Differences

This shows you the differences between two versions of the page.

--- leon:sales-module-tab-in-general-settings [2022/09/23 15:57]
rafal [Automatically update quote on schedule change]
+++ leon:sales-module-tab-in-general-settings [2023/10/19 16:53] (current)
rafal [Recalculate mode]
@@ Line 5: / Line 5: @@
 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:
+Below subsections explain each setting in details.
-  * **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 =====
 [{{ :leon:sales:sales-module-settings:default_notes_section.png?200|'Default notes'}}]
@@ Line 36: / Line 25: @@
 **Default invoice data** contains two sets of settings:
-  * **Default invoice recipement email** - this can be used when, rather than sending an invoice email to the Client, the email is sent to the internal department (e.g. Accountancy) for checks, and then the internal department sends it to the Client. If the default email is set in this section, it will automatically populate as a **TO** email when selecting the **INVOICE** option on the quote editing page.
+  * **Default invoice recipient email** - this can be used when, rather than sending an invoice email to the Client, the email is sent to the internal department (e.g. Accountancy) for checks, and then the internal department sends it to the Client. If the default email is set in this section, it will automatically populate as a **TO** email when selecting the **INVOICE** option on the quote editing page.
   * **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 'Manage account' settings, however, if the address for invoices is different, then it can be inserted here and used on the document/email
@@ Line 52: / Line 41: @@
 --------
+===== Currency list =====
+[{{ :leon:currency_list.png?300|'Currency list'}}]
+**Currency list** will define which currencies should be available in the requests made on the own fleet and subcharters, also when setting up the invoice or [[leon:fees|Fees]] the list will be visible.
+In case of no currency is defined all will be available to be used.
+--------
 ===== Quote Request Statuses =====
 [{{ :leon:sales:sales-module-settings:qrs_-_quote.png?300|Statuses selected in the settings}}]
@@ Line 67: / Line 62: @@
 -------------
 ===== Country VAT =====
-[{{ :leon:sales:sales-module-settings:country_vat_settings.png?200|Country VAT}}]
+[{{ :leon:sales:sales-module-settings:sms_-_country_vat_update.png?300|Country VAT}}]
-In **Country VAT** it is possible to select the default VAT rate for a specific country
+In **Country VAT** it is possible to select the following options:
-[{{ :leon:sales:sales-module-settings:country_vat_example.png?200|Example of default VAT rate application}}]
+  * **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 countries
+------
+==== Rates ====
+[{{ :leon:sales:sales-module-settings:country_vat_example.png?300|Example of default VAT rate application}}]
+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 'Requests/Quotes' section based on the following criteria:
   * 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 by default unless the 'Include ferry flights' is selected
 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.
 ------
+==== 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 'Include ferry flights' setting
+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.
+[{{ :leon:sales:sales-module-settings:sms_-_country_vat_calculated_-_example.png?300|Example of proportional VAT calculations}}]
+The **calculations of VAT rate are as follows**:
+  * **Leg 1** - Domestic in Poland - Flight time is 00:30 - **Calculation**: 9% x 00:30 / 03:30 = **1.28%**
+  * **Leg 2** - International flight - **Calculation**: VAT = **0%**
+  * **Leg 3** - Domestic in France - Flight time is 01:00 - **Calculation**: 10% x 01:00 / 03:30 = **2.86%**
+Based on the above 3 legs calculations, **VAT rate calculated for this trip** is **4.14%**:
+  * 1.28% + 2.86% = **4.14%**
+-------
 ===== Quote Settings =====
@@ Line 105: / Line 149: @@
 ----------
+==== Automatically add taxes to the quote ====
+{{:leon:sales:sales-module-settings:automatically_add_taxes_to_the_quote.png?nolink|}}
+This option will allow adding/removing automated calculation of passenger taxes on the quote.
+If the option is **ticked** the passenger taxes will be automatically calculated in the quote.
+--------
 ==== Automatically update quote on schedule change ====
@@ Line 143: / Line 197: @@
 {{:leon:sales:sales-module-settings:rqs_-_auto_update_from_ops_with_confirmation.png?nolink|}}
+----------
+==== 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.
+{{:leon:sales:sales-module-settings:sales_module_settings_-_recalculate_mode.png?nolink|}}
+[{{ :leon:sales:sales-module-settings:rmsm_-_original_pricing.png?200|Original pricing in the request}}]
+[{{ :leon:sales:sales-module-settings:rmsm_-_update_units_and_prices.png?200|'Update units and prices' recalculation}}]
+=== EXAMPLE - Update units and prices ===
+This recalculation mode will:
+  * revert the units to the default units based on the default calculations
