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leon:sales-module-tab-in-general-settings [2022/09/22 20:17] rafal [Update quote based on trip change] |
leon:sales-module-tab-in-general-settings [2023/10/18 21:10] rafal [Recalculate mode] |
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This section is directly connected to the quotation process performed in the ' | This section is directly connected to the quotation process performed in the ' | ||
- | There are the following | + | Below subsections |
- | + | ||
- | * **Default notes** | + | |
- | * **Default invoice data** | + | |
- | * **Exclusion zones** | + | |
- | * **Quote Request Statuses** | + | |
- | * **Country VAT** | + | |
- | * **Quote Settings** | + | |
- | * **Optional Trip Settings** | + | |
- | * **Invoices & Credit notes** | + | |
- | * **Subcharter settings** | + | |
- | * **Phonebook settings** | + | |
- | * **Customer portal** | + | |
+ | ----- | ||
===== Default notes ===== | ===== Default notes ===== | ||
[{{ : | [{{ : | ||
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**Default invoice data** contains two sets of settings: | **Default invoice data** contains two sets of settings: | ||
- | * **Default invoice | + | * **Default invoice |
* **Default address** - default address comprises 5 address lines that can be used on the invoice as the Invoice address. By default, Leon takes the address from the ' | * **Default address** - default address comprises 5 address lines that can be used on the invoice as the Invoice address. By default, Leon takes the address from the ' | ||
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-------- | -------- | ||
+ | ===== Currency list ===== | ||
+ | [{{ : | ||
+ | **Currency list** will define which currencies should be available in the requests made on the own fleet and subcharters, | ||
+ | In case of no currency is defined all will be available to be used. | ||
+ | |||
+ | -------- | ||
===== Quote Request Statuses ===== | ===== Quote Request Statuses ===== | ||
[{{ : | [{{ : | ||
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------------- | ------------- | ||
===== Country VAT ===== | ===== Country VAT ===== | ||
- | [{{ : | + | [{{ : |
- | In **Country VAT** it is possible to select the default VAT rate for a specific | + | In **Country VAT** it is possible to select |
- | [{{ : | + | |
+ | * **Calculate VAT proportionally domestic to international** - explained below and connected directly to the selected rates for countries | ||
+ | * **Include ferry flights** - option to include ferry flights in the VAT calculations. By default, Leon calculates VAT on the passenger flights only | ||
+ | * **Rates** - setting up the default VAT rate for specific | ||
+ | |||
+ | ------ | ||
+ | ==== Rates ==== | ||
+ | [{{ : | ||
+ | In order to select the VAT rates list simply select the country and insert the rate for this country. If more country rates need to be inserted, click on the 'Add country and VAT rate' button and insert the details for the next country. | ||
Once the list of rates is created, it then applies the default rate to the request in the ' | Once the list of rates is created, it then applies the default rate to the request in the ' | ||
* it has to be a domestic flight and within the listed country | * it has to be a domestic flight and within the listed country | ||
- | * it has to be a passenger flight | + | * it has to be a passenger flight |
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 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. | The default VAT rates also apply to the requests coming from Avinode. | ||
+ | |||
------ | ------ | ||
+ | ==== Calculate VAT proportionally domestic to international ==== | ||
+ | |||
+ | The **Calculate VAT proportionally domestic to international** option allows to calculate the VAT rate on both domestic and international flights proportionally to the flight time within the country. | ||
+ | |||
+ | |||
+ | If this setting is applied, the VAT rates are calculated separately for each country and added to give the **final VAT rate**, as per below: | ||
+ | |||
+ | **A.** VAT rate for the country | ||
+ | |||
+ | **B.** Flight time for the domestic flight | ||
+ | |||
+ | **C.** Total flight time within the trip, subject to the ' | ||
+ | |||
+ | The **formula is as follows**: | ||
+ | |||
+ | **A** x **B** / **C** = **Country VAT rate** | ||
+ | |||
+ | VAT rates are not calculated for the **International flights**. | ||
+ | |||
+ | === EXAMPLE === | ||
+ | |||
+ | In this example, the trip consists of three flights of which two are domestic - Poland and France - and one is international. | ||
+ | |||
+ | **Total flight time** for all 3 flights is 03:30. | ||
+ | |||
+ | **VAT rates** are 9% for Poland and 10% for France. | ||
+ | |||
+ | [{{ : | ||
+ | The **calculations of VAT rate are as follows**: | ||
+ | |||
+ | * **Leg 1** - Domestic in Poland - Flight time is 00:30 - **Calculation**: | ||
+ | * **Leg 2** - International flight - **Calculation**: | ||
+ | * **Leg 3** - Domestic in France - Flight time is 01:00 - **Calculation**: | ||
+ | |||
+ | Based on the above 3 legs calculations, | ||
+ | |||
+ | * 1.28% + 2.86% = **4.14%** | ||
+ | |||
+ | ------- | ||
===== Quote Settings ===== | ===== Quote Settings ===== | ||
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---------- | ---------- | ||
+ | ==== Automatically add taxes to the quote ==== | ||
+ | |||
+ | {{: | ||
+ | |||
