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.
The main page displays several columns:
In the top-right corner there is a icon including filtering options:
Use 3 available fields on top of the page to filter the list of quotes:
In the Itinerary column Leon indicates the timeframe to the start of a flight by underlining the specific leg as per below:
The abovementioned indications only apply to the new requests.
It is also possible to sort the requests by:
There are additional options available directly from the Requests/Quotes view. In order to access the options menu, click with the right button of the mouse.
The available options are:
It is possible to preview selected airport details from the 'Request/Quotes' list.
Simply click with the right click of the mouse on the selected itinerary details and Leon will open a pop-up menu where one of the options is 'OPEN IN AIRPORT DIRECTORY'. Hovering the mouse over this option allows selecting and previewing an airport from the Itinerary in the Airport Directory (upon clicking on the selected Airport code).
Hovering the mouse over the airport code, displays the airport details and airport notes.
It is also possible to open the specific request in the new tab by:
By clicking any part of the quote Leon gets displayed the quote edition page.
It is possible to send a message to the Client directly from the 'Requests/Quotes' list.
In order to do that, click with the right-click of a mouse on the request of choice and select SEND MESSAGE TO CUSTOMER option from the pop-up menu.
'SEND MESSAGE TO CUSTOMER' window will open where you can:
If the quote comes from Avinode, the 'AVINODE' button will be active which will allow sending messages directly to the Avinode chat.
History of correspondence will display below the current message.
It is possible to quote trips based on 2 different methods:
The default method of quoting can be selected in the 'Settings' > 'Fleet' section in the 'Sales' tab 'Pricing' subsection.
There, you can also select the 'Default margin' and assign default pricelists (fees).
To add a new quote you need to perform the following steps:
1. Click on NEW QUOTE option in the 'Requests/Quotes' screen
2. Fill in the information in the 'Add new quote request' window:
. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary in the Calendar view as well as on the map (Tab 'MAP'). If the aircraft is selected, the 'CALENDAR' tab will also display the positioning legs. You can also select 'TBA' checkbox which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date.
There is also an additional option in General Settings > Sales Module - if a checkbox Require departure and arrival times to be set regardless of TBA setting is marked, times will have to be added, despite TBA marked.
3. Press 'CREATE' to add the request
4. Request editing section will open, where:
It is possible to add a request without selecting the aircraft.
In this case, the editing window would suggest creating a quote ('CREATE A QUOTE' button) or finding subcharter in Avinode ('FIND SUBCHARER/COMPARE PRICE' button).
If we choose to create a quote, the standard edition window will appear with the schedule that we inserted initially but with no aircraft selected and no times calculated.
The request with no aircraft assigned will present on the list of requests as per below:
This quotation method allows quoting based on the cost and increasing the quoted amount by a specified margin.
In order to quote using the 'Costs & margin' method first, you need to:
Quoting based on this method is very similar to the 'Price based' method.
Within the quote breakdown, you will see the 'Cost' column where the default cost value from the pricelist is populated.
The Discount and Additional Fee elements do not apply to 'Costs and margin' quoting method.
Values in both 'Unit' and 'Cost' columns can be manually overwritten.
The major difference is that in the summary section, there are 5 elements:
Additionally, hovering the mouse over each of the calculated amounts will display a tooltip with the cost/price calculated per hour of:
The sales documents will still present the total price from the 'Price' box above the itinerary.
The main page of the RFQ - Request For Quote page is divided into 2 sections, which show all details in a transparent way:
The top-left part of the page shows details, such as:
It is now possible to add a new client (a company or a person) straight from the REQUESTS/QUOTES panel, as well as adding a client's representative.
When creating a new quote, click a + icon right next to the 'Requested by' field.
Leon will show slightly different windows if a new client is a company and a different one if a new client is a person (see screenshot on the right).
Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the Phonebook
It is also possible to edit a Requester or Representative by clicking on icon located next to Requester/Representative box.
The changes applied in the 'Edit requester/representative' pop-up window will apply instantaneously.
It is possible to assign requests to bases.
