific quote was included in an email sent to the Client using the 'QUOTE" status. Set either to '<html><span style="color:green;font-size:100%;">Yes</span></html>' (if sent) or '<html><span style="color:red;font-size:100%;">No</span></html>'
 +  * **Operator price** - applies to 'Operator price' for quoted by the subcharter operator
 +  * **Margin** - this is either the subcharter operator margin or the margin indicated in the quote performed using the 'Cost & Margin' method
 +  * **Price** - total quoted price
 +
 +=== POSSIBILITY TO SORT QUOTES IN 3 DIFFERENT WAYS ===
 +
 +[{{ :leon:sales:quote_sort_by.png?300|Sorting option in 'Requests/Quotes'}}]
 +It will be possible to sort the quotes in 6 different ways, using the field available in the Summary tab. 
 +
 +  - **Booked, offered, price** - this is the default way of sorting, in which the quotes will be sorted in the following way: 
 +    - Booked
 +    - Offered, ordered by the ascending price
 +    - The rest, ordered by the ascending price
 +  - **Booked, offered, operator price** - the sorting method works similarly to the 'Booked, offered, price' method but prioritises the subcharter Operator Price
 +  - **Price ascending** - the quotes will be ordered by the price, ascending
 +  - **Operator price ascending** - the sorting method works similarly to the 'Price ascending' method but prioritises the subcharter Operator Price
 +  - **Operator status, price** - in this case, the order is following (in each group sorting by ascending price): 
 +    - Own fleet
 +    - Accepted
 +    - Unanswered
 +    - Rejected
 +  - **Operator status, operator price** - the sorting method works similarly to the 'Operator status, price' method but prioritises the subcharter Operator Price
 +
 +--------------
 ==== MAP ==== ==== MAP ====
  
 The **Map** shows the **route** of the trip. You can navigate with the map by clicking **+** or **-** in the top-left corner. The **Map** shows the **route** of the trip. You can navigate with the map by clicking **+** or **-** in the top-left corner.
  
-Selected flight shows the arrow in green. Ferry leg shows the arrow in the light-blue.+The selected flight shows the arrow in green. Ferry leg shows the arrow in the light blue.
  
 {{:leon:sales:map.png|}} {{:leon:sales:map.png|}}
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 **Sales checklist** becomes available when the request is created, whether it is a regular fleet or subcharter. **Sales checklist** becomes available when the request is created, whether it is a regular fleet or subcharter.
  
-It is possible to add extra items of the checklist by using **'ADD ITEM'** button. It is also possible to delete the items by clicking on the **bin** icon.+It is possible to add extra items to the checklist by using the **'ADD ITEM'** button. It is also possible to delete the items by clicking on the **bin** icon.
  
 It is possible to service the Sales Checklist from the OPS view if the trip/quotation has been added in the Requests/Quotes. It is possible to service the Sales Checklist from the OPS view if the trip/quotation has been added in the Requests/Quotes.
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 **OPS Checklist** appears only once the trip is booked. **OPS Checklist** appears only once the trip is booked.
  
-It is also not possible to service OPS checklist in the Requests/Quotes. This can only be serviced in the OPS view.+It is also not possible to service the OPS checklist in the Requests/Quotes. This can only be serviced in the OPS view.
  
-Elements of the Sales Checklist can be set by default in the [[leon:flight-editing|Flight editing]] section. Any changes to the Sales Checklist items will only apply to the newly added flights. If you wish to add or remove the Sales Checklist item, you can do it in the OPS view by using "+ADD ITEM" button.+Elements of the Sales Checklist can be set by default in the [[leon:flight-editing|Flight editing]] section. Any changes to the Sales Checklist items will only apply to the newly added flights. If you wish to add or remove the Sales Checklist item, you can do it in the OPS view by using the "+ADD ITEM" button.
  
 ----------- -----------
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 The change of order on the PAX list will be reflected in the documents as well as the handling request. The change of order on the PAX list will be reflected in the documents as well as the handling request.
  
