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leon:pax [2021/09/08 11:35] rafal [Import PAX] |
leon:pax [2022/07/11 07:36] (current) rafal [Import PAX] |
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====== PAX ====== | ====== PAX ====== | ||
- | |||
- | [{{ : | ||
PAX panel is available in the right-hand filter. It shows list of passengers (names or TBA). You can edit PAX profiles by clicking the icon {{: | PAX panel is available in the right-hand filter. It shows list of passengers (names or TBA). You can edit PAX profiles by clicking the icon {{: | ||
Line 12: | Line 10: | ||
The PAX panel is divided into 2 sections: **Database** and **Text**. | The PAX panel is divided into 2 sections: **Database** and **Text**. | ||
- | + | ||
- | If you type a new PAX name/ | + | |
If you hover the mouse over the PAX number window, Leon shows a pop-up window with the information of how many males, females, children and infants are on the flight. | If you hover the mouse over the PAX number window, Leon shows a pop-up window with the information of how many males, females, children and infants are on the flight. | ||
Line 38: | Line 35: | ||
< | < | ||
+ | -------- | ||
+ | ==== Adding PAX to the flights in the ' | ||
+ | [{{ : | ||
+ | PAX can be added to the flight in **the following ways**: | ||
+ | |||
+ | * **Phonebook** - select PAX from the Phonebook | ||
+ | * **IMPORT PAX** - importing PAX as a list either from: | ||
+ | * another flight within a trip | ||
+ | * ' | ||
+ | * ' | ||
+ | * **ADD PAX LIST** selection: | ||
+ | * 'PICK FROM LIST' | ||
+ | * ' | ||
+ | |||
+ | Options to add PAX to the flights are explained below. | ||
----- | ----- | ||
+ | ==== Adding PAX from Phonebook ==== | ||
+ | [{{ : | ||
+ | |||
+ | If the PAX are already in the database (Phonebook), | ||
+ | |||
+ | Simply pick the name from the list and save changes. | ||
+ | |||
+ | If you type a new PAX name/ | ||
+ | |||
+ | Click it (or press Enter key) to have a window displayed where you can add all PAX details (apart from name/ | ||
+ | |||
+ | -------- | ||
+ | |||
+ | ==== Picking PAX from the contact list ==== | ||
+ | |||
+ | It is now possible to select the PAX on the flights using the **PICK FROM LIST** option. | ||
+ | |||
+ | This option allows to quickly select and add the PAX to the flight. | ||
+ | |||
+ | Click on the **PICK FROM LIST** option to open the **Select PAX** pop-up window. | ||
+ | |||
+ | |||
+ | === ' | ||
+ | |||
+ | The **Select PAX** window is divided into the following sections: | ||
+ | [{{ : | ||
+ | |||
+ | - **Search passenger** - option to search for PAX. If the ' | ||
+ | - **Requester** - can be assigned in the ' | ||
+ | - **Available passengers** - list of PAX assigned to the Requester Company and containing the basic details (Name, DoB, Companies one is assigned to). If the requester company is not selected the list displays all the PAX available in the Phonebook. In this case ' | ||
+ | - **Selected passengers** - PAX selected in the ' | ||
+ | - **Action buttons**: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * if there are more PAX names selected than the PAX number, the number of PAX will increase accordingly, | ||
+ | * adding further PAX to the list will not overwrite already added PAX, i.e. adding 2 new PAX to 2 already assigned PAX will increase the PAX number to 4 | ||
+ | * {{: | ||
+ | |||
+ | ------------- | ||
+ | ==== Assigning PAX to the flight by scanning Passport or a National ID ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is also possible to assign PAX to the flight, by **scanning the Passport/ | ||
+ | |||
+ | In the tab PAX, click on **ADD PAX LIST** option > **TRAVEL DOCUMENTS** and select a scan of the passenger' | ||
+ | |||
+ | Once the scan has been uploaded, Leon will show a new window with the scan attached as well as the person' | ||
+ | |||
+ | To add passenger' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once added to the flight, the person will automatically be added to the Phonebook upon saving changes. | ||
+ | |||
+ | |||
+ | ---------------------- | ||
+ | ==== Import PAX ==== | ||
+ | |||
+ | === Import from Excel file === | ||
+ | |||
+ | PAX data import from Excel file is possible only if the file is in **the same format** as the one which is generated in Leon when you export PAX data to Excel (see screenshot below). If you change columns order in the file or add a column, Leon will not import PAX data. Below you can see the format of Leon PAX Excel file. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In order to import PAX from Excel, once the file is filled in with PAX details, in a section OPS open a tab ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | All other PAX details which can not be inserted into to file, such as i.e. place of birth, need to be added manually. | ||
+ | |||
+ | |||
+ | < | ||
+ | ---- | ||
+ | |||
+ | === Import from text === | ||
+ | |||
+ | It is possible to import PAX from a leg assigned to the same trip or import PAX from text. | ||
+ | |||
+ | If there are Passengers assigned to the flights within the same trip Leon will display available flight that the PAX can be imported from. In this case simply select a leg of the trip of which pax should get imported from and click ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is impossible to Import PAX if Text section of Passenger List is already filled in. In such case, when you click on {{: | ||
+ | |||