This feature only applies to operators that have more than one base. For the operators with one base only this functionality will not apply.
Bases can be defined in General Settings section.
Once the bases are added, it is possible to assign one to a user, Client or directly to the request.
Operator bases can be assigned as follow:
If the base is assigned to a Client, the trip requested by this particular Client will automatically be assigned to the Client's base.
Once this request is edited by a user with base assigned then this request will get assigned to the user base automatically.
It is also possible to assign or change the original base, including the base initially assigned to a Client, without having to assign a specific user.
The 'Requests/Quotes' list includes all the requests including the ones without bases assigned.
If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/Quotes list will only display the requests assigned to this particular base. See the screenshot on the right.
It is possible to edit the originally requested schedule and reflect it in the main 'Requests/Quotes' view.
EDIT REQUEST button is available by the quote number in the quote details section:
Clicking on the 'EDIT REQUEST' button will open the 'Edit quote request' pop-up window (quote editing part presented on the right). This window is identical to the 'Add new quote request' window.
In the 'Edit quote request' window, the initially requested schedule can be amended.
The changes can include:
After the changes are performed and applied ('UPDATE' button), the yellow strip will appear in the request edit section with the following options:
The screenshot on the right presents the usage of the REGENERATE button.
If the changes are applied to the schedule, the quotation will recalculate automatically.
Additionally, the changes applied will reflect in the main 'Requests/Quotes' view:
It is possible to set up an auto-update of the booked trips. Once a quote's status has been set to 'BOOKED' if the quote's schedule has changed, Leon can either automatically update the trip in OPS, or the user can do it manually.
To make it work, mark a checkbox Auto-update booked trips in Requests/Quotes in the General Settings panel. Once it's done, when changing a quote's schedule, Leon will automatically update the trip in the OPS panel (see example on the screenshot on the right).
If an auto-update is switched off and the booked quote's schedule changes, Leon will show an orange warning triangle in the button
Click it and select Update trip using (aircraft reg number) quote and Leon will update the trip's schedule in the OPS panel.
In this section, you can find available options for the quote status change. Changing statuses are correlated with actions, among which are: sending emails, documents, etc…
The statuses available in the request edit section can be customized in the 'Sales Module' in 'General settings' section:
Independent from the status change actions you can always print sales document or send it via email using options:
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.
It is possible to change the Currency and Leon will recalculate the price in the new currency. The new currency will also apply to the quote's fees (catering, hotel, flight plan, etc…).
If there is a discontinuity in the itinerary, and the warning is marked in the 3-dot filter, it is indicated with
If there is no aircraft performance data inserted in the 'Fleet' section, Leon will display the following information:
It is also possible to schedule a Fuel Stop. More information is in the subsection below.
In the top-right corner of the itinerary, there is a icon where the following options are available:
With regards to filtering Warnings, Cautions and Notices, only the selected options will trigger the feasibility check icon.
Once the new filtering options have been selected you need to refresh the 'Feasibility Check' column in order to apply new settings.
Only the selected options will trigger the feasibility check icon.
Items that are not selected in the filter will not appear in the feasibility check information window.
Selected elements of the feasibility check filter will be remembered per user.
When sending documents to the client, Leon also shows red triangle (alerting feasibility check) next to the 'SEND' button - hover the mouse over the triangle to see the information.
You can also remove the leg from the itinerary by clicking on icon. Leon will display the 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).
Below trip details you can find 4 options to:
If you click on this icon Leon will display the 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.
1. When changing Block time of the flight, Leon will NOT change Flight time and will also show a tooltip with a question, whether it should be the departure or arrival time that should be updated. Block time cannot be shorter than the flight time.
2. When changing Flight time of the flight, Leon will change Block time automatically and will keep initial Taxi times. Leon will ask whether to change 'Departure' time or 'Arrival' time
3. When changing STA, Leon will change the STD by the block time value. The same scenario applies to the change of the STD. Leon will NOT require validation.
