This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
leon:sales [2021/08/27 05:47] rafal [Picking PAX from the contact list] |
leon:sales [2023/12/20 19:13] (current) rafal [Price Based] |
||
---|---|---|---|
Line 12: | Line 12: | ||
The main page displays several columns: | The main page displays several columns: | ||
- | [{{ : | + | [{{ : |
* **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, Rejected, or Closed. |
- | * **Requester** - requesting client' | + | * **Requester** - requesting client' |
* **Aircraft** - requested aircraft registration & type. | * **Aircraft** - requested aircraft registration & type. | ||
- | * **Itinerary** - requested itinerary. | + | |
+ | * **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 | ||
+ | | ||
+ | |||
+ | {{: | ||
* **Created** - informs when the request has been created. Switched off by default, can be switched on in the ' | * **Created** - informs when the request has been created. Switched off by default, can be switched on in the ' | ||
* **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' | * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. Underneath the person' | ||
- | * **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' | ||
* **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' | * **Messages** - Leon displays all comments added in the quote' | ||
- | * **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 ' | + | * **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 ' |
In the top-right corner there is a {{: | In the top-right corner there is a {{: | ||
Line 34: | Line 43: | ||
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, | + | * **Type to search** - you can type any part of the ID, Requester, or Representative |
* **Status** - Leon shows ' | * **Status** - Leon shows ' | ||
* **Show** - you can filter by the following: | * **Show** - you can filter by the following: | ||
Line 41: | Line 50: | ||
* **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 requests** - displaying trips requested by the owner in the Owner App (' | ||
- | | + | * **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 ' | ||
+ | | ||
* **FILTER** - allows filtering by: | * **FILTER** - allows filtering by: | ||
* **Assignees** - sales person(s) assigned to quotes | * **Assignees** - sales person(s) assigned to quotes | ||
Line 48: | Line 59: | ||
{{: | {{: | ||
+ | [{{ : | ||
+ | In the **Itinerary** column Leon indicates the timeframe to the start of a flight by underlining the specific leg as per below: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | 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: | ||
Line 60: | Line 79: | ||
* **REJECT REQUEST** - allows to quickly reject a request | * **REJECT REQUEST** - allows to quickly reject a request | ||
- | * **CLONE REQUEST** - option to clone specific | + | * **CLONE REQUEST** - option to clone specific |
* **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 | ||
Line 73: | Line 92: | ||
[{{ : | [{{ : | ||
- | It is possible to preview selected airport details from ' | + | It is possible to preview selected airport details from the ' |
- | 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 **' | + | 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 **' |
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**. | ||
Line 101: | Line 120: | ||
* attach documents | * attach documents | ||
- | If the quote comes from **Avinode**, | + | If the quote comes from **Avinode**, |
**History of correspondence** will display below the current message. | **History of correspondence** will display below the current message. | ||
Line 121: | Line 140: | ||
==== Price Based ==== | ==== Price Based ==== | ||
- | [{{ : | + | [{{ : |
To **add a new quote** you need to perform the following steps: | To **add a new quote** you need to perform the following steps: | ||
Line 128: | Line 147: | ||
**2.** Fill in the information in the **'Add new quote request' | **2.** Fill in the information in the **'Add new quote request' | ||
- | * ' | + | |
- | * 'Min. category' | + | * option is always set to LT by default |
- | * ' | + | * times in the Schedule section are not recalculated upon changing the timezone |
- | * 'Add positionings automatically:' | + | * **' |
- | * ' | + | |
- | * ' | + | * **'Min. category' |
+ | | ||
+ | * **' | ||
+ | | ||
+ | [{{ : | ||
+ | * **Flight rotation selection options**: | ||
+ | * **'One Way or Multi Leg' | ||