-<box>**Selected passports will appear on PAX Tripsheet document (as long as in Documents Manager it is properly set up) and on the Handling Requests sheet.**</box>+<box>**Selected 'Travel Document' will appear on the PAX Tripsheet document (as long as in Documents Manager it is properly set up) and on the Handling Requests sheet.**</box>
  
-==== Assigning PAX to the flight by scanning passports ====+==== Assigning PAX to the flight by scanning Passport or a National ID ====
  
-A new possibility of assigning PAX to the flight, by **scanning the passport**, has been introduced.+A new possibility of assigning PAX to the flight, by **scanning the passport/National ID**, has been introduced.
  
-In the quote's edition page, tab PAX, click **Upload files** and select a scan of the passenger'passport.+In the quote's edition page, tab PAX, click **Upload files** and select a scan of the passenger'travel document (in the below example Passport has been used). The following file formats are recognized .jpg, .png, and .pdf.
  
-{{:leon:sales:pax:pass_scan_1.png?nolink|}}+{{:leon:sales:pax:pax_-_upload_scan_option.png?nolink|}}
  
-Once the scan has been uploaded, Leon will show a new window with the scan attached.+Once the scan has been uploaded, Leon will show a new window with the scan attached. In this new window, it is also possible to **select the flights, to which the person should be assigned** ('Legs' part above the scan)
  
-{{:leon:sales:pax:pass_skan_adding.png?nolink|}}+{{:leon:sales:pax:pax_passport_3.png?nolink|}}
  
-To add passenger'details to database (so that it can be used again when the same passenger travels) click a button {{:leon:sales:pax:pass_scan_2.png?nolink|}} and save changes.+Almost all the details are inserted automatically apart from the Place of BirthGender is recognized subject to the availability in the document.
  
-{{:leon:sales:pax:pass_scan_added.png?nolink|}}+To add passenger's details to the database (so that it can be used again when the same passenger travels) click a button {{:leon:sales:pax:pass_scan_2.png?nolink|}} and save changes. 
 + 
 +{{:leon:sales:pax:pax_passport_assigned.png?nolink|}}
  