4. When changing ADEP/ADES Leon will automatically recalculate the Block time and the Flight time value based on the aircraft performance and will ask whether to change 'Departure' time or 'Arrival' time
We have improved a functionality of updating quote's schedule after its modification in the OPS panel.
If the quote's schedule gets changed in the OPS panel, when editing it in the Sales panel, Leon will show now options such as:
When selecting Leon will change the quote's schedule & will recalculate its price based on the changed details.
When selecting Leon will change only the quote's schedule and will leave the price unchanged.
Changes will reflect in the main Requests/Quotes view.
Request can be rejected in three ways:
When rejecting the request, the pop-up window will appear. Depending on whether the request has a quote or it hasn't, the window will show in one of the two possible versions presented on the right-hand side.
It is also possible to select the party that is rejecting the request (Canceled by) as well as the reason for the rejection (Reason)
The following rejection options are available:
1. Canceled by Seller reasons:
2. Canceled by Buyer reasons:
Quote rejected in Leon will appear in Avinode as Declined.
Quote rejected in Avinode will appear in Leon as Rejected with the relevant 'Status' in the edit request window ('Canceled by Seller/Buyer' as per below example):
Additionally, columns 'Canceled by' and 'Cancelation reason' as well as the filter 'Canceled by' were added to the Report Wizard, scope Quote.
It is possible to add a Fuel stop to a flight in the itinerary section by clicking on a 'Fuel stop' icon.
Fuel stop is indicated by the following icons:
To add a Fuel stop you have to:
It is possible to assign a default handling agent to a Client in Leon.
In order to assign a Handling Agent to a Client, you need to:
Only one Handler per airport can be assigned to a Client. Assigning second Handling Agent will replace already assigned Handler.
It is possible to assign multiple Handling Agents at different Airports to one Client.
Once the Handler is assigned, it will auto-populate in the OPS checklist when the trip is booked.
Handler assigned to the Client has higher priority than the Handling Agent selected as preferred in the Airport Directory. This means that the Handler assigned to the Client will overwrite the preferred Handler from 'AD' upon booking the trip from Sales.
Additionally, Handler assigned to the Client is prioritised over the default Handler assigned to the Client Representative.
If the Handler is changed in the OPS Checklist, updating the trip from the Sales panel will affect the Handler selection.
If the trip is added in the OPS section and the Client is assigned in the TRIP tab, the Client's preferred Handling Agent will be assigned to the trip.
Before using this option you need to set up in Documents Manager a new template QUOTE INVOICE - you can set up multiple different templates and re-arrange them the way you want (using HTML & CSS). You can also use Leon default template pdf.
You can also configure EMAIL TEMPLATES for the Invoice in a section Settings > Email Templates - click ADD TEMPLATE, select Quote Invoice and set it up. You can define as many email templates for as necessary.
Once it's all set up, edit the Quote that has already been BOOKED, click the button INVOICE and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show Total price.
Three fields with dates are available in the document:
Click the DOWNLOAD icon to preview the template before sending it out.
function makes it easier to recalculate the amount on the 'Invoice'.
It is very useful when after sending the invoice to the Client, the amount of the quotation changes, be it due to a change in the number of items or the calculated price of the items.
In such a scenario, it is sufficient to go to the 'INVOICE' tab in the 'INVOICE' section, press button and Leon will update the amount on the invoice to the actual one.
If the quote is created for more than one aircraft, the Invoice pop-up will allow to switch between tails and define Invoice items accordingly.
In case you wish to upload your own template and send it to the client without creating it in Documents Manager, you can use 'Upload files' button in a tab 'EMAIL' of the Invoice pop-up window.
It is possible to set up a default VAT rate per Country in the 'Sales Module' tab in the 'General Settings'. More information can be found here.
Apart from the above mentioned, the 'VAT rate' can be set up in the main Quotation view in the 'VAT' box:
This rate will automatically apply to the default items in the Invoice section, including PAX taxes (UK, German, Swedish or Italian) and will increase the total amount by this rate.
It is possible to exclude the VAT rate from the calculations in the Invoice by simply deleting it.
The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in 'Documents Manager'.
