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--- leon:bookings [2021/05/06 17:49]
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+++ leon:bookings [2022/05/20 05:46] (current)
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@@ Line 1: / Line 1: @@
 ====== Bookings ======
-[{{ :leon:sales-bookings:grouping_by_client.png?300|Bookings calendar view}}]
+[{{ :leon:sales-bookings:bookings_new.png?300|Bookings calendar view}}]
 **Bookings** is the Calendar-like section where it is possible to see all the aircraft tasks in one view. 'Bookings' allows viewing all the trips booked and requests quoted for specific Clients.
@@ Line 13: / Line 13: @@
 It is possible to expand the height of the rows if need be. In the Client column, hover the mouse over the line separating 2 different Clients or the sections within the Client row. If you see {{:leon:sales-bookings:double arrow.png?nolink|}} icon, hold it and expand.
-The 'Bookings' view is divided to a filter section at the top and the calendar with the Client schedule below the filter.
+The 'Bookings' view is divided into a filter section at the top and the calendar with the Client schedule below the filter.
 The **top filter** contains such elements as:
   * {{:leon:sales-bookings:TF - Requests.png?nolink|}} - allows switching view to [[leon:sales|Requests/Quotes]] section.
-  * {{:leon:sales-bookings:TF - Display.png?nolink|}} - option to choose between 'Quotes' only view, 'Schedule' only view and both 'Quotes&Schedule' view in Aircafr row. 'Quotes&Schedule' will divide Aircraft row into unbooked 'QUOTATION' section (at the top) and 'SCHEDULE' section (below) separated by the line.
+  * {{:leon:sales-bookings:TF - Display.png?nolink|}} - option to choose between 'Quotes' only view, 'Schedule' only view and both 'Quotes&Schedule' view in Aircafr row. 'Quotes&Schedule' will divide the Aircraft row into the unbooked 'QUOTATION' section (at the top) and the 'SCHEDULE' section (below) separated by the line.
-  * {{:leon:sales-bookings:TF - Date Range.png?nolink|}} - option to choose the date range. You can either do it by choosing from the options available in the dropdown or select the range in the available calendar.
+  * {{:leon:sales-bookings:TF - Date Range.png?nolink|}} - option to choose the date range. You can either do it by choosing from the options available in the dropdown or select the range in the calendar.
-  * {{:leon:sales-bookings:TF - Today.png?nolink|}} - Clicking on **TODAY** will limit the view to one day only (today). Using arrows will move the schedule forward/backwards by the number of days chosen in the date range starting from the beginning/end of filtered date. For example, if the date range is 29/01 - 29/02, clicking on right arrow will move it to 29/02 - 31/03
+  * {{:leon:sales-bookings:TF - Today.png?nolink|}} - Clicking on **TODAY** will limit the view to one day only (today). Using arrows will move the schedule forward/backward by the number of days chosen in the date range starting from the beginning/end of the filtered date. For example, if the date range is 29/01 - 29/02, clicking on the right arrow will move it to 29/02 - 31/03
   * {{:leon:sales-bookings:TF - Aircraft.png?nolink|}} - option to filter by aircraft
+  * {{:leon:sales-bookings:tf_-_filter.png?nolink|}} - additional filtering options:
+    * **Clients** - filtering by specific Clients
+    * **Client labels** - filtering by labels assigned to the Clients in the Client profile
+    * **Assignees** - filtering by the sales person assigned to the request
+    * **Show** - option to display only 'Subcharters', only 'Own Fleet' or both 'Subcharters & Own Fleet'
   * {{:leon:sales-bookings:TF - Dots.png?nolink|}} - here you can choose preferred airport code (switch between airport ICAO/IATA codes), the Timezone (UTC/LT), and display subcharters ('Show subcharter' option).
@@ Line 27: / Line 32: @@
   * {{:leon:sales-bookings:BI - Confirmed.png?nolink|}} - **Confirmed commercial flight**
+  * {{:leon:sales-bookings:bi_-_subcharter.png?nolink|}} - **Confirmed subcharter**
   * {{:leon:sales-bookings:BI - NonCom.png?nolink|}} - **Non-commercial flight added from OPS section**
   * {{:leon:sales-bookings:BI - Option.png?nolink|}} - **Option flight**
@@ Line 39: / Line 45: @@
 <box>**'FERRY' flights are not displayed in the 'Quotation' section of this view, unless 'FERRY' flight is the only flight of the day.**</box>
+It is possible to **send 'Flight Brief' document** from the main 'Bookings' view. In order to do it, click with the right-click of the mouse on the trip and select **SEND FLIGHT BRIEF** option.
