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--- leon:sales-module-tab-in-general-settings [2023/09/22 19:29]
rafal [Calculate VAT proportionally domestic to international]
+++ leon:sales-module-tab-in-general-settings [2023/10/19 16:53] (current)
rafal [Recalculate mode]
@@ Line 197: / 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}}]

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