Once the invoice has been paid, you can edit the quote again and in the Invoice tab mark a checkbox Paid - then you can generate a report (in a scope 'Invoice') in a report Wizard panel and add a column 'Paid' to the report.
It is possible to close the Invoice (checkbox 'Close'). Once the Invoice is closed, only the user with the 'Can open invoice' setting in the Privileges > 'SETTINGS' tab will be able to preview and edit this page.
It is also possible to exclude TAX from showing on the Invoice by unmarking a checkbox Include taxes in trip price on invoices in a section General Settings > Sales Module.
It is now possible to set up a default 'Due date' for the Quote Invoice in 'Settings' > 'General settings' > 'Sales Module' tab.
The setting consists of 2 fields:
As you can see in the example below, the Invoice due date was set to 7 days after the invoice date:
It is possible to tag an Invoice.
The option is available on the 'Invoice'/'Recharge invoice'/'Credit note'.
In order to add a new tag you need to:
Once the tag is saved, it will be available in the dropdown list in the 'Tags' box.
Tags added to the Invoice are available in the Report Wizard > Scope 'Invoices & Credit Notes', column 'Invoice Tags'.
We have added 2 new documents, which can be sent to a client from the Invoice section:
First step to issue these documents is adding it in Documents Manager. Here, click and select Recharge Invoice and/or Credit Note. Added documents need to be published (set filter to 'No' and click the white dot). You can define multiple templates of these documents.
The second step is adding these documents in the 'Invoice' section of the quote's edition panel. Click a button + placed right next to the 'Invoice' button and select documents from the list.
It is possible to add more than one 'Recharge Invoice' & 'Credit Note' document when sending Invoice documents to a client, however, each document needs to be sent out separately.
Owner approval is the functionality that allows sending gain the consent from the Aircraft owner to perform the trip on the aircraft at a given time.
In order to activate the functionality, you need to:
Once the option is activated, the APPROVAL button will appear amongst the status buttons.
Once the button is available, clicking on it will allow sending an email to the Owner along with the document.
Both, 'Owner approval' email template, as well as the default document, can be created in 'Settings' > 'Email templates' and 'Settings' > 'Document's manager' accordingly.
'To' email is fed from the Owner's email inserted in the profile.
'Flight Brief' is the document that presents the summary of the trip.
When sending the Flight Brief document it is possible to select the flights that should be presented on the document.
This is quite useful when the trip consists of numerous flights spread across a number of days and separated by longer periods.
It allows sending the document to the client in stages, based on the itinerary, and include the flights nearest to each other.
As presented in the screenshot on the right, the trip consists of 5 flights between 28th May and 11th June. The functionality allows selecting the nearest flights (28th May) and sending these initially. The remaining ones can be selected and sent closer to the planned departure date.
Ferry flights are not presented on the list.
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, a 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 button in a section Quote and Leon will add the quote with Aircraft Fees & Airport Fees (previously defined in the section Fees).
In this section you can manage the price list:
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 a 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. Hover the mouse over the Total price amount to see the price per hour of the flight.
If it comes to Aircraft Fees displayed below Airport Fees, you can also change their names and overwrite values.
There are 2 buttons available to manage the quote:
The RECALCULATE button now has 2 options available:
Itinerary option is used when the aircraft schedule is changed.
The way it works has not changed. Clicking on the 'Itinerary' button will recalculate the quotation based on the updated schedule.
It will also update the Airport Fees if they were changed in the 'Sales' > 'Fees' section,
This option will not affect manually inserted prices.
Following changes applied in the 'Airport fees:
Additionally, the original itinerary's flight time has been changed by 10 minutes and the 'De-icing' fee was added manually.
As you can see in the screenshot on the right, Leon recalculates based on the new itinerary but also includes the updated aircraft fees.
Airport fee option applies only to airport fees recalculation.
It should be used whenever there are changes to the 'Airport fees' in 'Sales' > 'Fees' which one would like to update within the quote.
It does not add or remove any elements from the quote unless there is a change in the itinerary (see above).
