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Requests/Quotes

On the main page of the Requests/Quotes panel you can see the list of Quotes downloaded from Avinode as well as those created in Leon.

Quotes unread/unedited are displayed in bold to all users until it is read/edited by the particular user of the operator.

unread request.png

When a new quote is added, Leon shows a message new request.png - click it and the new quote will appear on the screen.

The main page displays a several columns:

Requests/Quotes - the view on the list of quotes
  • ID - quote request ID.
  • Status - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed.
  • Requester - requesting client's name or a company.
  • Aircraft - requested aircraft registration & type.
  • Itinerary - requested itinerary.
  • Updated - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon).
  • Assignee - first person who is editing unread RFQ and designated to work with the quote.
  • Quote - list of possible aircraft quotes with prices - the lowest price is always on top.
  • Action - hover the mouse over and select trash-icon to delete the quote. You can also mark the quote as 'Read' or 'Unread' by clicking on the envelope.

To hide some of the columns click 3-dots icon in top-right corner and unmark checkboxes/columns which should be hidden.

Use 2 available fields on top of the page to filter the list of quotes:

  • Type to search - you can type any part of the ID or Requester to find the quote.
  • Status - Leon shows 'all' quotes by default - click to open the drop-down box and select the status to narrow down the list of quotes.

By clicking any part of the quote Leon gets displayed the quote edition page.


Managing the RFQ

Requests/Quotes - the quote edition page

The main page of the RFQ - Request For Quote page is divided into 2 sections, which show all details in a transparent way:

  1. RFQ details with options of adding & managing the quote.
  2. Displaying the quote in Calendar, managing the Checklist, PAX and other options.

Details of the Request

Top-left part of the page shows details, such as:

  • Marketplace - Avinode, HelloJet, Victor or Leon.
  • Quote request ID - ID of the quote generated by Marketplace.
  • Requested by - client's or company name.
  • Representative - client's representative (defined in Leon or imported from Marketplace).
  • Assignee - a person who is designated to work the quote.
  • T/O & LDG emails - client representative's email address to which Leon should send MVT emails (or client's if Representative is not selected). Can be deleted or overriden by manual entry.

Statuses of the Quote

In this section you can find available options for the quote status change. Changing statuses are corelated with actions, among which are: sending emails, documents, etc…

buttons 1.png

  1. NEW - highlighted when adding a new quote into Requests/Quotes or as a new quote from Avinode.
  2. QUOTE - send a quote proposition details with Flight Quotation document.
  3. REJECT - reject the client's offer (the quote will show as 'rejected' on client's side).
  4. OPTION - click to add the trip to OPS page with the status 'Option'.
  5. CONTRACT - shows a new window for Charter Agreement document sending.
  6. BOOK - click to add the trip to OPS page with the status 'Confirmed'.
  7. BRIEF - shows a window for Flight Brief document sending.
  8. CLOSE - closing the transaction.
Printing sales documents

Independent from the status change actions you can always print sales document or send it via email using options:

buttons 2.png

  1. DOCUMENT - Flight Quotation, Charter Agreement & Flight Brief.
  2. SEND EMAIL - for sending sales documents via email or sending custom emails.
When working with Avinode requests you can accept or reject selected quotes, instead of rejecting all quotes in the request you are managing. In other words, you can accept or reject quotes inside Avinode request independently. You can also send to Avinode your own quote if only the aircraft assigned to it exists in Avinode. All quotes sent to Avinode can be also rejected if needed. For quotes sent to Avinode aircraft change is not available.

Itinerary details

Itinerary section

Right below request details & quoting options you can find Trip details: Aircraft registration, Price, ADEP, ADES, TBA checkbox, Departure time LT, Arrival time LT, Block Time, Flight Time, PAX number and Ferry flight indication.

By clicking the + icon you can add a new leg into the existing trip - you can do it also in-between existing flights.

You can also remove the leg from the itinerary by clicking on bin icon.png icon. Leon will display the Remove leg validator2.png validator where you can perform the relevant action.

By clicking on the TBA checkbox Leon will allow you to save the quote/trip without specifying Arrival and Departure times. Such a trip will be displayed in the 'CALENDAR' tab as an “All day” operation (just underneath the date).