 If the quote's requester is a company, then passengers added through this functionality will get added to that company's contacts. If the quote's requester is a company, then passengers added through this functionality will get added to that company's contacts.
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 ---------------------- ----------------------
 +==== Picking PAX from the contact list ====
 +
 +It is now possible to select the PAX on the flights using the **PICK FROM THE CONTACT LIST** option.
 +
 +This option allows to quickly select and add the PAX to multiple legs.
 +
 +Click on the **PICK FROM THE CONTACT LIST** option to open the **Select PAX** pop-up window.
 +
 +{{:leon:sales:pax:pax_-_pick_from_the_contact_list.png?nolink|}}
 +
 +
 +=== 'Select PAX' window ===
 +
 +The **Select PAX** window is divided into the following sections:
 +[{{ :leon:sales:pax:select_pax_-_main.png?300|'Select PAX' pop-up window}}]
 +  - **Legs** - allows selecting the flights upon which the action will be taken. Only flights with PAX are listed. Ferry and 0 PAX flights are omitted
 +  - **Search passenger** - option to search for PAX. If the 'Requester' is selected, the 'Search passenger' option is looking for the PAX only assigned to this specific Requester
 +  - **Requester** - automatically selected from the quote
 +  - **Available passengers** - list of PAX assigned to the Requester Company and containing the basic details (Name, DoB, Companies one is assigned to). If the requester company is not selected the list is empty. In this case 'Search passenger' option needs to be used. Clicking on the **+** next to the PAX name will move the PAX to the **Selected passengers** section
 +  - **Selected passengers** - PAX selected in the 'Available passengers' section. Press **-** to remove the passenger from the list  
 +  - **Action buttons**:
 +    * {{:leon:sales:pax:pax_pick_-_cancel.png?nolink|}} - option to cancel PAX selection procedure
 +    * {{:leon:sales:pax:pax_pick_-_clear.png?nolink|}} - option to clear the list of selected PAX
 +    * {{:leon:sales:pax:pax_pick_-_add.png?nolink|}} - option to add PAX to selected flights:
 +      * if there are more PAX names selected than the PAX number, the number of PAX will increase accordingly, i.e. PAX number is 2 but 4 names selected and added - PAX number will increase to 4
 +      * adding further PAX to the list will not overwrite already added PAX, i.e. adding 2 new PAX to 2 already assigned PAX will increase the PAX number to 4
 +    * {{:leon:sales:pax:pax_pick_-_replace.png?nolink|}} - option to replace already added PAX with the new ones
 +
 +-------------
 +
 +==== OPS & CREW ====
 +
 +[{{ :leon:sales:ops-and-crew:ops_and_crew.png?300|'OPS & CREW' tab in quote edit section}}]
 +
 +This section is to serve two purposes:
 +
 +  * to provide the information about the progress of the dispatch of the flight by the operator of the Subcharter
 +  * to give the Sales team a quick overview of the progress of the basic dispatch elements of the booked trip performed by OPS
 +
 +The tab can be **activated** by switchin the privilege **'Sales - OPS & Crew tab'** to 'VIEW'.
 +
 +Each flight within the **OPS & CREW** tab contains the following sections and details:
 +
 +  - **Handling**
 +  - **Crew**
 +  - **Overflight permits**
 +  - **Slots**
 +
 +Flight times are presented in **LT**.
 +
 +The details in this section are **not editable**.
 +
 +This tab is mainly designed with the **subcharter** flights in mind.
 +
 +=== SHARING ===
 +
 +[{{ :leon:new-phonebook:np_-_share_from_opscrew.png?300|'Sharing' settings in the 'OPS&CREW' tab}}]
 +
 +**SHARING** tab allows selecting the data that are to be shared with a requester of subcharter in the 'OPS&CREW' tab in the edit request section.
 +
 +It is possible to **select the trip data directly in the 'OPS&CREW' tab** by clicking on the 'EDIT SETTINGS' button.
 +
 +Currently, the following data can be selected:
 +
 +  * **Handling**
 +  * **Crew**
 +  * **Overflight Permits**
 +  * **Slots**
 +[{{ :leon:new-phonebook:np_-_sharing_tab.png?300|'SHARING' tab}}]
 +Apart from the trip data, it is also possible to apply the settings to the future subcharter requester quote by selecting the relevant checkbox.
 +
 +Once the sharing details are saved, the **Trip data sharing status** will change from 'NOT SHARED' to 'SHARED'.
 +
 +These settings can be applied **directly in the 'New Phonebook'** in the tab 'SHARING' in the Client profile.
 +
 +The details are selected per Client and will apply to all the trips requested by the Client.
 +
 +Once the details are selected and saved, the 'Trip data sharing status' will switch to 'SHARED' in the 'OPS&CREW' tab.
 +
 +__**EXAMPLE**__
 +
 +To visualise the purpose of this function we can assume two operators:
 +
 +  * **Operator A** - requester of the subcharter
 +  * **Operator B** - provider of the subcharter
 +
 +**It is important to mention that in order for the 'Share' function to work**:
 +
 +  * both operators have to use the 'Requests/Quotes' module in Leon
 +  * the trip has to be booked by the provider of the subcharter ('Operator B' in our case)
 +
 +
 +If 'Operator A' requests the subcharter from the 'Operator B', and subsequently 'Operator B' confirms the subcharter and books the trip within Leon, 'Operator B' is also able to select the data that will be shared with the 'Operator A'.
 +
 +Once the data to share is selected on a booked trip by the 'Operator B', 'Operator A' will see, but not edit, this data in the 'OPS & CREW' tab on this particular subcharter. This will allow following the progress of the subcharter.
 +
 +=== SHARING TRIP USING LINK ===
 +[{{ :leon:sales:share_trip_using_link.png?300|Sharing trip using link}}]
 +It is also possible to **share the trip details via email using link**.
 +
 +This option is also available in the 'OPS & CREW' tab upon clicking on the **SHARE THE TRIP** button.
 +
 +Clicking on this button will open a pop-up 'Share the trip' email window in which the following sharing options are available:
 +
 +  * **Handling**
 +  * **Crew**
 +  * **Overflight permits**
 +  * **Slots**
 +  * **Ferry legs**
 +
 +Additionally, the **Apply these settings to future buyer quotes** option is available to save settings for future emails.
 +
 +
 +--------
  