Manually added items of the quote should remain within the quote after the recalculation.
Following changes applied in the 'Airport fees:
Additionally, the 'De-icing' fee was added manually.
As you can see in the screenshot on the right, only the value of the 'Landing fee' at EPWA has changed.
Once you reviewed the RFQ you can:
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.
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 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.
It is important to see the Margin between trip-related revenues and the cost - this way the operator knows whether to increase fees or cut the cost.
When creating an aircraft pricing in Leon, it is now possible to define the Cost for each fee of the aircraft.
In a section Sales > Fees, when creating aircraft fees (or editing existing fees), Leon shows a separate column Cost. Here you can insert a value of the cost. The currency of the cost is the same as the price's currency. Items with no cost added will show as
Once the cost values have been added, on the quote's edition page Leon will show a new column Margin with percentage values.
If the cost is lower than the price, Leon will show the margin value in green. If the cost is higher than the price, Leon will show it in red. Hover the mouse over the margin's value to view details. At the bottom of the page, Leon will show a total margin value.
More and more clients travelling by aeroplanes want to know how much CO2 will be emitted during the flight they have bought. Meeting this request we have added an option to show CO2 emission on sales documents: Flight Quotation and Flight Brief.
In order to have CO2 on sales documents, follow the below steps.
It is now possible to access Changes History of the Quote in the quote's edition panel, under the 3-dot filter.
Clicking on the 'Show changes history' option will generate a pop-up window with details regarding any quote changes such as:
In the changes history window, Leon shows a chronological list of all changes (the latest on top). The colours indication shows added data in green, changed data in yellow and removed data in red.
When you click on the changed detail, Leon highlights previous entrances of the same detail.
Changes can also be requested in the Owner App.
If a change is requested and forwarded to Sales Panel, the yellow strip will appear in the request edit section with the following options:
Additionally, next to the 'Quote request ID' the history icon will appear:
The right side of the page shows additional panels, which will allow seeing the quote in the Calendar, view the route on the Map, view & managing Sales checklist items and seeing OPS checklist items, managing PAX, add Notes or Comments.
The quote itinerary/trip is imposed on actually confirmed schedule of the selected aircraft. The information displayed shows departure-arrival times & ADEP-ADES.
The current day is always displayed in light-blue and the thin, green line shows actual UTC time.
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.
The 'Summary' tab displays the quick overview of all the quotes within one request.
The list is displayed in the same order as the order of the quotes.
The highlighted line corresponds to the quote that is currently previewed in the request edit section.
The tab contains the following columns:
It will be possible to sort the quotes in 6 different ways, using the field available in the Summary tab.
The Map shows the route of the trip. You can navigate with the map by clicking + or - in the top-left corner.
The selected flight shows the arrow in green. Ferry leg shows the arrow in the light blue.
Sales checklist on the trips/quotations added in the Requests/Quotes can be managed in the Checklist section of Requests/Quotes only.
Sales checklist becomes available when the request is created, whether it is a regular fleet or subcharter.
It is possible to add extra items to the checklist by using the 'ADD ITEM' button. It is also possible to delete the items by clicking on the bin icon.
It is possible to service the Sales Checklist from the OPS view if the trip/quotation has been added in the Requests/Quotes.
OPS Checklist appears only once the trip is booked.
It is also not possible to service the 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 the ”+ADD ITEM“ button.
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.
The PAX selection dropdown is divided into two sections:
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 possible to add passengers or edit the data in the OPS section, tab PAX.
If a passenger has more than 1 passport you can select which one should be used as default (in PAX profile mark a checkbox 'Default'), but it is also possible to select a different passport for departure & arrival - when adding PAX, click + icon and select appropriate passport. This feature is for PAX selected from Leon database and not available when adding PAX from text.
It is possible to change the order of passengers by drag&dropping the name on the list.
Simply click on the name line you'd like to move, hold the left button of the mouse and move it up/down the PAX list.
The change of order on the PAX list will be reflected in the documents as well as the handling request.
A new possibility of assigning PAX to the flight, by scanning the passport/National ID, has been introduced.