TBA flight.png

Below trip details you can find 3 options to:

  1. icon 1.png - click to add a positioning flight (Leon will match last flight's ADES and next flight's ADEP in actual confirmed aircraft schedule).
  2. icon 5.png - adds price list to current quote - this action can be undone to icon 3.png which deletes the price list from the quote.
Feasibility check window

If there are any issues with the quotation itinerary, Leon will display a warning icon in the last column of the itinerary - warning icon.png.

If you click on this icon Leon will display Feasibility check information window which provides specific warning details as presented in the screenshot - all warnings, cautions and notices enabled in Leon, plus the information if on the day of the quote (departure day) no minimum crew (defined in the aircraft profile for cockpit & cabin) have been assigned with the Duty on the aircraft (registration or type - depending on Duties Setup configuration). Also, a caution FTL close to limit for Cockpit/Cabin crew member: warning FDP length exceeded will show up if defined in FTL Settings (by Leon Support Team) FDP threshold has been exceeded.


Quote pricing

Aircraft & Airport fees in the quote

There are 2 ways of creating price valuation: manual entering price for an entire quote and using a detailed price list for an aircraft and airports.

You can manually enter the Price in the field next to Aircraft. This field is only editable when the detailed price list is not added.

Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, detailed price list shows automatically and an original Avinode price is always displayed next to it and can not be changed.

Once you have added Request & Itinerary details and selected the aircraft, click icon 5.png button and Leon will show a new section Quote below with Aircraft Fees & Airport Fees (previously defined in the section Fees).

In this section you can manage the price list:

  1. Add new item
  2. Change the item's name
  3. Change items quantity and their price.
  4. Delete item.
  5. Switch price lists to another aircraft price list (by using a button Recalculate).

Each item is editable, which means you can change its name (for edited flight only - default name remains the same) and/or its price.

When you click on the arrow next to the price, Leon will show both airports. The default fee will show for ADEP only but you can still add fees to ADES manually. Another option is adding new fee available in the drop-down box below the items. When changing fees manually, Leon shows Total price simultaneously changed at the same time. Each item can be removed by clicking the icon bin-new leon.png

quote split.png

If it comes to Aircraft Fees displayed below Airport Fees, you can also change their names and overwrite values.

quote split 2.png

Use the button recalculate.png to switch between previously defined Aircraft Fees.

Once you reviewed the RFQ you can:

  1. SAVE.png - saves changes to the Quotation/Trip
  2. save and back.png - clicking on this one will save the changes and take you back to the List of quotations page
  3. cancel.png - transfers to the List of quotations page without saving changes
  4. show on schedule.png - this one works when the quotation is booked or saved as an Option. Clicking on it will open this trip in the OPS view.
Sending Flight Brief to the client

If you have created a quote for 2 different aircraft, or downloaded a quote like that from Avinode, after clicking QUOTE Leon shows a pop-up window with 2 quotes - mark a checkbox which quotes you choose to be sent.

It is also possible to send the email with the details for more than one quotation by ticking more than one checkbox.

Leon will then generate the documents that include these 2 quotations based on the Sales Documents templates.

2 tails in 1 quote.png

By clicking SKIP SENDING QUOTE you decide not to send an email, but still the status of the quote changes to 'Quoted' in the main quotes list.

Similarly works sending CONTRACT or a BRIEF - Leon shows a pop-up window where you can send an email with the Charter Agreement, or you can click SKIP SENDING EMAIL - that will change quote's status to 'Contract sent'.

If you tick the Back to checkbox.png checkbox and press any of the buttons in the 'Send email' window, Leon will revert to the list of Quotes. This setting will be saved so next time when you open an email window this checkbox will be already ticked.


Additional options

The right side of the page shows additional panels, which will allow to see the quote in the Calendar, view the route on the Map, view & manage Sales checklist items and see OPS checklist items, manage PAX, add Notes or Comments.