+ | * adding legs with PAX and using **+** to add multiple legs | ||
+ | * **' | ||
+ | * 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 | ||
+ | |||
+ | | ||
+ | |||
+ | 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. | ||
+ | |||
+ | | ||
**3.** Press ' | **3.** Press ' | ||
Line 153: | Line 192: | ||
{{: | {{: | ||
+ | < | ||
---------------- | ---------------- | ||
Line 160: | Line 199: | ||
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' | + | In order to quote using the 'Costs & margin' |
* Insert the costs in the ' | * Insert the costs in the ' | ||
Line 169: | Line 208: | ||
- | 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 ' | Within the quote breakdown, you will see the ' | ||
- | [{{ : | + | [{{ : |
The **Discount** and **Additional Fee** elements **do not apply to** 'Costs and margin' | The **Discount** and **Additional Fee** elements **do not apply to** 'Costs and margin' | ||
Line 181: | Line 220: | ||
* **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 | ||
Line 194: | Line 233: | ||
{{: | {{: | ||
- | < | + | < |
The **sales documents** will still present the total price from the ' | The **sales documents** will still present the total price from the ' | ||
- | < | + | < |
------------ | ------------ | ||
===== Managing the RFQ ===== | ===== Managing the RFQ ===== | ||
- | [{{ : | + | [{{ : |
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: | ||
Line 216: | Line 255: | ||
* **Marketplace** - Avinode, HelloJet, Victor or Leon. | * **Marketplace** - Avinode, HelloJet, Victor or Leon. | ||
- | * **Quote request ID** - ID of the quote generated by Marketplace. Additionally, | + | * **Quote request ID** - ID of the quote generated by Marketplace. Additionally, |
* **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/ | * **EDIT REQUEST** - option to edit the initially requested schedule and apply changes so that they reflect in the main Requests/ | ||
Line 229: | Line 268: | ||
[{{ : | [{{ : | ||
- | It is now possible to **add a new client** (a company or a person) straight from **REQUESTS/ | + | It is now possible to **add a new client** (a company or a person) straight from the **REQUESTS/ |
When creating a new quote, click a **+** icon right next to the ' | When creating a new quote, click a **+** icon right next to the ' | ||
Line 274: | Line 313: | ||
The ' | The ' | ||
- | If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/ | + | If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/ |
< | < | ||
Line 310: | Line 349: | ||
{{: | {{: | ||
-------- | -------- | ||
- | ==== Flight time calculations from Aviapages ==== | ||
- | It is possible to download | + | ==== Auto update of the booked trips ==== |
- | Flight time calculations from Aviapages **include factors** such as the aircraft type, weather, distance amongst others. | + | [{{ : |
- | In order to use this functionality, | + | It is possible |
- | __**How it works**__ | + | **AUTO-UPDATE** |
- | [{{ : | + | |
- | [{{ : | + | |
- | After the integration is activated, {{: | + | To make it work, mark a checkbox **Auto-update booked trips in Requests/ |
- | Clicking on {{: | + | **MANUAL UPDATE** |
- | Additionally, | + | If an auto-update is switched off and the booked quote's schedule changes, Leon will show an orange warning triangle in the button {{: |
- | Clicking on {{: | + | Click it and select **Update trip using (aircraft reg number) quote** and Leon will update |
- | * Positioning legs (before and after the requested schedule) - both arrival and departure can be updated since it depends on the rotation time | + | {{: |
- | * 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 | + | |
- | < | ||
- | === 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** (' | ||
- | 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 are: sending emails, documents, etc... |
- | | + | The statuses available in the request edit section can be **customized** in the [[leon:sales-module-tab-in-general-settings|'Sales Module' |
- | {{:leon:sales: | + | |
- | * **Fleet** - ' | ||
- | {{: | ||
- | * **General Settings** - 'Exclusion zones' | + | |
- | {{: | + | - 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 |
+ | | ||
+ | - CONTRACT - shows a new window for Charter Agreement document sending. It is possible to **include the positioning FERRY flights** | ||
+ | - BOOK - click to add the trip to the OPS page with the status | ||
+ | - 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 | ||