In the quote's edition page, tab PAX, click Upload files and select a scan of the passenger's travel document (in the below example Passport has been used). The following file formats are recognized .jpg, .png, and .pdf.
Once the scan has been uploaded, Leon will show a new window with the scan attached. In this new window, it is also possible to select the flights, to which the person should be assigned ('Legs' part above the scan).
Almost all the details are inserted automatically apart from the Place of Birth. Gender is recognized subject to the availability in the document.
To add passenger's details to the database (so that it can be used again when the same passenger travels) click a button and save changes.
If the quote's requester is a company, then passengers added through this functionality will get added to that company's contacts.
It is now possible to select the PAX on the flights using the PICK FROM THE CONTACT LIST option.
This option allows to quickly select and add the PAX to multiple legs.
Click on the PICK FROM THE CONTACT LIST option to open the Select PAX pop-up window.
The Select PAX window is divided into the following sections:
This section is designed for Sales Teams to have a quick overview of the progress of the basic dispatch elements of the booked trip.
The tab can be activated by switchin the privilege 'Sales - OPS & Crew tab' to 'VIEW'.
Each flight within the OPS & CREW tab contains the following sections and details:
Flight times are presented in LT.
The details in this section are not editable.
This tab is also applicable on the subcharter flights.
SHARING tab allows selecting the data that are to be shared with a buyer in the 'OPS&CREW' tab in the edit request section.
It is possible to select the trip data directly in the 'OPS&CREW' tab by clicking on the 'EDIT SETTINGS' button.
Currently, the following data can be selected:
Apart from the trip data, it is also possible to apply the settings to the future buyer quote by selecting the relevant checkbox.
Once the sharing details are saved, the Trip data sharing status will change from 'NOT SHARED' to 'SHARED'.
These settings can be applied directly in the 'New Phonebook' in the tab 'SHARING' in the Client profile.
The details are selected per Client and will apply to all the trips requested by the Client.
Once the details are selected and saved, the 'Trip data sharing status' will switch to 'SHARED' in the 'OPS&CREW' tab.
In this section, you can add notes for trips on the regular aircraft as well as the subcharter.
Notes added in this section can be then embedded in Sales documents as all of them have the items available in the Available data.
Once the notes are added, click the SAVE button in order to save the changes.
There are the following 'Note' fields available:
Additionally, there is a CANCELLATION NOTES section available in the Subcharter section that:
In this section, you can add any messages regarding this particular trip/quotation. If the request was sent from Avinode, you can also reply to the customer from this section.
There are 2 buttons available in this section:
+ADD INTERNAL MESSAGE function is there to allow communicating the stages of the process to the team.
There are 3 options available:
There are 2 options available:
Messages inserted in Avinode when sending a request to Leon will also show in this section and will be highlighted green.
When the request is received from Avinode, you can click on the REPLY TO CUSTOMER button and the message will be sent to the Client in Avinode.
In Avinode, the reply will be available in the 'Trips' > 'Buying' section, as per the screenshot.
Once the message is added you will be able to see who added a message and what day at what time. The times presented in the messages history are in LT.
This functionality allows you to send and receive emails directly into Leon and keep the track of your emails in one place.
Before you start using the functionality you need to:
Once you have your mailbox configured, you can go to Settings > Email Templates > Other and create the 'Sales Panel Message' template.
It is important that the email address provided to Leon is inserted in the 'RECIPIENTS' tab > 'Reply to' box. This email address can also be inserted in another email templates 'Reply to' boxes which will automatically synchronise the emails with the messages section.
Once you have everything configured, you can start using the functionality:
It is also possible to edit or delete the message (apart from 'EMAILS'). In order to do that, click on … on the right-hand side of the existing message box and click on the relevant option.
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.
It is possible to download the Airport Charges directly to the quote.
In order to download the Airport Charges' to quotation, the below steps have to be performed:
If the 'Landing Fees' item is included in the Aircraft Fees, the quote will initially calculate the fees based on the default price list unless the 'Airport Charges' option is selected. In this case, the default price will be updated based on the 'Airport Charges' and will overwrite the default one.