+  * keep the elements added manually in the quote
+  * not reinstate removed items
+In the **example** on the right the following happened upon the update:
+  * 'PAX Flight Fee' - the price was amended and remained unchanged
+  * 'Services' - manually amended number of units to 2 was reverted to 1
+  * 'Crew charge' - element added manually with the units calculated automatically and price inserted manually; units and prices remained unchanged
+  * 'Extra Pax Fee' - element added manually with the units and prices inserted manually; number of units reset to the original value and price was kept
+  * 'Ferry Flight Fee' - one of the default items that was removed was not reinstated after the update in OPS
+[{{ :leon:sales:sales-module-settings:rmsm_-_original_pricing.png?200|Original pricing in the request}}]
+[{{ :leon:sales:sales-module-settings:rmsm_-_update_units_keep_prices.png?200|'Update units but keep prices' recalculation}}]
+=== Update units but keep the prices ===
+This recalculation mode will:
+  * not change the price regardless of the type of the pricelist element: Aircraft, Airport, PAX Tax
+  * changes the unit if the element is calculated automatically
+  * not add/remove the Aircraft elements of the pricelist
+  * add/remove the Airport elements of the pricelist and the PAX Taxes
+In the **example** on the right the following happened upon the update:
+  * 'PAX Flight Fee' - the price was amended and remained unchanged
+  * 'Services' - manually amended number of units to 2 was kept
+  * 'Crew charge' - element added manually with the units calculated automatically and price inserted manually; units and prices remained unchanged
+  * 'Extra Pax Fee' - element added manually with the units and prices inserted manually; number of units reset to the original value and price was kept
+  * 'Ferry Flight Fee' - one of the default items that was removed was not reinstated after the update in OPS
+---------------
+==== Cost & margin total price update mode ====
+**Cost & margin total price update mode** settings apply to the requests based on the 'Cost&Margin' method of quoting. It allows selecting which part of the quote should be adjusted upon changing the Total Price.
+{{:leon:sales:sales-module-settings:sales_module_settings_-_cost_and_margin.png?nolink|}}
+**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'/'Discount' element of the pricelist is added to the quote with the relevant value
+=== EXAMPLE ===
+[{{ :leon:sales:sales-module-settings:rqcm_-_original_request.png?250|Original request}}]
+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.
+{{:leon:sales:sales-module-settings:rqcm_-_update_selection.png?nolink|}}
+[{{ :leon:sales:sales-module-settings:rqcm_-_margin_based_recalculation.png?250|Margin-based recalculation of the quote}}]
+[{{ :leon:sales:sales-module-settings:rqcm_-_cost_based_recalculation.png?250|Cost-based recalculation of the quote}}]
+In the case of the 'Update margin/cost' settings selected in the Sales module settings, recalculation will happen automatically.
+**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, the Margin value is recalculated from 20% to 22.82% based on the cost and the new Total price
+**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, the **'Extra Fee'** element is added to the pricelist with the relevant amount calculated based on the new Total Price and unchanged margin
 ----------
 ===== Optional Trip Settings =====
-[{{ :leon:sales:sales-module-settings:rq_settings_-_optional_settings.png?300|'Optional Settings' option}}]
 **Optional Trip Settings** sub-section contains the following options:
-  * **Create non-confirmed trip when contact is sent**
+{{:leon:sales:sales-module-settings:rq_settings_-_optional_settings.png?nolink|}}
-  * **Default due time for optional trips [hhh:mm]**
 [{{ :leon:sales:edit-request:rq_-_create_unconfirmed_quote_pop-up.png?250|'Create non-confirmed trip in OPS module' option}}]
@@ Line 188: / Line 333: @@
   * **Include taxes in trip price for invoices**
   * **Default recharge invoice item tax rate**
+  * **Include fees in Invoice/Proforma**
-{{:leon:sales:sales-module-settings:qs_-_due_incl_tax.png?nolink|}}
+{{:leon:sales:sales-module-settings:sms_-_invoices_and_credit_notes_settings.png?nolink|}}
 ==== Due date for invoices ====
@@ Line 235: / Line 381: @@
 --------------
+==== Include fees in Invoice/Proforma ====
+In the **Include fees in Invoice/Proforma** section it is possible to select the default elements of the 'Aircraft/Airport Fees' that will show on the Invoice/Proforma Invoice.
+{{:leon:sales:sales-module-settings:sms_-_default_proforma_selected_elements.png?nolink|}}
+[{{ :leon:sales:sales-module-settings:sms_-_proforma_invoice_example.png?300|'Include fees in Invoice/Proforma' example}}]
+If the element of the fees exists in the quotation pricelist, it will also be added to the Invoice/Proforma Invoice, as per the screenshot.
+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 =====

Leonsoftware Wiki

User Tools

Site Tools

Differences

Page Tools