We have introduced following features in Requests/Quotes panel:
We have added 2 new documents, which can be sent to a client from the Invoice section:
First step to send these documents is adding them in Documents Manager. Here, click and select Recharge Invoice and/or Credit Note. Added documents need to be published (set filter to 'No' and click the white dot). You can define multiple templates of these documents.
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.
It is possible to add more than one 'Recharge Invoice' & 'Credit Note' document when sending Invoice documents to a client, however, each document needs to be sent out separately.
It is possible to download the Airport Charges directly to the quote.
In order to download the Airport Charges' to quotation, the below steps have to be performed:
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 integration is not active, the 'Airport Charges' icon by 'Landing fees' item will still show but will be disabled.
It is possible to send a message to the Client directly from the 'Requests/Quotes' list.
In order to do that, click with the right-click of a mouse on the request of choice and select SEND MESSAGE TO CUSTOMER option from the pop-up menu.
'SEND MESSAGE TO CUSTOMER' window will open where you can:
If the quote comes from Avinode, 'AVINODE' button will be active which will allow sending messages directly to the Avinode chat.
History of correspondence will display below the current message.
It is now possible to include the default documents and attach files when sending the response to Avinode.
When you're accepting the quote from Avinode, by selecting the 'QUOTE' option, 'Accept quote?' pop-up window appears.
In the 'Accept quote?' window you can:
Once the email is sent, the message and files attached will appear in Avinode Marketplace where the content as well as the files will be available:
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.
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).
If an auto update is switched off and the booked quote's schedule changes, Leon will show an orange warning triangle in the button
Click it and select Update trip using (aircraft reg number) quote and Leon will update the trip's schedule in OPS panel.