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leon:sales [2019/12/20 10:20] rafal [German Aviation Tax] |
leon:sales [2023/12/20 19:13] rafal [Price Based] |
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When a new quote is added, Leon shows a message {{: | When a new quote is added, Leon shows a message {{: | ||
- | The main page displays | + | The main page displays several columns: |
- | [{{ : | + | [{{ : |
* **ID** - quote request ID. | * **ID** - quote request ID. | ||
- | * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed. | + | * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected, or Closed. |
- | * **Requester** - requesting client' | + | * **Requester** - requesting client' |
* **Aircraft** - requested aircraft registration & type. | * **Aircraft** - requested aircraft registration & type. | ||
- | * **Itinerary** - requested itinerary. | + | |
+ | * **Aircraft sold** - displays the registration of the booked aircraft (status BOOK) | ||
+ | * **Checklist** - displays the overall status of the Sales checklist on the booked trip. Hovering the mouse over the dot will display the detailed statuses of each element of the checklist. Only the elements that apply to trip are displayed | ||
+ | | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * **Created** - informs when the request has been created. Switched off by default, can be switched on in the ' | ||
* **Updated** - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon). | * **Updated** - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon). | ||
- | * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. | + | * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. |
- | * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. | + | * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. |
- | * **Action** - hover the mouse over and select trash-icon to delete the quote. You can also mark the quote as ' | + | * **Ferry flight time/PAX flight time** - the values of ferry flight time and PAX flight time. Hovering the mouse over the values, the following information is displayed: **Ferry flight time/PAX flight time, ratio value**. **Ratio** value calculated as 'Ferry flight time/PAX flight time*100%' |
+ | * **Booking ratio** - the percentage of booked quotes from the last 90 days. Right next to the percentage value Leon shows in brackets the number of booked quotes and after the slash, the number of all quotes **per a requester** | ||
+ | * **Broker revenue** - the sum of prices (in operator' | ||
+ | * **Avinode price** - column presenting the price from Avinode initial request | ||
+ | * **Messages** - Leon displays all comments added in the quote' | ||
+ | * **Action** - hover the mouse over and there are **3 icons** available: **Trash | ||
In the top-right corner there is a {{: | In the top-right corner there is a {{: | ||
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* **Preferred airport code** - you can switch between ICAO and IATA codes for the whole ' | * **Preferred airport code** - you can switch between ICAO and IATA codes for the whole ' | ||
- | Use **2** available fields on top of the page to filter the list of quotes: | + | Use **3** available fields on top of the page to filter the list of quotes: |
- | * **Type to search** - you can type any part of the ID or Requester to find the quote. | + | * **Type to search** - you can type any part of the ID, Requester, or Representative |
* **Status** - Leon shows ' | * **Status** - Leon shows ' | ||
+ | * **Show** - you can filter by the following: | ||
+ | * **All** - displaying either all requests | ||
+ | * **With unread messages** - displaying only the requests with unread messages | ||
+ | * **Empty leg requests** - displaying only requests for empty legs coming from Avinode | ||
+ | * **Owner requests** - displaying trips requested by the owner in the Owner App (' | ||
+ | * **Sold only** - displays only booked requests (status BOOK) | ||
+ | * **Updated in OPS** - displays the quotes with the changes applied in the OPS section but not updated in the ' | ||
+ | * **Show also archived** - a checkbox that allows displaying archived requests. The request is considered as ' | ||
+ | * **FILTER** - allows filtering by: | ||
+ | * **Assignees** - sales person(s) assigned to quotes | ||
+ | * **Tags** - tag(s) assigned to quotes | ||
+ | |||
+ | {{: | ||
+ | |||
+ | [{{ : | ||
+ | In the **Itinerary** column Leon indicates the timeframe to the start of a flight by underlining the specific leg as per below: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | The abovementioned indications only apply to the **new requests**. | ||
+ | |||
+ | It is also possible to **sort the requests** by: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | **There are additional options available directly from the Requests/ | ||
+ | |||
+ | **The available options are:** | ||
+ | |||
+ | * **REJECT REQUEST** - allows to quickly reject a request | ||
+ | * **CLONE REQUEST** - option to clone specific requests. Option briefly described below | ||
+ | * **DELETE REQUEST** - option to delete request. Option briefly described below | ||
