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--- getting-started-brokers:manual [2021/12/09 15:33]
wziemkiewicz created
+++ getting-started-brokers:manual [2021/12/15 11:52] (current)
wziemkiewicz
@@ Line 21: / Line 21: @@
 The details edit window is divided into 2 tabs:
-  * **BASIC** - contains subcharter details such as aircraft details, crew details, contact details (email and phone no.) and aircraft photos, as long as available in Avinode
+  * **BASIC** - you can add subcharter details such as aircraft details, crew details, contact details (email and phone no.) and aircraft photos manually
-  * **MESSAGES** - possibility to reply directly to the Operator email
   * **AMENITIES** - possibility to select the amenities available on the aircraft as well as the cabin basic measurements and noise levels
@@ Line 66: / Line 65: @@
-=== Messages tab ===
+Messages tab - in this tab, it is possible to reply directly to the Operator.{{ :leon:sales:subcharter:MSUB2.png?200|'Messages' tab in Subcharter}}
-In this tab, it is possible to reply directly to the Operator.{{ :leon:sales:subcharter:MSUB2.png?200|'Messages' tab in Subcharter}}
 Once the quote is saved you can manage it.
-Send **Flight Quotations** containing quotes. Send subcharter **Contract** and **Flight Brief** for subchaters using documents templates and **Email Templates**.
+===== Managing the Quote =====
+**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.
+  * **RECHARGE INVOICE** - sent if there was an extra cost for a service not included in an initial price.
+  * **CREDIT NOTE** - sent to a client, if some part of the agreed cost should be returned to client.
+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.
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