If the integration is not active, the 'Airport Charges' icon by the 'Landing fees' item will still show but will be disabled.
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 the existing ones) and in the Aircraft drop-down box select 'Subcharter' - insert the price, add schedule details (or mark times as 'TBA').
The subcharter details edit window is divided into 2 tabs:
The 'Price' section is located above the tabs with the subcharter details.
It allows inserting more detailed price that includes:
Based on the above elements, the total price is calculated as:
Price = 'Operator price' /(100% - 'Margin'%) + 'Third Party Commission'
The total price is not editable and keeps the same currency as the price breakdown.
If VAT value is inserted, Leon additionally will display Gross price value, including VAT.
Hovering the mouse over 'Gross price' amount will display VAT value.
In a subcharter 'BASIC' section (underneath the itinerary), 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, FO and FA are not mandatory.
Cancellation policy in the subcharter details section is the policy that applies to the contractual agreement between the operator performing the trip and the subcharter aircraft provider.
It can be inserted manually if the subcharter details are added on a subcharter aircraft in Leon.
If the subcharter is requested via Avinode, the 'Cancellation policy' details are fed from Avinode, as long as they're available in the subcharter operator settings.
It is also possible to select Handling agents for Subcharters. Handlers can be selected from the drop-down list. However, if in a section General Settings > Sales Module a checkbox Select handling agents on subcharters automatically is unmarked, Leon will not show handlers automatically.
If we already used subcharter functionality in the past, Leon will search for an aircraft that was previously used. The dropdown list will display both aircraft registration and the operator name in the format Registration, Operator name. The aircraft is suggested based on the date of the last request created on this particular aircraft.
Once we select the aircraft, all the data is copied from the previous request, including type, crew, aircraft details and photos. The only input that is not copied is the subcharter price.
Once the subcharter quote is saved you can manage it just like a standard quote. There is one exception - you cannot physically book subcharter quote as an option / confirmed flight into the 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.
You can also upload photos of the Subcharter aircraft.
In order to do it, click on the 'EDIT PICTURES' button.
A pop-up window will appear with the 'UPLOAD FILES' button which will allow you to upload photos from your computer.
Once you selected the photos, in the 'Edit pictures' pop-up window, you have to assign a title to each of the uploaded photos (example in the screenshot).
Clicking 'SAVE' will upload the photos.
It is possible to embed the uploaded photos within subcharter sales documents. When naming uploaded photos you need to make sure that the title matches the title used in the HTML.
If the subcharter flight is requested by using the 'FIND SUBCHARTER' button, the photos, if available, will download automatically to the subcharter section.
In this tab, it is possible to reply directly to the Operator.
In order to reply directly to the Operator, Operator's email has to be inserted in the Contact email box in the 'BASIC' tab.
In order to reply to Operator press REPLY TO OPERATOR link and select the EMAIL option. The operator's email will be picked from Contact email in the 'BASIC' tab.
Select 'Subcharter message' template in the dropdown. 'Subcharter message' email template needs to be created in 'Settings' > 'Email templates'
Currently, replies from all the brokers will display under one 'Messages' window.
It is possible to add Amenities when creating a quote on Subcharter aircraft. In the quote's edition for Subcharter, there is a dedicated new tab 'Amenities' where it's possible to add several amenities, such as:
Amenities can be added to 'Flight Quotation' document, by using item: 'quote > aircraft > aircraftAmenities' from 'Available data' of the Documents Manager panel.
Leon will also show 'Wifi' & 'Smoking' amenities for Subcharters downloaded from Avinode, which are defined in Avinode's section: Aircraft > Fleet edition > Update amenities.
The requested schedule can be updated using the EDIT REQUEST button located next to the 'Request ID'.
After the changes are performed in the 'EDIT REQUEST' pop-up window and applied ('UPDATE' button), the yellow strip will appear in the request edit section with the following options:
Once the changes are applied, they will reflect in the main 'Requests/Quotes' view.