 ==== NOTES ==== ==== 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/Quotes as well as OPS > FLIGHT tab of the responding Flights.+There are the following 'Note' fields available:
  
-**OPS Notes** are not available when the trip is not booked.+  * **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
  
-**Sales Notes** are available as soon as the request is created.+Additionally, there is a **CANCELLATION NOTES** section available in the **Subcharter** section that: 
 +  * apply to the contractual agreement between the operator performing the trip and the subcharter aircraft provider 
 +  * they can be inserted manually if the subcharter details are added on a subcharter aircraft in Leon, or 
 +  * if the subcharter is requested via Avinode, the 'Cancellation policy' details are fed from Avinode, as long as they're available in the subcharter operator settings 
 +  * it can be used on Sales Documents for subcharter (included in the available data in the Documents Manager)
  
  
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   * **REPLY TO CUSTOMER** - contains 2 options:   * **REPLY TO CUSTOMER** - contains 2 options:
     * **Avinode** - allows replying to messages and quotations sent from Avinode     * **Avinode** - allows replying to messages and quotations sent from Avinode
-    * **Email** - allows sending emails and receive emails, as long as it is synchronised with a mailbox+    * **Email** - allows sending emails and receiving emails, as long as it is synchronised with a mailbox
  
 === ADD INTERNAL MESSAGE === === ADD INTERNAL MESSAGE ===
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 Messages inserted in **Avinode** when sending a request to Leon will also show in this section and will be highlighted green. Messages inserted in **Avinode** when sending a request to Leon will also show in this section and will be highlighted green.
  
-When the request is **received from Avinode**, you can click on **REPLY TO CUSTOMER** button and the message will be sent to the Client in Avinode.+When the request is **received from Avinode**, you can click on the **REPLY TO CUSTOMER** button and the message will be sent to the Client in Avinode.
  
-**In Avinode**, the reply will be available in the **'Trips' > 'Buying'** section, as per screenshot.+**In Avinode**, the reply will be available in the **'Trips' > 'Buying'** section, as per the screenshot.
  
 Once the message is added you will be able to see who added a message and what day at what time. The times presented in the messages history are in **LT**. Once the message is added you will be able to see who added a message and what day at what time. The times presented in the messages history are in **LT**.
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 <span style="color:red;font-size:90%;">EMAIL</span> <span style="color:red;font-size:90%;">EMAIL</span>
 </html> </html>
-<box>**In order to be able to send and receive emails in 'MESSAGES' section, the generic mailbox has to be configure by Leon Team. Please contact [[support@leonsoftware.com]] for the details required to perform the configuration.**</box>+<box>**In order to be able to send and receive emails in 'MESSAGES' section, the generic mailbox has to be configure by Leon Team. Please contact us via [[http://support.leonsoftware.com/|Customer Portal]] for the details required to perform the configuration.**</box>
  
 This functionality allows you to send and receive emails directly into Leon and keep the track of your emails in one place. This functionality allows you to send and receive emails directly into Leon and keep the track of your emails in one place.
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 Before you start using the functionality you need to: Before you start using the functionality you need to:
  
-  - Contact [[support@leonsoftware.com]] in order to configure generic mailbox with Leon +  - Contact us via [[http://support.leonsoftware.com/|Customer Portal]] in order to configure generic mailbox with Leon 
-  - Create additional 'Sales Panel Message' email template in 'Email Templates' section, subsection 'Other'. This will allow you to send an email directly from 'MESSAGES' section +  - Create an additional 'Sales Panel Message' email template in the 'Email Templates' section, subsection 'Other'. This will allow you to send an email directly from the 'MESSAGES' section 
  
 Once you have your mailbox configured, you can go to Settings > Email Templates > Other and create the 'Sales Panel Message' template.  Once you have your mailbox configured, you can go to Settings > Email Templates > Other and create the 'Sales Panel Message' template. 
  
