To add a new quote you need to perform the following steps:
1. Click on NEW QUOTE option in the 'Requests/Quotes' screen
2. Fill in the information in the 'Add new quote request' window:
3. Press 'CREATE' to add the request
4. Request editing section will open.
The details edit window is divided into 2 tabs:
The 'Price' section is located above the tabs with the subcharter details.
It allows inserting more detailed price that includes:
Based on the above elements, the total price is calculated as:
Price = 'Operator price' /(100% - 'Margin'%) + 'Third Party Commission'
In a subcharter 'BASIC' section (underneath the itinerary), select an AC type (it is mandatory to save the quote if you don't select the type Leon will show a warning). Other details, such as Registration, CPT, FO and FA are not mandatory.
Cancellation policy can be inserted manually.
It is also possible to select Handling agents. Handlers can be selected from the drop-down list.
You can also upload the photos of the Subcharter aircraft.
It is possible to add Amenities when creating a quote on Subcharter aircracft. In the quote's edition for Subcharter there is a dedicated new tab 'Amenities' where it's possible to add a several amenities, such as:
Amenities can be added to 'Flight Quotation' document, by using item: 'quote > aircraft > aircraftAmenities' from 'Available data' of the Documents Manager panel.
Once the quote is saved you can manage it.
QUOTE - a quote proposition details with Flight Quotations document.
CONTRACT - shows a new window for Charter Agreement document sending.
BOOK - after receiving the signed contract from your end customer, you can book a flight.
INVOICE - an option to send an invoice to the client. Before using this option you need to set up in Documents Manager a new template QUOTE INVOICE - you can set up multiple different templates and re-arrange them the way you want (using HTML & CSS). You can also use Leon default template pdf. You can also configure EMAIL TEMPLATES for the Invoice in a section Settings > Email Templates - click ADD TEMPLATE, select Quote Invoice and set it up. You can define as many email templates for as necessary. 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.
Three fields with dates are available in the document:
Invoice Date - date of invoicing Issue Date - date of issuing the Invoice Due Date - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the 'Invoice Date' Click DOWNLOAD icon to preview the template before sending it out.
First step to issue these documents is adding it in Documents Manager. Click “NEW TEMPLATE” and select Recharge Invoice and/or Credit Note. Added documents need to be published. 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.
BRIEF - shows a window for Flight Brief document sending.
DONE - closing the transaction.
REJECTED - rejecting the transaction.