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leon:edit-flight-sales [2017/05/26 10:41]
leon:edit-flight-sales [2018/06/27 07:38]
bartek [Legs]
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 +====== Editing flights (Sales) ======
 +
 +
 +
 +As it was mentioned in the section [[leon:planned-flights|Calendar]], for 'Sales' department the Calendar view is the most suitable to work on quotes. If you are 'Sales' team member, you can use this page to add a new flight or aircraft reservation. 
 +
 +Go to **Calendar** screen and either click on the blank field with airport code to add a flight, or click '{{:leon:icons:czarny trójkąt.png?nolink&16|}}' and choose one of two options.
 +
 +
 +
 +**Edit flight** window in **Calendar** is devided into four tabs:
 +
 +  * Trip Info
 +  * Quotations - entirely explained in [[leon:quotations|here]].
 +  * FTL - showing 2 days worth of FDP details. Explained [[leon:edit-flight-ops|here]]
 +  * CAM - explained [[leon:edit-flight-ops|here]].
 +
 +
 +===== Trip Info =====
 +
 +The screen is divided in 2 columns:
 +
 +  * **Trip summary** which contains 4 tabs:
 +  
 +    - **Legs** - legs information where clicking on a leg will editi it in **Leg Details** column
 +    - **Sales checklist** - items in this checklist are set in Admin > Operator settings > Flight Editing Tab
 +    - **T/O & LND emails** - section to input notification emails to send "Take off" and "Landing" reports
 +    - **Notes** - general notes section
 +  
 +  * **Leg details** to edit trip as well as add and manage PAX 
 +
 +==== Legs ====
 +
 +[{{ :leon:flights-editing-flights-sales:fdp in planned flights 1.png?200|FDP in Calendar}}]
 +
 +Here you can see added flights/options (schedule, aircraft, date, pax number and handling).
 +If you hover the mouse over the 'Handling' dot a pop-up window will show up with handling agent/FBO details. The favourite handler is marked with a yellow star.
 +
 +When you add a new trip in **Calendar** section there is no option to add crew, so Leon does not show **FDP** warning as long as the crew is added to the trip either from [[leon:edit-flight-ops|Editing flight]] or [[leon:crew-input-table|Crew Input Table]] section.
 +
 +When no crew is added you can still check **FDP limit** for just added trip by clicking **Click to refresh** link. Leon will display details as on the screenshot below.
 +
 +Once the crew is assigned to the trip you can 'click to refresh' icon to get the information <html>
 +<span style="color:green;font-size:100%;">FDP: Correct</span>
 +</html> or <html>
 +<span style="color:red;font-size:100%;">Flight Duty Period is too long</span>
 +</html>.
 +
 +==== Sales checklist ====
 +
 +Make sure **sales checklist** items have been enabled in [[leon:flight-editing|Flight editing]] section.
 +
 +{{:leon:flights-editing-flights-sales:sales checklist.png|}}
 +
 +In this tab you can change the status of each item. The status-dot colour informs about the overall sales checklist status.
 +
 +==== T/O & LND emails ====
 +
 +Here is where you can insert one or more email addresses (after comma) to which 'Take off' or 'Landing' reports can be sent to clients, borkers or aircraft owners.
 +
 +For more info please read [[leon:flight-watch|here]]
 +
 +
 + ==== Reservation ====
 +
 +
 +
 +Leon allows you to reserve aircraft at particular airport within defined period of time. There is also a possibility to assign reservation to a client. Once the aircraft has been reserved, the system temporarly excludes this plane from any regular flight planning.
 +
 +To add a reservation click '{{:leon:icons:czarny trójkąt.png?16|}}' on a selected day. New window will come-up and mandatory fields like: aircraft type, registration, airport, date & time - all these fields need to be filled in. You can also add the name of the reservation, client, type of reservation and notes.
 +
 +There are **7** types of reservation, all represented by **purple** colour in Calendar:
 +
 +  * **Reservation**
 +  * **No crew**
 +  * **Reservation option**
 +  * **No charter**
 +  * **Owner's approval**
 +  * **Crew on request**
 +  * **36 hrs crewrest**
 +
 +
 +
 +--------
 +
 +
 +
 +
 +
 +
 +===== Adding a flight =====
 +
 +[{{ :leon:flights-editing-flights-sales:Adding new flight z notes.png?200|Adding a new flight from Sales perspective}}]
 +
 +Click on a single square placed under a particular day. The airport code in the blank square is the aircraft base (airport of the last arrival). You will get a pop-up window to be filled in, just like the flight-editing window on the 'Flights List' page. Some fields are alredy filled out: aircraft registration, type, flight status and trip
 +type - they can all be changed.