-**It is important that the email address provided to Leon is inserted in 'RECIPIENTS' tab > 'Reply to' box.** This email address can also be inserted in another email templates 'Reply to' boxes which will automatically synchronise the emails with the messages section.+**It is important that the email address provided to Leon is inserted in the 'RECIPIENTS' tab > 'Reply to' box.** This email address can also be inserted in another email templates 'Reply to' boxes which will automatically synchronise the emails with the messages section.
 [{{ :leon:sales:AIM3.png?200|'EMAIL' functionality in Leon}}] [{{ :leon:sales:AIM3.png?200|'EMAIL' functionality in Leon}}]
 Once you have everything configured, you can start using the functionality: Once you have everything configured, you can start using the functionality:
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   * address 'To' is automatically generated from Client or Client Representative email address   * address 'To' is automatically generated from Client or Client Representative email address
   * it is possible to attach and send files   * it is possible to attach and send files
-  * files sent by the Client will be received and available to preview in 'MESSAGES' section+  * files sent by the Client will be received and available to preview in the 'MESSAGES' section
   * new message will move the request to the top of the 'Requests/Quotes' list   * new message will move the request to the top of the 'Requests/Quotes' list
   * 'MESSAGES' section will now refresh automatically   * 'MESSAGES' section will now refresh automatically
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 ------------- -------------
- 
  
 ==== AIRPORT CHARGES ==== ==== AIRPORT CHARGES ====
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   - Make sure that the integration with 'Airport Charges' is active   - Make sure that the integration with 'Airport Charges' is active
-  - Add 'Landing Fee' item to the quote. The 'Airport Charges' are assigned to this item and recalculate upon clicking on {{:leon:sales:a-c:ac3.png?nolink|}} icon. As you can see in the screenshot, the total value is a sum of the 'Origin' and 'Destination Charges' and clicking on the arrow next to the 'Landing Fee' will provide you with the breakdown per airport+  - Add the 'Landing Fee' item to the quote. The 'Airport Charges' are assigned to this item and recalculate upon clicking on {{:leon:sales:a-c:ac3.png?nolink|}} icon. As you can see in the screenshot, the total value is a sum of the 'Origin' and 'Destination Charges' and clicking on the arrow next to the 'Landing Fee' will provide you with the breakdown per airport
  
-If 'Landing Fees' item is included in the Aircraft Fees, the quote will initially calculate the fees based on the default price list unless the 'Airport Charges' option is selected. In this case, the default price will be updated based on the 'Airport Charges' and will overwrite the default one.+If the 'Landing Fees' item is included in the Aircraft Fees, the quote will initially calculate the fees based on the default price list unless the 'Airport Charges' option is selected. In this case, the default price will be updated based on the 'Airport Charges' and will overwrite the default one.
  
-If the integration is **not active**, the 'Airport Charges' icon by 'Landing fees' item will still show but will be disabled.+If the integration is **not active**, the 'Airport Charges' icon by the 'Landing fees' item will still show but will be disabled.
  
 ---------------------- ----------------------
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 When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/QUOTES** allows supporting quoting for external aircraft types with Subcharter option. When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/QUOTES** allows supporting quoting for external aircraft types with Subcharter option.
  