+ | - 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 ' | ||
+ | - CANCEL - this status is very similar | ||
+ | [{{ : | ||
+ | Independent from the status change actions you can always print sales document or send it via email using options: | ||
- | --------- | + | {{: |
- | ==== Flight time calculations from RouteFinder ==== | + | |
- | [{{ : | + | |
- | **RouteFinder** flight times calculations option is available, like the ' | + | - DOCUMENT - Flight Quotation, Charter Agreement, Flight Brief, and already created Invoices. |
+ | - SEND EMAIL - for sending sales documents via email or sending custom emails. | ||
- | ' | + | < |
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
- | The flight time is calculated automatically | + | It is possible to set up a **due date and time** |
- | It is possible to calculate based on **Trafic flow restrictions**. If the **Trafic flow restrictions** parameter is set to **' | + | The Option can be created |
- | 'RouteFinder' | + | * by selecting the 'OPTION' |
+ | * by selecting the 'CONTRACT' | ||
- | If an **aircraft type is not available** in the 'RouteFinder', the **'Aircraft type is not supported'** message will appear. | + | Both 'OPTION' |
- | **Once the ' | + | 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 reply, both the request, as well as the booked option, are cancelled. |
- | ' | + | __**EXAMPLE**__ |
- | --------------- | + | |
- | ==== Flight time calculations from Avinode ==== | + | |
- | {{ : | + | The email is sent with the date as per the screenshot |
- | It is possible to download | + | If the response |
- | This option require contacting [[http:// | + | **1. Quote status changes from ' |
- | After the option is activated, | + | {{: |
- | Clicking on the button will open a pop-up | + | **2. The notion booked in OPS is also deleted** |
- | Additionally, | + | {{: |
- | ----- | ||
- | ==== Flight time calculations based on Historical Flights ==== | ||
- | [{{ : | ||
- | Flight times calculations based on the **Historical flights** is available, as a third option, under {{: | ||
- | This option | + | Additionally, |
- | 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 order: 21, 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. | + | {{: |
+ | It is possible to set up the **due date by default**. More information can be found in the [[leon: | ||
- | The final value is calculated as the sum of all matching flights divided by the number of flights. Additionally, | + | ------- |
- | + | ||
- | 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 ==== | + | |
- | [{{ : | + | |
- | + | ||
- | **Aircraft performance model** option is available under {{: | + | |
- | + | ||
- | ' | + | |
- | + | ||
- | 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 ==== | + | |
- | + | ||
- | [{{ : | + | |
- | + | ||
- | It is possible to set up an **auto-update** of the booked trips. Once a quote' | + | |
- | + | ||
- | **AUTO UPDATE** | + | |
- | + | ||
- | To make it work, mark a checkbox **Auto update booked trips in Requests/ | + | |
- | + | ||
- | **MANUAL UPDATE** | + | |
- | + | ||
- | If an auto update is switched off and the booked quote' | + | |
- | + | ||
- | Click it and select **Update trip using (aircraft reg number) quote** and Leon will update the trip's schedule in OPS panel. | + | |
- | + | ||
- | {{: | + | |
- | + | ||
- | + | ||
- | ---- | + | |
- | + | ||
- | ==== 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/ | + | |
- | - 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 ' | + | |
- | - 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 ' | + | |
- | - 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' | + | |
- | [{{ : | + | |
- | Independent from the status change actions you can always print sales document or send it via email using options: | + | |
- | + | ||
- | {{: | + | |
- | + | ||
- | - DOCUMENT - Flight Quotation, Charter Agreement & Flight Brief. | + | |
- | - SEND EMAIL - for sending sales documents via email or sending custom emails. | + | |
- | + | ||
- | < | + | |
- | ---- | + | |
==== Itinerary details ==== | ==== Itinerary details ==== | ||
Line 484: | Line 450: | ||
If there is a discontinuity in the itinerary, and the warning is marked in the 3-dot filter, it is indicated with {{: | If there is a discontinuity in the itinerary, and the warning is marked in the 3-dot filter, it is indicated with {{: | ||
- | If there is no **aircraft performance data** inserted in ' | + | If there is no **aircraft performance data** inserted in the ' |
