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leon:sales-module-tab-in-general-settings [2023/10/18 19:58]
rafal [Optional Trip Settings]
leon:sales-module-tab-in-general-settings [2023/10/19 16:53] (current)
rafal [Recalculate mode]
Line 199: Line 199:
  
 ---------- ----------
 +==== 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 ====
  
leon/sales-module-tab-in-general-settings.1697659087.txt.gz · Last modified: 2023/10/18 19:58 by rafal