User Tools

Site Tools


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

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added [2020/12/18 12:23]
rafal [Tagging Requests]
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 11: Line 11:
 ===== 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>
  
 ------- -------
updates/requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added.1608294225.txt.gz · Last modified: 2020/12/18 12:23 by rafal