{{: | {{: | ||
- | 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 |
- | [{{ : | + | [{{ : |
[{{ : | [{{ : | ||
In the top-right corner of the itinerary, there is a {{: | In the top-right corner of the itinerary, there is a {{: | ||
* **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 | ||
Line 511: | Line 477: | ||
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 ' | + | When sending documents to the client, Leon also shows red triangle (alerting feasibility check) next to the ' |
{{: | {{: | ||
Line 521: | Line 487: | ||
{{: | {{: | ||
- | Below trip details you can find **3** options to: | + | Below trip details you can find **4** options to: |
- {{: | - {{: | ||
- | - {{: | + | - {{: |
+ | - {{: | ||
+ | - {{: | ||
- | 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/ | + | If you click on this icon Leon will display |
=== Modifying timeframes in schedule === | === Modifying timeframes in schedule === | ||
Line 537: | Line 505: | ||
**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 ' | **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 ' | ||
- | **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/ | **4**. When changing **ADEP/ | ||
+ | |||
+ | --------- | ||
+ | ==== Updating booked quote ==== | ||
+ | |||
+ | We have **improved** a functionality of __updating quote' | ||
+ | |||
+ | If the quote' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When selecting {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When selecting {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | **Changes will reflect in the main Requests/ | ||
+ | |||
+ | ------------------------------ | ||
+ | ==== Rejecting the quote ==== | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | |||
+ | Request can be **rejected** in three ways: | ||
+ | |||
+ | * from the pop-up menu in the main ' | ||
+ | * from the edit quote window using the ' | ||
+ | * 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' | ||
+ | |||
+ | 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 ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Additionally, | ||
--------- | --------- | ||
Line 558: | Line 583: | ||
- Click on a 'Fuel stop' icon | - Click on a 'Fuel stop' icon | ||
- | - In the ' | + | - In the ' |
- | - Select one of the airports from the list and click ' | + | - Select one of the airports from the list and click the ' |
- | - 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 {{: | + | - 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 {{: |
{{: | {{: | ||
Line 571: | Line 596: | ||
**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 **' | + | * Select the Agent(s) in the **' |
* Airport ICAO/ | * Airport ICAO/ | ||
* Handler Name | * Handler Name | ||
Line 591: | Line 616: | ||
Additionally, | Additionally, | ||
- | 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' | + | If the trip is added in the OPS section and the Client is assigned in the TRIP tab, the Client' |
< | < | ||
Line 612: | Line 637: | ||
{{: | {{: | ||
- | 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' | ||
+ | - Requester' | ||
+ | - Representative' | ||
+ | - Requester' | ||
+ | |||
+ | 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: | ||
Line 621: | Line 653: | ||
- | Click **DOWNLOAD** icon to preview the template before sending it out. | + | Click the **DOWNLOAD** icon to preview the template before sending it out. |
{{: | {{: | ||
- | 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 a change in the number of items or the calculated price of the items. |
In such a scenario, it is sufficient to go to the ' | In such a scenario, it is sufficient to go to the ' | ||
Line 631: | Line 663: | ||
< | < | ||
- | 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, |
{{: | {{: | ||
Line 641: | Line 673: | ||
It is possible to set up a **default VAT rate per Country** in the **' | It is possible to set up a **default VAT rate per Country** in the **' | ||
- | **Apart from the abovementioned**, the 'VAT rate' can be set up in the main Quotation view in the ' | + | **Apart from the above mentioned**, the 'VAT rate' can be set up in the main Quotation view in the ' |
{{: | {{: | ||
Line 659: | Line 691: | ||
**The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in ' | **The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in ' | ||
- | 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 ' | + | 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 ' |
