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updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added

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New features in R/Q Panel

We have introduced the following new features:

  1. Favourite handler per Client
  2. Assigning RFQ's to bases
  3. 'Navigational Fee'

Favourite handler per Client


Assigning RFQ's to bases

RQ assigned to a base

It is possible to assign requests to bases.

This feature only applies to operators that have more that one base. For the operators with one base only this functionality will not apply.

Bases can be defined in General Settings section.

Assigning Operator base to a Client

Once the bases are added, it is possible to assign one to a user, Client or directly to the request.

Operator bases can be assigned as follow:

  • Client/Client Representative - by editing Client/Client Representative in RQ details section
  • User - bu editing a user in Settings > Users section

If the base is assigned to a Client, the trip requested by this particular Client will automatically be assigned to the Client's base.

Once this request is edited by a user with base assigned then this request will get assigned to the user base automatically.

It is also possible to assign or change original base, including base initially assigned to a Client, without having to assign a specific user.

Requests filtered by one Operator base

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.



updates/requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added.1608201336.txt.gz · Last modified: 2020/12/17 10:35 by rafal