CALENDAR

The view on quotation flights in Calendar

The quote itenerary/trip is imposed on actual confirmed schedule of the selected aircraft. The information displayed shows departure-arrival times & ADEP-ADES.

flights in calendar.png

The current day is always displayed in light-blue and the thin, green line shows actual UTC time.

actual utc time.png

The view shows the 7-days period. Click ← or → buttons to move for another 7 days backwards or forward, or click TODAY to get back to the current day view. You can also switch between UTC & LT.

Aircraft selection dropdown allows you to view a different aircraft activity vs the aircraft used in the RFQ. If you choose a different aircraft in the 'CALENDAR' tab, the activity for this aircraft will be displayed in grey and the RFQ will be highlighted green. This is presented in the main screenshot of this section.

Switching the aircraft registration in the 'Itinerary' section will reset the aircraft registration in the 'CALENDAR' tab to the same one.


MAP

The Map shows the route of the trip. You can nagivate with the map by clicking + or - in top-left corner.

Selected flight shows the arrow in green. Ferry leg shows the arrow in the light-blue.

map.png


CHECKLIST

Checklist section

Sales checklist on the trips/quotations added in the Requests/Quotes can be managed in the Checklist section of Requests/Quotes only.

It is not possible to service the Sales Checklist from the OPS view if the trip/quotation has been added in the Requests/Quotes.

It is also not possible to service OPS checklist in the Requests/Quotes. This can only be serviced in the OPS view.

Elements of the Sales Checklist can be set by default in the Flight editing section. Any changes to the Sales Checklist items will only apply to the newly added flights. If you wish to add or remove the Sales Checklist item, you can do it in the OPS view by using “+ADD ITEM” button.


PAX

PAX section

In this tab you can add passengers on a flight.

You can choose either the PAX you already have in your Phonebook and add them in the “DATABASE” section or add Passengers as a free text in the “TEXT” section.

In order to activate the PAX boxes in the “DATABASE' section, you need to insert the number of passengers in the route section of the quotation.

PAX2.png

In this section, it is also possible to add new passengers to the Phonebook or edit existing passengers that are already in the database. The process is exactly the same as described here.

If the trip is added in the Requests/Quotes it is not possible to add passengers or edit the data in the OPS section, tab PAX.


NOTES

Notes section

In this section you can add OPS and Sales notes.

Once the notes are added, click SAVE button in order to save the changes.

These notes will be available and can be edited both in Requests/Quotes as well as OPS > FLIGHT tab.


COMMENTS

Comments section

In this section you can add any comments regarding this particular trip/quotation.

In order to add a comment you need to click on Add comments.png button, type the text and press Add button.png button.

Once the comment is added you will be able to see who added a comment and what day at what time. The times presented in the comments history are in LT.

It is also possible to edit or delete the comment. In order to do that, click on on the right-hand side of the existing comment box and click on the relevant option.

Editing comments.png


SUBCHARTER

Subcharter flights in Requests/Quotes panel

When you use occasionally subcharter aircraft from another operator, our panel REQUESTS/QUOTES allows supporting quoting for external aircraft types with Subcharter option.

In order to use subcharter option create a quote (or edit existing one) and in the Aircraft drop-down box select 'Subcharter' - insert the price, add schedule details (or mark times as 'TBA'). In a tab 'SUBCHARTER' which appears in the right panel, select an AC type (it is mandatory to save the quote, if you don't select the type Leon will show a warning). Other details, such as: Registration, CPT and FO are not mandatory.

Once the subcharter quote is saved you you can manage it just like a standard quote. There is one exeption - you cannot physically book subcharter quote as option / confirmed flight into OPS module. However, you can still change the status to 'option' and book, but the quote will not be booked.

You can send Flight Quotations containing normal and subcharter quotes. You can send subcharter Contract and Flight Brief for subchaters using documents templates which can be customized from Documents Manager and Email Templates from Email Templates panel. In both of these panels you have access to fields values provided in 'Subcharter' tab of the right panel.

subcharter CC.png


AIRPORT CHARGES

Airport Charges tab

This is not a default tab and needs to be activated in the Add-ons section. More information about the 'Airport Charges' activation process can be found here.

This tab is showing the airport charges downloaded from the Airport Charges per route for specific airports, as displayed in the screenshot.


leon/sales.txt · Last modified: 2019/07/08 09:25 by rafal