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--- leon:quotation-email-templates [2016/03/15 16:02]
bartek
+++ leon:quotation-email-templates [2019/04/15 14:30] (current)
bartek
@@ Line 1: / Line 1: @@
-====== Quotations ======
+====== Quotation settings ======
-[{{ :leon:admin-operator-settings:flight brief details.png?200|Flight Brief}}]
+[{{ :leon:settings:sales docs.jpg?100|Sending sales documents to clients}}]
-This section offers you useful options that can be used in contacting with clients or brokers you deal with.
+[{{ :updates:email title tags.jpg?100|Email title tags}}]
+This section offers you useful options that can be used in contacting with clients or brokers you deal with.
+You can define available options, such as:
-  * **'Att' field as clients from database** - when ticked, field 'Att' will become a drop-down box of clients - related with sending 'Flight Brief' or 'Charter Agreement' (see below).
+  * **Sending quotations to Avinode options** - add this option to send quotations from Leon to Avinode (visit section [[leon:quotations|Quotations]] for more information). You can choose between sending simple quote, detailed quote or not sending it at all.
-  * **Sending quotations to Avinode options** - add this option to send quotations from Leon to Avinode (visit section [[leon:quotations|Quotations]] for more information).
   * **Send messages about aircraft movements to clients** - tick box 'Enable' so that you can start using this option. For more details please see [[leon:flight-watch|Flight Watch]].
   * **Flight Brief** - fill in email fields along with the content, which will be used when sending out 'Flight Brief'.
-  * **Charter Agreement** - this document can be added optionally by Leon Software - if you wish to have it, please contact [[support@leonsoftware.com]]
+  * **Charter Agreement/Flight Quotations** - these documents can be added optionally by Leon Software - if you wish to have them please contact [[support@leonsoftware.com]]
+A field 'Email subject' contains what is later displayed on the subject of the quotation documents email.
-To send 'Flight Brief' to the client, please go to [[leon:edit-flight-sales|Planned Flights]] and after editing the flight, go to tab **Docs**, where you will find a 'Flight Brief' window. This is where email details with email content, previously added in 'Quotations' section, can be found.
+I.e.: {{:leon:settings:quotation templates.jpg|}}
+   * **[ADEP_IATA]** - airport of departure IATA code.
+   * **[ADEP_NAME]** - airport of departure name.
+   * **[ADES_IATA]** - airport of destination IATA code.
+   * **[ADES_NAME]** - airport of destaination name.
+   * **[TRIP_NO]** - trip number.
+   * **[DATE]** - trip date.
+When the documents are sent out, the 'Email subject' text turns to:
+{{:leon:settings:email text.jpg|}}
+To send Sales documents to a client, create a quotation (right-hand filter, tab TRIP) in a section OPS, then after saving it right-click with the mouse on the flight and select appropriate document to be sent out.
+<box>**It is possible to upload 1 or more files for each document - they will be sent out along with the selected document from a section OPS.**</box>

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