| Both sides previous revision
Previous revision
|
|
getting-started-brokers:step-2.-create-the-first-quotation [2021/12/03 15:35]
wziemkiewicz |
getting-started-brokers:step-2.-create-the-first-quotation [2021/12/09 15:32] (current)
wziemkiewicz |
| ====== Requests/Quotes ====== | |
| |
| |
| |
| On the main page of the **Requests/Quotes** panel you can see the list of **Quotes** downloaded from **Avinode** as well as those created in Leon. | |
| |
| {{:leon:sales:unread request.png|}} | |
| |
| ===== New Quote ===== | ===== New Quote ===== |
| [{{ :leon:sales:nq:new_rfq_switch.png?200|New request pop-up window}}] | [{{ :leon:sales:nq:new_rfq_switch.png?200|New request pop-up window}}] |
| * **'Requested by'** - name of the Client requesting the trip | * **'Requested by'** - name of the Client requesting the trip |
| * **'Min. category'** - a category of the aircraft on which the trip is requested, e.g. Heavy jet, Midsize jet, Piston, etc. This will allow searching for the subcharter flights in Avinode. If the aircraft registration is selected, Leon will automatically select the lowest aircraft category | * **'Min. category'** - a category of the aircraft on which the trip is requested, e.g. Heavy jet, Midsize jet, Piston, etc. This will allow searching for the subcharter flights in Avinode. If the aircraft registration is selected, Leon will automatically select the lowest aircraft category |
| * **'Aircraft'** - it is possible to provide the aircraft registration | |
| * **'Add positionings automatically:'** - ticking the checkbox will automatically add the positioning legs | |
| * **'Schedule section'** - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary on the map (Tab 'MAP'). You can also select **'TBA' checkbox** which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date | * **'Schedule section'** - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary on the map (Tab 'MAP'). You can also select **'TBA' checkbox** which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date |
| * **'Flight time'** - select the flight time calculation method. | |
| |
| **3.** Press 'CREATE' to add the request | **3.** Press 'CREATE' to add the request |
| |
| **4.** Request editing section will open. | **4.** Request editing section will open. |
| * to add a request please click on creating a quote ('CREATE A QUOTE' button) or finding subcharter in Avinode ('FIND SUBCHARER/COMPARE PRICE' button). | * To add a request please click on 'CREATE A QUOTE' button |
| [{{ :leon:sales:nq:NQ9.png?200|Request without assigned aircraft}}] | * In the **Aircraft** drop-down box select 'Subcharter' - insert the price, add schedule details (or mark times as 'TBA'). |
| | |
| Please choose to create a quote. In the **Aircraft** drop-down box select 'Subcharter' - insert the price, add schedule details (or mark times as 'TBA'). | |
| |
| The details edit window is divided into 2 tabs: | The details edit window is divided into 2 tabs: |
| |
| **Cancellation policy** can be inserted manually. | **Cancellation policy** can be inserted manually. |
| |
| Via **Avinode** - the 'Cancellation policy' details are fed from Avinode, as long as they're available in the operator settings. | |
| |
| It is also possible to select **Handling agents**. Handlers can be selected from the drop-down list. | It is also possible to select **Handling agents**. Handlers can be selected from the drop-down list. |
| |
| |
| Once the quote is saved you can manage it. | |
| |
| You can send **Flight Quotations** containing quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon:documents-manager|Documents Manager]] and **Email Templates** from [[leon:email-templates|Email Templates]] panel. | |
| |
| {{:leon:sales:subcharter CC.png|}} | {{:leon:sales:subcharter CC.png|}} |
| |
| You can also upload the photos of the Subcharter aircraft. | You can also upload the photos of the Subcharter aircraft. |
| |
| |
| === Messages tab === | |
| In this tab, it is possible to reply directly to the Operator.{{ :leon:sales:subcharter:MSUB2.png?200|'Messages' tab in Subcharter}} | |
| |
| |
| ---- | |
| |
| === Amenities === | |
| |
| 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: | 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 [[leon:documents-manager|Documents Manager]] panel. | Amenities can be added to 'Flight Quotation' document, by using item: 'quote > aircraft > aircraftAmenities' from 'Available data' of the [[leon:documents-manager|Documents Manager]] panel. |
| |
| Leon will also show 'Wifi' & 'Smoking' amenities for Subcharters downloaded from **Avinode**, which are defined in Avinode's section: Aircraft > Fleet edition > Update amenities. | |
| |
| | === Messages tab === |
| | 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**. |
| |
| ------------------------- | ------------------------- |
| |
