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updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added [2020/12/17 14:32]
rafal [Assigning RFQ's to bases]
updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added [2020/12/18 19:44] (current)
rafal [Favourite handler per Client]
Line 5: Line 5:
   - **Favourite handler per Client**   - **Favourite handler per Client**
   - **Assigning RFQ's to bases**   - **Assigning RFQ's to bases**
-  - **'Navigational Fee'**+  - **Tagging requests** 
 +  - **Additional Fees**
  
  
 ===== Favourite handler per Client ===== ===== Favourite handler per Client =====
  
 +It is possible to assign a **default handling agent to a Client** in Leon. 
 +
 +[{{ :leon:sales:handler:client-handler.png?200|Assigning a handler}}]
 +**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
 +  * Select the Agent(s) in the **'Preferred handling agent'** box. Handling agent can be searched by using:
 +    * Airport ICAO/IATA/Custom code
 +    * Handler Name
 +    * Combination of 'Airport code - Handler name'
 +  * Once the Handler is assigned, it will appear as a tag below the 'Preferred handling agent' selection box 
 +  * Save changes  
 +
 +**Only one Handler per airport can be assigned to a Client. Assigning second Handling Agent will replace already assigned Handler.**
 +
 +It is possible to assign multiple Handling Agents at different Airports to one Client.
 +
 +{{:leon:sales:handler:client-handler-2.png?nolink|}}
 +[{{ :leon:sales:handler:OPS - Client HR.png?200|Preferred Handler assigned to the trip in OPS view}}]
 +Once the Handler is assigned, it will auto-populate in the OPS checklist when the trip is booked.
 +
 +Handler assigned to the Client has **higher priority** than the Handling Agent selected as **preferred in the Airport Directory**. This means that the Handler assigned to the Client will overwrite the preferred Handler from 'AD' upon booking the trip from Sales.
 +
 +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 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.
 +
 +<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>
  
 ------- -------
Line 26: Line 57:
  
   * **Client/Client Representative** - by editing Client/Client Representative in RQ details section   * **Client/Client Representative** - by editing Client/Client Representative in RQ details section
-  * **User** - bu editing a user in Settings > Users section+  * **User** - by 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. If the base is **assigned to a Client**, the trip requested by this particular Client will automatically be assigned to the Client's base.
Line 40: Line 71:
 <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>
 -------- --------
 +===== Tagging Requests =====
 +
 +[{{ :leon:sales:tags:tags-rq-main.png?200|RQ list with assigned tags}}]
 +It is possible to tag requests in a similar to tagging flights/trips in the OPS section.
 +[{{ :leon:sales:tags:tags-new.png?200|Creating new tag}}]
 +**Creating the tags** is only possible from the main 'Requests/Quotes' view.
 +
 +In order to **create a new tag** you need to: 
 +
 +  * Make sure that the 'Tags' column is activated in the {{:leon:sales:Filter.png?nolink|}} filter
 +  * Click on the 'Tags' column
 +  * In the 'Tags' pop-up window:
 +    * Insert the name of the new tag and press 'Enter' key on your keyboard
 +    * Click on the new tag colour square and select the prefered colour
 +    * Save the changes
 +  * The tag is added to the list as well as added to the selected request 
 +
 +It is possible to **assign multiple tags** to one request following the abovementioned process. When tagging a request it is possible to both add new tags as well as assign already existing tags. Clicking on the 'Tags:' field will display a dropdown list with already added tags.
 +
 +If there are multiple tags added to a request, the list will display it as {{:leon:sales:tags:Tags - multiple.png?nolink|}}. Hovering the mouse over the number will display the names of remaining tags in a tooltip.
 +[{{ :leon:sales:tags:tags-filter.png?200|Filtering by tags}}]
 +There is a possibility of **filtering by tags**. Simply click on the {{:leon:sales:tags:Tags - filter icon.png?nolink|}} icon and insert the names of the tags you'd like to filter by.
 +
 +The filter works based on 'or' rule which means that if there are tags 'A' and 'B' and there are 3 trips - one with 'A' and 'B' assigned, second with only 'A' assigned and third with only 'B' assigned - filtering by 'A' and 'B' will display all of these flights.
 +
 +Additionally, **tags are available in the Report Wizard, scope 'Quote'**. We have added column 'Tags' as well as a filtering by 'Tags' with 'Include'/'Exclude' options.
 +
 +<box>**Once the trip is booked the tags do not appear in the OPS section. Sales and OPS tags are not shared.**</box>
 +----------
 +
 ===== Additional fees ===== ===== Additional fees =====
  
updates/requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added.1608215540.txt.gz · Last modified: 2020/12/17 14:32 by rafal