+ | * **ASSIGN TO** - option to assign the request to a person and base | ||
+ | * **OPEN IN AIRPORT DIRECTORY** - allows opening airport information | ||
+ | * **SEND MESSAGE** - allows sending a reminder message. Option briefly described below | ||
+ | * **SHOW STATISTICS** - displays statistics of quoted and booked routings. Option described below | ||
+ | |||
+ | ------------------------ | ||
+ | |||
+ | |||
+ | ==== Open in Airport Directory ==== | ||
+ | [{{ : | ||
+ | |||
+ | It is possible to preview selected airport details from the ' | ||
+ | |||
+ | Simply click with the right click of the mouse on the selected itinerary details and Leon will open a pop-up menu where one of the options is **' | ||
+ | |||
+ | Hovering the mouse over the airport code, displays **the airport details and airport notes**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is also possible to **open the specific request in the new tab by:** | ||
+ | - clicking on it with the middle scroll button of the mouse, or | ||
+ | - holding the left ' | ||
+ | |||
By clicking any part of the quote Leon gets displayed the **quote edition** page. | By clicking any part of the quote Leon gets displayed the **quote edition** page. | ||
- | ---- | + | ------- |
+ | ==== Send Message to Customer ==== | ||
+ | [{{ : | ||
+ | |||
+ | It is possible to send a message to the Client directly from the ' | ||
+ | |||
+ | In order to do that, click with the right-click of a mouse on the request of choice and select **SEND MESSAGE TO CUSTOMER** option from the pop-up menu. | ||
+ | |||
+ | 'SEND MESSAGE TO CUSTOMER' | ||
+ | |||
+ | * select email template from available 'Sales Messages' | ||
+ | * attach documents | ||
+ | |||
+ | If the quote comes from **Avinode**, | ||
+ | |||
+ | **History of correspondence** will display below the current message. | ||
+ | ---------- | ||
+ | |||
+ | ===== New Quote ===== | ||
+ | [{{ : | ||
+ | It is possible to quote trips based on 2 different methods: | ||
+ | |||
+ | * **Price based** | ||
+ | * **Costs & margin** | ||
+ | |||
+ | The **default method** of quoting can be selected in the ' | ||
+ | |||
+ | There, you can also select the ' | ||
+ | |||
+ | < | ||
+ | ------------------------ | ||
+ | ==== Price Based ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | To **add a new quote** you need to perform the following steps: | ||
+ | |||
+ | **1.** Click on **NEW QUOTE** option in the ' | ||
+ | |||
+ | **2.** Fill in the information in the **'Add new quote request' | ||
+ | * **' | ||
+ | * option is always set to LT by default | ||
+ | * times in the Schedule section are not recalculated upon changing the timezone | ||
+ | * **' | ||
+ | * **' | ||
+ | * **' | ||
+ | * **Trip Type** - selecting the trip type for the booked trip. By default, it is set to the 'Based on configuration' | ||
+ | * **' | ||
+ | * **'Add positionings automatically:' | ||
+ | [{{ : | ||
+ | * **Flight rotation selection options**: | ||
+ | * **'One Way or Multi Leg' | ||
+ | * adding legs with PAX and using **+** to add multiple legs | ||
+ | * **' | ||
+ | * the itinerary table always contains 2 rows | ||
+ | * there is no possibility to remove or add any extra rows | ||
+ | * ADEP and ADES of the second leg are always filled in based on the airports in the first leg | ||
+ | * update of ADEP modifies ADES in the opposite flight, and vice-versa | ||
+ | * PAX numbers are synchronised in both legs | ||
+ | * once the request is added, any further modifications of the itinerary are excluded from the abovementioned mechanics | ||
+ | |||
+ | * **' | ||
+ | |||
+ | There is also an additional option in General Settings > Sales Module - if a checkbox **Require departure and arrival times to be set regardless of TBA setting** is marked, times will have to be added, despite TBA marked. | ||
+ | |||
+ | * **' | ||
+ | |||
+ | **3.** Press ' | ||
+ | |||
+ | **4.** Request editing section will open, where: | ||
+ | * if 'Add positionings automatically:' | ||
+ | * the schedule timeframes should be built based on the aircraft performance and the minimum ground time required (Positioning flights) | ||
+ | * the quote should be added and calculated based on the ' | ||
+ | [{{ : | ||
+ | |||
+ | It is possible to add a request **without selecting the aircraft**. | ||
+ | |||
+ | In this case, the editing window would suggest creating a quote (' | ||
+ | |||
+ | If we choose to create a quote, the standard edition window will appear with the schedule that we inserted initially but with no aircraft selected and no times calculated. | ||
+ | |||
+ | The request with no aircraft assigned will present on the list of requests as per below: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | ---------------- | ||
+ | ==== Costs and margin ==== | ||
+ | |||
+ | This quotation method allows quoting based on the cost and increasing the quoted amount by a specified margin. | ||
+ | |||
+ | In order to quote using the 'Costs & margin' | ||
+ | |||
+ | * Insert the costs in the ' | ||
+ | * Assign 'Costs & margin' | ||