+ | |||
+ | It is possible to **close** the Invoice (checkbox ' | ||
+ | |||
+ | 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. | ||
+ | -------------- | ||
+ | |||
+ | === ' | ||
+ | |||
+ | It is now possible to set up a **default 'Due date' | ||
+ | |||
+ | The setting consists of **2 fields**: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | - 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: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | -------------- | ||
- | ---- | ||
=== Tagging Invoice === | === Tagging Invoice === | ||
[{{ : | [{{ : | ||
Line 672: | Line 730: | ||
- Insert the new tag name in the ' | - Insert the new tag name in the ' | ||
- | - Click on the color square and select the color using the available palette | + | - Click on the colour |
- Sending / Saving without sending the Invoice will save the tag | - Sending / Saving without sending the Invoice will save the tag | ||
Line 687: | Line 745: | ||
* **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. |
---- | ---- | ||
Line 695: | Line 753: | ||
{{: | {{: | ||
[{{ : | [{{ : | ||
- | Second | + | The second |
{{: | {{: | ||
Line 707: | Line 765: | ||
==== Owner approval ==== | ==== Owner approval ==== | ||
- | **Owner approval** is the functionality | + | **Owner approval** is the functionality |
In order to activate the functionality, | In order to activate the functionality, | ||
Line 715: | Line 773: | ||
[{{ : | [{{ : | ||
- | Once the option is activated, **APPROVAL** button will appear amongst the status buttons. | + | Once the option is activated, |
{{: | {{: | ||
Line 744: | Line 802: | ||
==== Quote pricing ==== | ==== Quote pricing ==== | ||
- | [{{ : | + | [{{ : |
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. | ||
Line 750: | Line 808: | ||
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, a 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, | + | Once you have added Request & Itinerary details and selected the aircraft, |
+ | |||
+ | {{: | ||
In this section you can manage the price list: | In this section you can manage the price list: | ||
- | - Add new item | + | - Add a new item |
- Change the item's name | - Change the item's name | ||
- Change items quantity and their price. | - Change items quantity and their price. | ||
Line 764: | Line 824: | ||
Each item is **editable**, | Each item is **editable**, | ||
- | 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 |
{{: | {{: | ||
Line 778: | Line 838: | ||
There are **2 buttons** available to manage the quote: | There are **2 buttons** available to manage the quote: | ||
- | * **RECALCULATE** | + | * **RECALCULATE** |
- | * **CHANGE PRICING** - should be used when you'd like to recalculate on a different ' | + | * **CHANGE PRICING** - should be used when you'd like to recalculate on a different ' |
=== ' | === ' | ||
Line 808: | Line 868: | ||
* ' | * ' | ||
- | Additionally, | + | Additionally, |
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. | ||
Line 832: | Line 892: | ||
* ' | * ' | ||
- | Additionally, | + | Additionally, |
As you can see in the screenshot on the right, only the value of the ' | As you can see in the screenshot on the right, only the value of the ' | ||
Line 858: | Line 918: | ||
If you tick the {{: | If you tick the {{: | ||
------ | ------ | ||
+ | ==== Changing the price in ' | ||
+ | |||
+ | It is possible to amend the price in the ' | ||
+ | |||
+ | 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 ' | ||
+ | * **Price reduced** - the value of the ' | ||
+ | |||
+ | If the price increase/ | ||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | Below, there are examples presented for each of the scenarios. | ||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | 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. | ||
+ | |||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | 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 ' | ||
+ | |||
+ | |||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | In the screenshot on the right-hand side, the price is reduced from €8600 to €8300. | ||
+ | |||
+ | The ' | ||
+ | |||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | 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 ' | ||
+ | |||
+ | -------------------- | ||
==== 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 fees, or 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. | ||
Line 871: | Line 993: | ||
{{: | {{: | ||