+ | **"Pax import from the text is disabled because pax have been written as a note in Text tab. Please clear the note in Text tab to activate pax import from text" | ||
+ | |||
+ | **Import from text** option will allow you to add Passenger details from a file.The Passenger details will be added to the flight and Phonebook at the same time. The Passenger details have to be inserted in certain **format**. There are currently **2 formats** available. Both are presented in the **Text** section of this page. | ||
+ | |||
+ | The **process** of importing PAX list from text is very simple: | ||
+ | [{{ : | ||
+ | * **Choose format** - select the format you wish to use to insert your passengers from the dropdown in the ' | ||
+ | * **Insert PAX list** - in the left editable field you can either ' | ||
+ | * **Parse** - after inserting the list, {{: | ||
+ | * **SAVE** - this allows saving PAX list on the flight | ||
+ | |||
+ | < | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Export PAX ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**. | ||
+ | |||
+ | By clicking it you get an access to an **Excel** file where assigned PAX details are sent, such as: | ||
+ | |||
+ | - Name | ||
+ | - Surname | ||
+ | - Company | ||
+ | - Email address | ||
+ | - Mobile phone number | ||
+ | - Nationality | ||
+ | - DoB | ||
+ | - Travel document number | ||
+ | - Travel document' | ||
+ | |||
+ | If the Travel document is different on arrival and departure, Leon will include both in the Excel file. | ||
+ | ---- | ||
+ | |||
===== PAX DETAILS EDITION ===== | ===== PAX DETAILS EDITION ===== | ||
Open a tab ' | Open a tab ' | ||
- | [{{ : | + | [{{ : |
* **Ticket number** | * **Ticket number** | ||
* **Accompanied by** - select PAX name from the list - the list shows only PAX added to the same flight. | * **Accompanied by** - select PAX name from the list - the list shows only PAX added to the same flight. | ||
Line 57: | Line 191: | ||
* **Zip code** | * **Zip code** | ||
* **Country** | * **Country** | ||
+ | * **Luggage Quantity** | ||
+ | * **Luggage Weight** | ||
+ | * **Weight Unit** | ||
PAX name & surname, passport & national ID details can't be added from this window - only from a single PAX profile. | PAX name & surname, passport & national ID details can't be added from this window - only from a single PAX profile. | ||
Line 153: | Line 290: | ||
As you can see from the screenshot, depending on the format inserted, PAX Manifest document will be filled in fully or partially. | As you can see from the screenshot, depending on the format inserted, PAX Manifest document will be filled in fully or partially. | ||
- | ---- | ||
- | ===== Import PAX ===== | ||
- | |||
- | === Import from Excel file === | ||
- | |||
- | PAX data import from Excel file is possible only if the file is in **the same format** as the one which is generated in Leon when you export PAX data to Excel (see screenshot below). If you change columns order in the file or add a column, Leon will not import PAX data. Below you can see the format of Leon PAX Excel file. | ||
- | |||
- | {{: | ||
- | |||
- | In order to import PAX from Excel, once the file is filled in with PAX details, in a section OPS open a tab ' | ||
- | |||
- | {{: | ||
- | |||
- | All other PAX details which can not be inserted into to file, such as i.e. place of birth, need to be added manually. | ||
- | |||
- | |||
- | < | ||
- | ---- | ||
- | |||
- | === Import from text === | ||
- | |||
- | It is possible to import PAX from a leg assigned to the same trip or import PAX from text. | ||
- | |||
- | If there are Passengers assigned to the flights within the same trip Leon will display available flight that the PAX can be imported from. In this case simply select a leg of the trip of which pax should get imported from and click ' | ||
- | |||
- | {{: | ||
- | |||
- | It is impossible to Import PAX if Text section of Passenger List is already filled in. In such case, when you click on {{: | ||
- | |||
- | **"Pax import from the text is disabled because pax have been written as a note in Text tab. Please clear the note in Text tab to activate pax import from text" | ||
- | |||
- | **Import from text** option will allow you to add Passenger details from a file.The Passenger details will be added to the flight and Phonebook at the same time. The Passenger details have to be inserted in certain **format**. There are currently **2 formats** available. Both are presented in the **Text** section of this page. | ||
- | |||
- | The **process** of importing PAX list from text is very simple: | ||
- | [{{ : | ||
- | * **Choose format** - select the format you wish to use to insert your passengers from the dropdown in the ' | ||
- | * **Insert PAX list** - in the left editable field you can either ' | ||
- | * **Parse** - after inserting the list, {{: | ||
- | * **SAVE** - this allows saving PAX list on the flight | ||
- | |||
- | < | ||
- | |||
- | ---- | ||
- | |||
- | ===== Export PAX ===== | ||
- | |||
- | [{{ : | ||
- | |||
- | When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**. | ||
- | |||
- | By clicking it you get an access to an **Excel** file where assigned PAX details are sent, such as: | ||
- | |||
- | - Name | ||
- | - Surname | ||
- | - Company | ||
- | - Email address | ||
- | - Mobile phone number | ||
- | - Nationality | ||
- | - DoB | ||
- | - Travel document number | ||
- | - Travel document' | ||
- | |||
- | If the Travel document is different on arrival and departure, Leon will include both in the Excel file. | ||
---- | ---- | ||