CLONING REQUESTS

'Clone' pop-up window
It is now possible to clone the request.
It is useful when the quotes are requested from different sources or brokers.
In that case, rather than inserting one quotation details a number of times, the Sales team can simply clone it (copy it).
The process is quite simple:
Press

icon in the
Actions column in the main 'Requests/Quotes' view
In the pop-up window (screenshot on the right-hand side) select 'Requested by' and a 'Representative' (not mandatory) and press

button. 'Requested by' is a
mandatory field. If it is left empty Leon will not allow cloning the request
Cloned request is opened, automatically saved and the person cloning it is selected as an 'Assignee'
The cloned request will always be displayed at the top of the 'Requests/Quotes' list:
The following data are copied from the source request:
All the quotes within one request including subcharter
Pricing and VAT rate assigned to each quote
The list of PAX as long as set up in the source request
The following items are NOT copied from the source request:
The status of a request. Each copied request is saved with the status 'NEW'
Comments/Messages, Notes
Old Client's details including Name and MVT email address
Checklists
Trip number if the source request is with the status 'BOOKED' (assigned trip number)
Assignee
It is possible to clone a request from Avinode. The outcome of this operation will be a Leon quote.