- | Once the cost values have been added, | + | Once the cost values have been added, |
- | 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' | + | 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' |
{{: | {{: | ||
Line 892: | Line 1014: | ||
==== CO2 Emission ==== | ==== CO2 Emission ==== | ||
- | More and more clients travelling by airplanes | + | More and more clients travelling by aeroplanes |
- | In order to have CO2 on sales documents, follow below steps. | + | In order to have CO2 on sales documents, follow |
- 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 ' | + | - In a section **Documents Manager** edit one of the sales documents and add CO2 on it by using an item ' |
{{: | {{: | ||
Line 912: | Line 1034: | ||
{{: | {{: | ||
[{{ : | [{{ : | ||
- | Clicking on **' | + | Clicking on the **' |
* aircraft changes | * aircraft changes | ||
Line 919: | Line 1041: | ||
* 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 | + | In the changes history window, Leon shows a chronological list of all changes (the latest on top). The ** colours |
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. | ||
Line 942: | Line 1064: | ||
===== 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 | + | 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 |
==== CALENDAR ==== | ==== CALENDAR ==== | ||
Line 948: | Line 1070: | ||
[{{ : | [{{ : | ||
- | The quote itinerary/ | + | The quote itinerary/ |
{{: | {{: | ||
Line 961: | Line 1083: | ||
**Switching the aircraft registration in the ' | **Switching the aircraft registration in the ' | ||
+ | |||
---- | ---- | ||
+ | ==== SUMMARY ==== | ||
+ | |||
+ | The **' | ||
+ | |||
+ | 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: | ||
+ | [{{ : | ||
+ | * **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 (< | ||
+ | * **Offered** - displays the information whether the specific quote was included in an email sent to the Client using the ' | ||
+ | * **Operator price** - applies to ' | ||
+ | * **Margin** - this is either the subcharter operator margin or the margin indicated in the quote performed using the 'Cost & Margin' | ||
+ | * **Price** - total quoted price | ||
+ | |||
+ | === POSSIBILITY TO SORT QUOTES IN 3 DIFFERENT WAYS === | ||
+ | |||
+ | [{{ : | ||
+ | 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 ' | ||
+ | - **Price ascending** - the quotes will be ordered by the price, ascending | ||
+ | - **Operator price ascending** - the sorting method works similarly to the 'Price ascending' | ||
+ | - **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 ' | ||
+ | |||
+ | -------------- | ||
==== 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 | + | The selected |
{{: | {{: | ||
Line 982: | Line 1144: | ||
**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' | + | It is possible to add extra items to the checklist by using the **'ADD ITEM' |
It is possible to service the Sales Checklist from the OPS view if the trip/ | It is possible to service the Sales Checklist from the OPS view if the trip/ | ||
Line 988: | Line 1150: | ||
**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/ | + | It is also not possible to service |
- | Elements of the Sales Checklist can be set by default in the [[leon: | + | Elements of the Sales Checklist can be set by default in the [[leon: |
----------- | ----------- | ||
Line 1024: | Line 1186: | ||
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. | ||
- | < | + | < |
- | ==== Assigning PAX to the flight by scanning | + | ==== Assigning PAX to the flight by scanning |
- | 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' | + | In the quote' |
{{: | {{: | ||
Line 1036: | Line 1198: | ||
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** (' | 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** (' | ||
- | {{: | + | {{: |
+ | |||
+ | Almost all the details are inserted automatically apart from the Place of Birth. Gender is recognized subject to the availability in the document. | ||
To add passenger' | To add passenger' | ||
Line 1075: | Line 1239: | ||
------------- | ------------- | ||
+ | |||
+ | ==== OPS & CREW ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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 **' | ||
+ | |||
+ | 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 === | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | **SHARING** tab allows selecting the data that are to be shared with a requester of subcharter in the ' | ||