+ | This option will allow adding/ | ||
+ | |||
+ | If the option is **ticked** the passenger taxes will be automatically calculated in the quote. | ||
+ | |||
+ | -------- | ||
+ | |||
==== Automatically update quote on schedule change ==== | ==== Automatically update quote on schedule change ==== | ||
- | **Automatically update quote on schedule change** allows setting up and automated update of itinerary and recalculation of the price of the request if the itinerary | + | **Automatically update quote on schedule change** allows setting up and automated update of itinerary and recalculating |
{{: | {{: | ||
+ | |||
+ | There are two possible scenarios: | ||
+ | |||
+ | * **Option ticked** - any changes within the quoted itinerary automatically recalculate the pricelist elements and the final price | ||
+ | * **Option unticked** - manual recalculation is required using the ' | ||
+ | |||
--------- | --------- | ||
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{{: | {{: | ||
+ | |||
+ | ---------- | ||
+ | ==== Recalculate mode ==== | ||
+ | |||
+ | The **Recalculate mode** contains two setting options that recalculate elements of the booked quote accordingly when the trip is amended by the OPS. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | [{{ : | ||
+ | === Update units and prices === | ||
+ | |||
+ | This recalculation mode will: | ||
+ | |||
+ | * revert the units to the default units based on the default calculations, | ||
+ | * reinstate the removed elements of the pricelist, as long as the elements are the default within the selected pricelist | ||
+ | * keep the elements added manually in the quote | ||
+ | |||
+ | In the **example** on the right the following happened upon the update: | ||
+ | |||
+ | * manually added element called 'Extra Fee' remained in the quote | ||
+ | * removed ' | ||
+ | * units in ' | ||
+ | |||
+ | |||
+ | === Update units but keep the prices === | ||
+ | |||
+ | |||
+ | --------------- | ||
+ | ==== Cost & margin total price update mode ==== | ||
+ | |||
+ | **Cost & margin total price update mode** settings apply to the requests based on the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Cost & margin total price update mode** contains 3 options: | ||
+ | |||
+ | * **Selected manually** - user decides which part should be recalculated when the total price is changed | ||
+ | * **Update margin** - the margin is recalculated when the total price is changed | ||
+ | * **Update cost** - margin remains unchanged but the 'Extra Fee'/' | ||
+ | |||
+ | |||
+ | === EXAMPLE === | ||
+ | [{{ : | ||
+ | The original request is presented in the screenshot on the right-hand side: | ||
+ | |||
+ | * Total Price is €33876.59 | ||
+ | * Margin is 20% | ||
+ | |||
+ | For the clarity of selection, the **Select manually** mode is set in the Sales Module settings | ||
+ | |||
+ | **1. The Total Price is changed to €35000.00** | ||
+ | |||
+ | Once the Total price is amended, Leon will ask which part of the quote should be adjusted. | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | In the case of the ' | ||
+ | |||
+ | **2. Margin-based update of the quote** | ||
+ | |||
+ | If the **Margin** option is selected: | ||
+ | |||
+ | * Elements and the cost remain unchanged | ||
+ | * Since the Total price is increased from €33876.59 to €35000.00, | ||
+ | |||
+ | **3. Cost-based update of the quote** | ||
+ | |||
+ | If the **Cost** option is selected: | ||
+ | |||
+ | * Margin remains unchanged at 20% | ||
+ | * Since the Total price is increased from €33876.59 to €35000.00, | ||
---------- | ---------- | ||
===== Optional Trip Settings ===== | ===== Optional Trip Settings ===== | ||
- | [{{ : | + | |
**Optional Trip Settings** sub-section contains the following options: | **Optional Trip Settings** sub-section contains the following options: | ||
- | * **Create non-confirmed trip when contact is sent** | + | {{: |
- | * **Default due time for optional trips [hhh:mm]** | + | |
[{{ : | [{{ : | ||
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* **Include taxes in trip price for invoices** | * **Include taxes in trip price for invoices** | ||
* **Default recharge invoice item tax rate** | * **Default recharge invoice item tax rate** | ||
+ | * **Include fees in Invoice/ | ||
- | {{: | + | {{: |
==== Due date for invoices ==== | ==== Due date for invoices ==== | ||
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-------------- | -------------- | ||
+ | ==== Include fees in Invoice/ | ||
+ | |||
+ | In the **Include fees in Invoice/ | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | If the element of the fees exists in the quotation pricelist, it will also be added to the Invoice/ | ||
+ | |||
+ | Selecting the **Include fees only on proforma invoice** checkbox will make the selected items to only display on the Proforma Invoice in the Sales panel. | ||
+ | |||
+ | -------- | ||
===== Subcharter settings ===== | ===== Subcharter settings ===== | ||
+ | |||
+ | The below settings apply to the subcharter quotes | ||
+ | |||
+ | ==== Select handling agents on subcharters automatically ==== | ||
+ | |||
[{{ : | [{{ : | ||
**' | **' | ||
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-------------- | -------------- | ||
+ | |||
+ | ==== Sales Checklist items ==== | ||
+ | |||
+ | 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. | ||
+ | |||
+ | ---------------- | ||
===== Phonebook settings ===== | ===== Phonebook settings ===== |