-In order to use subcharter option create a quote (or edit existing one) and in the **Aircraft** drop-down box select 'Subcharter' - insert the price, add schedule details (or mark times as 'TBA').+==== New Subcharter Quote ==== 
 +[{{ :leon:sales:subcharter:sub_-_new_method_of_adding.png?200|Adding new subcharter request}}] 
 +'Subcharter' requests can be added in two ways:
  
-The subcharter details edit window is divided into tabs:+  * **New subcharter request** - added using 'NEW QUOTE' button on the main 'Requests/Quotes' view. In this case, the aircraft is not selected in the 'New quote' window and the subcharter quote is created using either of two options:  
 +    * **'CREATE A SUBCHARTER QUOTE'** - created directly in Leon, subcharter details known at this stage 
 +    * **'FIND SUBCHARTER/COMPARE PRICE'** - requesting subcharter from Avinode marketplace 
 +  * **Subcharter in existing request** - quote on a subcharter added to an existing request: 
 +    * Click on a **+** next to the last aircraft tab 
 +    * Select the 'Subcharter' option to add a quote on a subcharter 
 + 
 +{{:leon:sales:subcharter:sub_-_new_method_additng_to_existing.png?nolink|}} 
 + 
 +The subcharter details edit window is divided into tabs:
  
   * **BASIC** - contains subcharter details such as aircraft details, crew details, contact details (email and phone no.) and aircraft photos, as long as available in Avinode   * **BASIC** - contains subcharter details such as aircraft details, crew details, contact details (email and phone no.) and aircraft photos, as long as available in Avinode
-  * **MESSAGES** - possibility to reply directly to the Operator email (as long as it is available in 'BASIC' tab)+  * **MESSAGES** - possibility to reply directly to the Operator email (as long as it is available in the 'BASIC' tab)
   * **AMENITIES** - possibility to select the amenities available on the aircraft as well as the cabin basic measurements and noise levels   * **AMENITIES** - possibility to select the amenities available on the aircraft as well as the cabin basic measurements and noise levels
 +  * **SERVICES** - possibility to select the suppliers of services on the flights within the request
 +  * **DOCUMENTS** - possibility to upload aircraft documents
  
 === Price === === Price ===
-[{{ :leon:sales:subcharter:subprice6.png?300|Subcharter price section}}]+[{{ :leon:sales:subcharter:sub-price-sec_x.png?300|Subcharter price section}}]
  
 The 'Price' section is located above the tabs with the subcharter details. The 'Price' section is located above the tabs with the subcharter details.
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   * **Operator price** - the amount charged by the operator (subcharter price)   * **Operator price** - the amount charged by the operator (subcharter price)
   * **Margin** - income margin calculated on top of the total cost   * **Margin** - income margin calculated on top of the total cost
-  * **Third party commission** - commission paid to the third-party broker+  * **Third-party commission** - commission paid to the third-party broker
  
 Based on the above elements, the total price is calculated as: Based on the above elements, the total price is calculated as:
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 === Basic === === Basic ===
-[{{ :leon:sales:subcharter:sub8.png?300|Subcharter tab in Requests/Quotes panel}}]+[{{ :leon:sales:subcharter:sub_sec_upd_x.png?300|Subcharter tab in Requests/Quotes panel}}]
 In a subcharter 'BASIC' section (underneath the itinerary), select an **AC type** (it is mandatory to save the quote if you don't select the type Leon will show a warning). Other details, such as Registration, CPT, FO and FA are not mandatory. In a subcharter 'BASIC' section (underneath the itinerary), select an **AC type** (it is mandatory to save the quote if you don't select the type Leon will show a warning). Other details, such as Registration, CPT, FO and FA are not mandatory.
  
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 If the subcharter is requested via **Avinode**, the 'Cancellation policy' details are fed from Avinode, as long as they're available in the subcharter operator settings. If the subcharter is requested via **Avinode**, the 'Cancellation policy' details are fed from Avinode, as long as they're available in the subcharter operator settings.
  
-It is also possible to select **Handling agents** for Subcharters. Handlers can be selected from the drop-down list.+It is also possible to select **Handling agents** for Subcharters. Handlers can be selected from the drop-down list. However, if in a section General Settings > Sales Module a checkbox **Select handling agents on subcharters automatically** is unmarked, Leon will not show handlers automatically.
  