+ | |||
+ | It is possible to **select the trip data directly in the ' | ||
+ | |||
+ | Currently, the following data can be selected: | ||
+ | |||
+ | * **Handling** | ||
+ | * **Crew** | ||
+ | * **Overflight Permits** | ||
+ | * **Slots** | ||
+ | [{{ : | ||
+ | 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' | ||
+ | |||
+ | These settings can be applied **directly in the 'New Phonebook' | ||
+ | |||
+ | 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' | ||
+ | |||
+ | __**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 ' | ||
+ | |||
+ | * both operators have to use the ' | ||
+ | * the trip has to be booked by the provider of the subcharter (' | ||
+ | |||
+ | |||
+ | If ' | ||
+ | |||
+ | Once the data to share is selected on a booked trip by the ' | ||
+ | |||
+ | === 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, | ||
+ | |||
+ | |||
+ | -------- | ||
+ | |||
==== NOTES ==== | ==== NOTES ==== | ||
Line 1083: | Line 1333: | ||
Notes added in this section can be then embedded in Sales documents as all of them have the items available in the Available data. | Notes added in this section can be then embedded in Sales documents as all of them have the items available in the Available data. | ||
- | Once the notes are added, click **SAVE** button in order to save the changes. | + | Once the notes are added, click the **SAVE** button in order to save the changes. |
- | The OPS and Sales notes will be available and can be edited both in Requests/ | + | There are the following ' |
- | **OPS Notes** are not available when the trip is not booked. | + | |
+ | * It should contain any legal regulations applying to the contract | ||
+ | * Note that applies to and can be sent to end-customer | ||
+ | * It can be inserted per quote individually, | ||
+ | * It can be set up as a default note in Settings > General Settings > ' | ||
+ | * 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' | ||
+ | * 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, | ||
+ | * It can be set up as a default note in Settings > General Settings > ' | ||
+ | * Applies per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **ADDITIONAL NOTE** | ||
+ | * It can include notes with any additional important information | ||
+ | * Applies per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **SALES NOTES** | ||
+ | * Important notes by Sales Team | ||
+ | * Apply per flight on which it is inserted | ||
+ | * Once the quote is booked and the trip created, the notes can be included in the following documents: Flight Brief (Sales), Charter Agreement (Sales), Crew Tripsheet (OPS), PAX Tripsheet (OPS) | ||
+ | | ||
+ | * 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 | ||
+ | * 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, |
+ | * 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 ' | ||
+ | * it can be used on Sales Documents for subcharter (included in the available data in the Documents Manager) | ||
Line 1103: | Line 1392: | ||
* **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 | + | * **Email** - allows sending emails and receiving |
=== ADD INTERNAL MESSAGE === | === ADD INTERNAL MESSAGE === | ||
Line 1131: | Line 1420: | ||
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 **' | + | **In Avinode**, the reply will be available in the **' |
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**. | ||
Line 1141: | Line 1430: | ||
<span style=" | <span style=" | ||
</ | </ | ||
- | < | + | < |
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. | ||
Line 1147: | Line 1436: | ||
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 |
- | - Create additional 'Sales Panel Message' | + | - Create |
Once you have your mailbox configured, you can go to Settings > Email Templates > Other and create the 'Sales Panel Message' | Once you have your mailbox configured, you can go to Settings > Email Templates > Other and create the 'Sales Panel Message' | ||
- | **It is important that the email address provided to Leon is inserted in ' | + | **It is important that the email address provided to Leon is inserted in the ' |
[{{ : | [{{ : | ||
Once you have everything configured, you can start using the functionality: | Once you have everything configured, you can start using the functionality: | ||
Line 1161: | Line 1450: | ||
* address ' | * 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 ' | + | * files sent by the Client will be received and available to preview in the ' |
