Sales Module tab is available in Admin Panel > General Settings section.
This section is directly connected to the quotation process performed in the 'Requests/Quotes'.
There are the following subsections available in the 'Sales Module' section:
Default notes subsection allows inserting:
Once the notes are added in this subsection, they will appear in the quote edit > Notes tab in the 'LEGAL NOTE' and the 'CANCELLATION POLICY' fields respectively.
Additionally, the notes can be included in the sales documents, if applied in the Documents Manager for specific document.
Default invoice data contains two sets of settings:
Exclusion zones are countries over which the aircraft should not be flying.
Once the exclusion zones are selected, the flight time calculations that apply to Aviapages and ReouteFinder in Request/Quotes panel > Edit quote ('Calculate Flight Time' option) will take these zones into consideration and omit the selected countries.
Exclusion zones indicated in this section will apply per operator.
There are 2 additional options available in the 'Fleet' section (per aircraft) and the Client profile (per Client).
Quote Request Statuses setting allows selecting the default request statuses.
All the statuses are available in the dropdown and once selected, they appear in the list below the dropdown.
Upon saving, the statuses will update in the request edit section (as per screen on the right).
To remove the status from the list simply click on the status icon - - and save the updated settings.
In Country VAT it is possible to select the default VAT rate for a specific country
Once the list of rates is created, it then applies the default rate to the request in the 'Requests/Quotes' section based on the following criteria:
The default VAT rate will be presented in the VAT box in the quote/edit section, as per the screenshot on the right.
The default VAT rates also apply to the requests coming from Avinode.
Require departure and arrival times to be set regardless of TBA setting option applies to the way the scheduled times are displayed in the itinerary when editing the quote:
This setting allows defining the minimum margin required applicable to the 'Cost & Margin' method of quoting.
If a quote margin falls below the value specified in this section, Leon will display warning information upon clicking on the 'QUOTE' status (screen on the right).
Automatically update quote on schedule change allows setting up and automated update of itinerary and recalculating the price of the request if the itinerary elements are changed within the sales section.
There are two possible scenarios:
Update quote based on trip change allows selecting an option of auto-update the quote upon schedule changes from the OPS part.
'Update quote based on trip change' contains the following recalculation options:
Below, there are two examples of the applied settings:
Optional Trip Settings sub-section contains the following options:
The 'Create non-confirmed trip when contact is sent' checkbox allows activating the 'Create non-confirmed trip in OPS module' checkbox in the 'Send document: Charter Agreement' pop-up window ('CONTRACT' status button in the RFQ).
Selecting the 'Create non-confirmed trip in OPS module' and sending the contract to the Client will create a non-confirmed trip (Option) in the OPS section without having to initially go through the 'OPTION' status button. This checkbox is the equivalent of the 'OPTION' status button in the RFQ.
The Default due time for optional trips [hhh:mm] allows setting the due time and date for when the non-confirmed trip should be automatically cancelled if the response is not received from the buyer.
The format of the default due date is set to hhh:mm. This allows calculating the correct due time and date based on the time when the non-confirmed trip is being created.
The due time is set to 48:10, as per the below screenshot:
When creating the non-confirmed trip (either via the 'OPTION' or the 'CONTRACT' status) on the 28th of June at 08:12LT, the due date will automatically be set to the 30th of June at 08:22LT (as per the screenshot on the right).
This subsection consists of 3 settings:
In this section, you can set up a default 'Due date' for the Quote Invoice.
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:
Include taxes in trip price for invoices setting allows deciding whether the tax should be displayed as a separate item on the Invoice section of the request.
It works as follow:
Default recharge invoice item tax rate allows setting up a default VAT rate for the items listed on the Recharge Invoice.
The rate will automatically apply and can be presented both in an email and the Invoice document.
The below settings apply to the subcharter quotes
'Select handling agents on subcharters automatically' setting allows deciding if the preferred handling agents should apply automatically to the subcharter requests for quotes:
This section allows selecting the default 'Sales Checklist Items' settings that will apply to the subcharter quotes.
Any changes to the settings will only apply to the subcharter quotes added after the update.
Is account required setting allows making the 'Account' field as required while creating a new contact ('Person') in the 'New Phonebook'.
If the checkbox is ticked, the 'Account' has to be selected, otherwise, Leon will issue a warning and will not allow saving a new contact