 If we already used subcharter functionality in the past, Leon will search for an aircraft that was previously used. The dropdown list will display both aircraft registration and the operator name in the format **Registration, Operator name**. The aircraft is suggested based on the date of the last request created on this particular aircraft. If we already used subcharter functionality in the past, Leon will search for an aircraft that was previously used. The dropdown list will display both aircraft registration and the operator name in the format **Registration, Operator name**. The aircraft is suggested based on the date of the last request created on this particular aircraft.
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 Once we select the aircraft, all the data is copied from the previous request, including type, crew, aircraft details and photos. The only input that is **not copied** is the subcharter price. Once we select the aircraft, all the data is copied from the previous request, including type, crew, aircraft details and photos. The only input that is **not copied** is the subcharter price.
  
-Once the subcharter quote is saved you can manage it just like a standard quote. There is one exception - you cannot physically book subcharter quote as option / confirmed flight into OPS module. However, you can still change the status to 'option' and book, but the quote will not be booked.+Once the subcharter quote is saved you can manage it just like a standard quote. There is one exception - you cannot physically book subcharter quote as an option / confirmed flight into the OPS module. However, you can still change the status to 'option' and book, but the quote will not be booked.
  
 You can send **Flight Quotations** containing normal and subcharter quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon:documents-manager|Documents Manager]] and **Email Templates** from [[leon:email-templates|Email Templates]] panel. In both of these panels, you have access to fields values provided in 'Subcharter' tab of the right panel. You can send **Flight Quotations** containing normal and subcharter quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon:documents-manager|Documents Manager]] and **Email Templates** from [[leon:email-templates|Email Templates]] panel. In both of these panels, you have access to fields values provided in 'Subcharter' tab of the right panel.
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 [{{ :leon:sales:Subcharter7.png?300|Uploading photos in Subcharter Tab}}] [{{ :leon:sales:Subcharter7.png?300|Uploading photos in Subcharter Tab}}]
-You can also upload the photos of the Subcharter aircraft.+You can also upload photos of the Subcharter aircraft.
  
 === Uploading photos === === Uploading photos ===
  
-In order to do it, click on **'EDIT PICTURES'** button.+In order to do it, click on the **'EDIT PICTURES'** button.
  
 A pop-up window will appear with the **'UPLOAD FILES'** button which will allow you to upload photos from your computer. A pop-up window will appear with the **'UPLOAD FILES'** button which will allow you to upload photos from your computer.
  
-Once you selected the photos, in 'Edit pictures' pop-up window, you have to assign title to each of uploaded photos (example in the screenshot). +Once you selected the photos, in the 'Edit pictures' pop-up window, you have to assign title to each of the uploaded photos (example in the screenshot). 
  
 Clicking 'SAVE' will upload the photos. Clicking 'SAVE' will upload the photos.
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 In this tab, it is possible to reply directly to the Operator. In this tab, it is possible to reply directly to the Operator.
  
-In order to reply directly to the Operator, Operator's email has to be inserted in **Contact email** box in 'BASIC' tab.+In order to reply directly to the Operator, Operator's email has to be inserted in the **Contact email** box in the 'BASIC' tab. 
 + 
 +In order to reply to Operator press **REPLY TO OPERATOR** link and select the **EMAIL** option. The operator's email will be picked from **Contact email** in the 'BASIC' tab. 
  
-In order to reply to Operator press **REPLY TO OPERATOR** link and select **EMAIL** option. Operator's email will be picked from **Contact email** in the 'BASIC' tab.  
  