* new message will move the request to the top of the ' | * new message will move the request to the top of the ' | ||
* ' | * ' | ||
Line 1171: | Line 1460: | ||
------------- | ------------- | ||
- | |||
==== AIRPORT CHARGES ==== | ==== AIRPORT CHARGES ==== | ||
Line 1189: | Line 1477: | ||
- Make sure that the integration with ' | - Make sure that the integration with ' | ||
- | - Add ' | + | - Add the ' |
- | If ' | + | If the ' |
- | If the integration is **not active**, the ' | + | If the integration is **not active**, the ' |
---------------------- | ---------------------- | ||
Line 1202: | Line 1490: | ||
When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | ||
- | In order to use subcharter | + | ==== New Subcharter Quote ==== |
+ | [{{ : | ||
+ | ' | ||
- | The subcharter details edit window is divided into 2 tabs: | + | * **New subcharter request** - added using 'NEW QUOTE' button on the main ' |
+ | * **' | ||
+ | * **' | ||
+ | * **Subcharter in existing request** - quote on a subcharter added to an existing request: | ||
+ | * Click on a **+** next to the last aircraft tab | ||
+ | * Select the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The subcharter details edit window is divided into 5 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 ' | + | * **MESSAGES** - possibility to reply directly to the Operator email (as long as it is available in the ' |
* **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 === | ||
- | [{{ : | + | [{{ : |
The ' | The ' | ||
Line 1219: | Line 1520: | ||
* **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: | ||
Line 1235: | Line 1536: | ||
=== Basic === | === Basic === | ||
- | [{{ : | + | [{{ : |
In a subcharter ' | In a subcharter ' | ||
Line 1244: | Line 1545: | ||
If the subcharter is requested via **Avinode**, | If the subcharter is requested via **Avinode**, | ||
- | 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, | 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, | ||
Line 1250: | Line 1551: | ||
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 ' | + | 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 ' |
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: | 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: | ||
Line 1257: | Line 1558: | ||
[{{ : | [{{ : | ||
- | You can also upload | + | You can also upload photos of the Subcharter aircraft. |
=== Uploading photos === | === Uploading photos === | ||
- | In order to do it, click on **' | + | In order to do it, click on the **' |
A pop-up window will appear with the **' | A pop-up window will appear with the **' | ||
- | Once you selected the photos, in 'Edit pictures' | + | Once you selected the photos, in the 'Edit pictures' |
Clicking ' | Clicking ' | ||
Line 1278: | Line 1579: | ||
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' | + | In order to reply directly to the Operator, Operator' |
+ | |||
+ | In order to reply to Operator press **REPLY TO OPERATOR** link and select the **EMAIL** option. The operator' | ||
- | In order to reply to Operator press **REPLY TO OPERATOR** link and select **EMAIL** option. Operator' | ||
Select ' | Select ' | ||
Line 1289: | Line 1591: | ||
=== Amenities === | === Amenities === | ||
- | It is possible to add **Amenities** when creating a quote on **Subcharter** | + | It is possible to add **Amenities** when creating a quote on **Subcharter** |
* **Smoking & Wifi** - mark checkboxes to enable them. | * **Smoking & Wifi** - mark checkboxes to enable them. | ||
- | * **Wifi type** - select between: Internat 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, | + | * **Cabin details** - width, height, |
- | * **Baggage capacity** - add number of items. | + | * **Baggage capacity** - add a number of items. |
Line 1303: | Line 1605: | ||
Leon will also show ' | Leon will also show ' | ||
+ | ------------ | ||
+ | === 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. | ||
+ | [{{ : | ||
+ | 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/ | ||
+ | * **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: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | ------ | ||
+ | ==== SCHEDULE UPDATE ==== | ||
+ | |||
+ | The requested schedule can be updated using the **EDIT REQUEST** button located next to the ' | ||
+ | [{{ : | ||
+ | After the changes are performed in the 'EDIT REQUEST' | ||
+ | |||
+ | * **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 ' | ||
+ | ----------------- |