 +
 +<box> No matter how many sectors one trip has - changing the **status** of one sector **will affect all other sectors** as well. In a situation where more than one leg is added to **quotation** (and they all have the same quote number) - changing the status of one leg assigned to that quotation from i.e. '__Option__' to '__Flight__' (or the other way around) - **will affect the status of all sectors** in both: 'Calendar' and 'Flights List' screens. The same applies if there are different quote numbers within the same trip - changing the status of one leg changes all other statuses of that trip</box>
 +
 +Field 'Trip type' contains 7 types of flight **displayed in different colours** on the 'Calendar' screen:
 +
 +  * **PAX** - green
 +  * **Flight for owner** - blue
 +  * **Training flight** - blue
 +  * **Simulator** - blue
 +  * **Technical** - blue with indication 'Maintenance Reposition' in red
 +  * **Ambulance** - blue
 +  * **Crew private** - blue
 +
 +Adding a new flight from 'Calendar' page is very similar to adding it by using 'New Flight' page. The difference is that - apart from adding schedule times and fleet details - you can also add sales information such as: **PAX, Catering, PAX transport, Notes, Ops notes as well as Handling agent details**. 'Quote number' is a separate data which you can add once the 'Quotations' module is turned on (see chapter [[leon:quotations|Quotations]] for more details).
 +
 +<html>
 +<span style="color:red;font-size:150%;">IMPORTANT INFORMATION !</span>
 +</html><box> **It is possible to add different 'Quote' numbers to legs in the same trip. If i.e. the trip contains 3 legs and the quote number of the 3rd leg  was changed - the quote numbers of both: 1st & 2nd leg  remain unchanged.** </box>
 +
 +When viewing **Calendar** section, Leon will inform you if there has been any **crew change** done on the flight. Moreover, when you hover the mouse over the 'crew change' belt, a pop-up window will show up with the previous and actual crew.
 +
 +The only requirement is that you need to have a checkbox '__Show crew change__' ticked in the filter.
 +
 +When adding a new flight (either from 'Calendar' or 'New Flight' pages), when clicking on STA field, **Leon will suggest time calculated from GCD** incl. 'Taxi in/Taxi out' data previously inserted for particular airports (as well as predicted time based on historical flights, if at least 5 flights have been saved in Leon with 'Journey Log' data).
 +
 +Leon also suggests STA times calculated from GCD, **average winds included**.
 +
 +{{:leon:flights-editing-flights-sales:STA suggested times panel.png|}}
 +
 +
 +**By clicking on one of the white envelopes (right next to ADEP/ADES airport code) you can add either 'Takeoff Report' or 'Landing Report' CC email address/addresses** (see chapter [[leon:flight-watch|Flight Watch]] for more details).
 +
 +-------
 +
 +=====Splitting/Merging Trips=====
 +
 +Adding a trip to Leon always meant assigning legs to the same aircraft, which at times was problematic. Sometimes, i.e. due to AOG the aircraft had to be changed. Before this change a particular leg (with a different aircraft) had to be split from the original trip and a new trip was created.
 +
 +
 +
 +**It is possible to split trips (move a particular flight to different aircraft), move flights to existing trips or existing quotations**.
 +
 +
 +
 +**On the example below you can see the sequence of splitting the 2-leg trip into two separate trips.**
 +
 +<html>
 +<span style="color:red;font-size:120%;">CREATING A NEW TRIP</span>
 +</html>
 +
 +
 +
 +If you wish to **split** a particular flight from the existing trip and **create a new trip**, click the link <html>
 +<span style="color:blue;font-size:100%;">Move this flight to other trip</span>
 +</html> and select the option '**New trip**'. The link **DOES NOT** show up when creating a brand new trip to Leon.
 +
 +<box>**Make sure all changes have been saved before splitting the trip.**</box>
 +
 +Leon will display the screen again where you can create a **new quotation number** (or Leon can add quotation number automatically), or save a new trip without it. Once it's saved a new trip will appear in **Calendar** screen.
 +
 +
 +
 +{{:leon:planned-flights:split.png?nolink|}}
 +
 +
 +
 +<html>
 +<span style="color:red;font-size:120%;">ASSIGNING DIFFERENT AIRCRAFT TO A PARTICULAR FLIGHT WITHIN THE SAME TRIP</span>
 +</html>
 +
 +
 +
 +**It is also possible to assign different aircraft to flights within the same trip.** You can also copy aircraft to all existing legs by marking the checkbox right next to the selecting aircraft field.
 +
 +
 +
 +<html>
 +<span style="color:red;font-size:120%;">MOVING A FLIGHT TO THE EXISTING TRIP</span>
 +</html>
 +
 +To **move a particular flight to the existing trip** click on the link '**Move this flight to other trip**' and select '**Existing trip**'. You need to **paste the trip number** to which the flight should be moved.
 +
 +{{:leon:flights-editing-flights-sales:moving to existing trip.png|}}
 +
 +<html>
 +<span style="color:red;font-size:120%;">MOVING A FLIGHT TO THE EXISTING QUOTATION</span>
 +</html>
 +
 +A similar steps need to be taken to **move an existing flight to the existing quotation** - you need to select the option and **paste the quotation number** to which the flight should be moved.
 +
 +{{:leon:flights-editing-flights-sales:moving to existing quotation.png|}}
 +
 +<box>**If you just have moved a new quotation to the existing one you still need to update the price in the tab 'Quotation' by clicking 'update'**.</box>
 +
 +{{:leon:flights-editing-flights-sales:update.png|}}