 Select 'Subcharter message' template in the dropdown. 'Subcharter message' email template needs to be created in 'Settings' > 'Email templates' Select 'Subcharter message' template in the dropdown. 'Subcharter message' email template needs to be created in 'Settings' > 'Email templates'
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 === Amenities === === Amenities ===
  
-It is possible to add **Amenities** when creating a quote on **Subcharter** aircracft. In the quote's edition for Subcharter there is a dedicated new tab 'Amenities' where it's possible to add several amenities, such as: +It is possible to add **Amenities** when creating a quote on **Subcharter** aircraft. In the quote's edition for Subcharterthere is a dedicated new tab 'Amenities' where it's possible to add several amenities, such as: 
  
   * **Smoking & Wifi** - mark checkboxes to enable them.   * **Smoking & Wifi** - mark checkboxes to enable them.
-  * **Wifi type** - select betweenInternat via Satcom, KA band, KU band, SBB (Swift Broadband) and Iridium. +  * **Wifi type** - select between Internat via Satcom, KA band, KU band, SBB (Swift Broadband) and Iridium. 
-  * **Cabin details** - width, height, lenght and volume. +  * **Cabin details** - width, height, length and volume. 
-  * **Baggage capacity** - add number of items.+  * **Baggage capacity** - add number of items.
  
  
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 Leon will also show 'Wifi' & 'Smoking' amenities for Subcharters downloaded from **Avinode**, which are defined in Avinode's section: Aircraft > Fleet edition > Update amenities. Leon will also show 'Wifi' & 'Smoking' amenities for Subcharters downloaded from **Avinode**, which are defined in Avinode's section: Aircraft > Fleet edition > Update amenities.
  
 +------------
 +=== Services ===
 +
 +In this tab, it is possible to select and overview the suppliers of the services on the flights within the request.
 +
 +The services included are:
 +
 +  * **Handling ADEP** and **Handling ADES**
 +  * **Catering**
 +  * **PAX Transport ADEP** and **PAX Transport ADES**
 +
 +
 +The providers of the services have to be selected manually.
 +
 +----------------
 +=== Documents ===
 +
 +It is possible to upload the documents to the subcharter aircraft.
 +
 +These could be the documents provided by the subcharter aircraft operator.
 +[{{ :leon:sales:subcharter:subcharter_-_documents_tab.png?300|'Documents' tab in the Subcharter}}]
 +In order to add the new documents, the following steps are required for each document:
 +
 +  - Click on the **UPLOAD FILES** button and select the file to be uploaded
 +  - The fields to insert the document details will appear:
 +    * **Name** - Name of the document will be automatically populated from the uploaded file. It can be changed/overwritten. This is the only **mandatory** field
 +    * **Issue date** - possibility to insert the date of issue
 +    * **Expiry date** - possibility to insert the date of expiry
 +  - Click o **SAVE** button at the bottom of the page to save uploaded details
 +
 +Once the documents are uploaded, **additional actions** can be performed:
 +
 +  * {{:leon:sales:subcharter:documents_-_preview.png?nolink|}} - this action button allows to preview the uploaded document
 +  * {{:leon:sales:subcharter:documents_-_change.png?nolink|}} - this action button allows changing the previously uploaded document with the new one
 +  * {{:leon:sales:subcharter:documents_-_hyphen.png?nolink|}} - this action button allows removing the Aircraft document details as well as the file
 +
 +<box>**Once the documents have been uploaded to the subcharter aircraft, they will be automatically available on any further subcharter flights performed on the same aircraft**</box>
 +
 +------
 +==== SCHEDULE UPDATE ====
 +
 +The requested schedule can be updated using the **EDIT REQUEST** button located next to the 'Request ID'.
 +[{{ :leon:sales:subcharter:schedule_update.png?300|Available options after the schedule is edited}}]
 +After the changes are performed in the 'EDIT REQUEST' pop-up window and applied ('UPDATE' button), the yellow strip will appear in the request edit section with the following options:
 +
 +  * **IGNORE** - does not apply any changes
 +  * **APPLY** - the update will be accepted and reflected in the updated itinerary
 +  * **CREATE NEW** - new itinerary on the same aircraft will be created within the same request (the second tab with the updated itinerary)
 +  * **SHOW CHANGES** - displays the history of changes of the request
  
 +Once the changes are applied, they will reflect in the main 'Requests/Quotes' view.
  
 +-----------------
leon/sales.1627022827.txt.gz · Last modified: 2021/07/23 06:47 by bartek