 --------
+===== 'Opportunity' type Reservation =====
+[{{ :leon:schedule-calendar:reservation_opportunity_1.png?200|Reservation type 'Opportunity'}}]
+It is also possible to create the 'Opportunity' type reservation.
+This type of reservation can be used by sales teams to plan potential sales of the aircraft on a particular routing.
+Once the 'Opportunity' type Reservation is selected, the option to insert ADES will appear which **allows inserting the routing for a timeframe longer than 24h**.
+This type of reservation will be **sent to Avinode** as a potential availability of this aircraft on this selected routing.
+**IMPORTANT!** Avinode can verify the empty leg availability of 5 days or less, therefore one reservation has to be booked for such period and not longer.
+Once the reservation is added to Leon it will display as per below:
+{{:leon:sales-bookings:reservation_opportunity_5.png?nolink|}}
+Upon **exporting it to Avinode** it will appear as an empty leg availability:
+{{:leon:schedule-calendar:reservation_opportunity_4.png?nolink|}}
+If a Client/Broker searches for an empty leg on the particular routing in Avinode, the empty leg from the operator will appear in the search.
+--------------------
+===== Inserting 'Flight Watch' =====
+It is possible to insert the 'Flight Watch' in the 'Bookings' view, 'Schedule' part of the display.
+In order to insert the 'Flight Watch' click with the right-click of the mouse on the trip tile and select **'EDIT FLIGHT WATCH (ADEP-ADES)'** option:
+{{:leon:sales-bookings:fw_in_bv_-_editfw.png?nolink|}}
+[{{ :leon:sales-bookings:fw_in_bv_-_main.png?300|'Flight Watch' window in 'Bookings'}}]
+Once selected, the 'Flight Watch' pop-up window will appear with the standard 'Flight Watch' fields, as per the screenshot on the right-hand side.
+If the **Flight Watch** is inserted in the OPS section of Leon, the tile will indicate it by displaying the same 'Flight Watch' labels as in the OPS section.
+Hovering the mouse over the label will display the Flight Watch details in the tooltip.
+{{:leon:sales-bookings:fw_in_bv_-_tooltip_fw.png?nolink|}}
+[{{ :leon:sales-bookings:fw_in_bv_-_mvt.png?300|'Movement' email window}}]
+Additionally, it is possible to **send the movement emails** directly from the 'Flight Watch' pop-up window by clicking on **SEND MVT** button in the 'Flight Watch' window, as per screen on the roght-hand side.
+If sending the movement messages is set to automatic in the 'Settings' > 'Email Templates' > 'MVT Messages' section, **Leon will send the movement email upon saving the 'Flight Watch'** (subject to the rules set up in the 'MVT Messages' settings).
+Hovering the mouse over the label within the 'Flight Watch' pop-up window will display the source of the movement times:
+{{:leon:sales-bookings:fw_in_bv_-_source.png?nolink|}}
+It is also possible to connect **Subcharters** to movement emails in the MVT Messages section. Movement email will be sent upon filling in the Flight Watch (possible in the 'OPS' > 'TIMELINE' section or the 'BOOKINGS' section). It is **not possible** to send the movement emails for the **'next Client' scenario.**
+--------------------
+----
 <html><!--</html>==== SUBCHARTERS ====
@@ Line 47: / Line 112: @@
 When you use occasionally **Subcharter** aircraft from another operator, our panel [[leon:sales|Requests/Quotes]] allows supporting quoting for external aircraft types with Subcharter option.
-Once subcharter quote has been added in **Requests/Quotes** section, you can view it in the **Bookings** panel. In top-right corner click the filter (3 dots) and select 'Show subcharter'.
+Once subcharter quote has been added in the **Requests/Quotes** section, you can view it in the **Bookings** panel. In the top-right corner click the filter (3 dots) and select 'Show subcharter'.
-All new quotes or those already booked will appear in the 'QUOTATION' part of the Subcharter aircraft. Quotes with the status: Option, Booked or Done will appear in 'SCHEDULE' part.
+All new quotes or those already booked will appear in the 'QUOTATION' part of the Subcharter aircraft. Quotes with the status: Option, Booked, or Done will appear in the 'SCHEDULE' part.
-For subcharters Leon shows quotes/flights in the same way as for regular fleet.
+For subcharters Leon shows quotes/flights in the same way as for the regular fleet.
 ^    QUOTE STATUS    ^   INDICATION   ^
@@ Line 57: / Line 122: @@
 |   **Option**          |   {{:leon:sales-bookings:subcharter option.png?nolink|}}   |
 |   **Booked**          |   {{:leon:sales-bookings:subcharter booked.png?nolink|}}   |<html>--></html>

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