+ | * Select the default margin per aircraft in the ' | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | Quoting based on this method is very similar to the 'Price based' method. | ||
+ | |||
+ | Within the quote breakdown, you will see the ' | ||
+ | [{{ : | ||
+ | The **Discount** and **Additional Fee** elements **do not apply to** 'Costs and margin' | ||
+ | |||
+ | Values in both ' | ||
+ | |||
+ | The major difference is that in the **summary** section, there are 5 elements: | ||
+ | |||
+ | * **Cost** - this is the sum of the total costs | ||
+ | * **Margin** - default margin used to calculate the price. Can be manually overwritten | ||
+ | * **Price without commission** - amount for the Client without third party commission. Calculated in a way that required margin is achieved: | ||
+ | * **Price = Cost /(100% - Margin%)** | ||
+ | * **Third Party Commission** - the amount of commission paid to the third party, e.g. a broker | ||
+ | * **Total price** - the price that is a sum of 'Price without commission' | ||
+ | * **Gross price** - not editable and appears only if **VAT value** is inserted. Hovering the mouse over the 'Gross price' amount will display VAT value in the tooltip | ||
+ | |||
+ | **Additionally**, | ||
+ | |||
+ | * **Flight time** and, | ||
+ | * **Block time** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | The **sales documents** will still present the total price from the ' | ||
+ | |||
+ | < | ||
+ | ------------ | ||
===== Managing the RFQ ===== | ===== Managing the RFQ ===== | ||
- | [{{ : | + | [{{ : |
The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way: | The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way: | ||
Line 49: | Line 252: | ||
==== Details of the Request ==== | ==== Details of the Request ==== | ||
- | Top-left part of the page shows details, such as: | + | The top-left part of the page shows details, such as: |
* **Marketplace** - Avinode, HelloJet, Victor or Leon. | * **Marketplace** - Avinode, HelloJet, Victor or Leon. | ||
- | * **Quote request ID** - ID of the quote generated by Marketplace. | + | * **Quote request ID** - ID of the quote generated by Marketplace. |
- | * **Requested by** - client' | + | * **Show changes history** - displays the history of changes within the quote |
+ | * **EDIT REQUEST** - option to edit the initially requested schedule and apply changes so that they reflect in the main Requests/ | ||
+ | * **Requested by** - client or company name. | ||
* **Representative** - client' | * **Representative** - client' | ||
* **Assignee** - a person who is designated to work the quote. | * **Assignee** - a person who is designated to work the quote. | ||
* **T/O & LDG emails** - client representative' | * **T/O & LDG emails** - client representative' | ||
+ | |||
+ | |||
+ | === Adding a new client/ | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is now possible to **add a new client** (a company or a person) straight from the **REQUESTS/ | ||
+ | |||
+ | When creating a new quote, click a **+** icon right next to the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Leon will show slightly different windows if a new client is a **company** and a different one if a new client is a **person** (see screenshot on the right). | ||
+ | |||
+ | Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the [[leon: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is also possible to **edit a Requester or Representative** by clicking on {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The changes applied in the 'Edit requester/ | ||
+ | |||
+ | ---- | ||
+ | === Operator bases === | ||
+ | [{{ : | ||
+ | |||
+ | It is possible to assign requests to bases. | ||
+ | |||
+ | This feature only applies to operators that have more than one base. For the operators with **one base only** this functionality will not apply. | ||
+ | |||
+ | Bases can be defined in [[leon: | ||
+ | [{{ : | ||
+ | Once the bases are added, it is possible to assign one to a user, Client or directly to the request. | ||
+ | |||
+ | Operator bases can be assigned as follow: | ||
+ | |||
+ | * **Client/ | ||
+ | * **User** - bu editing a user in Settings > Users section | ||
+ | |||
+ | If the base is **assigned to a Client**, the trip requested by this particular Client will automatically be assigned to the Client' | ||
+ | |||
+ | Once this request is edited by a **user with base assigned** then this request will get assigned to the user base automatically. | ||
+ | |||
+ | It is also possible to assign or change the original base, including the base initially assigned to a Client, **without having to assign a specific user**. | ||
+ | [{{ : | ||
+ | The ' | ||
+ | |||
+ | If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/ | ||
+ | |||
+ | < | ||
+ | -------- | ||
+ | ==== 'EDIT REQUEST' | ||
+ | |||
+ | It is possible to edit the originally requested schedule and reflect it in the main ' | ||
+ | |||
+ | **EDIT REQUEST** button is available by the quote number in the quote details section: | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | Clicking on the 'EDIT REQUEST' | ||
+ | |||
+ | In the 'Edit quote request' | ||
+ | |||
+ | The changes can include: | ||
+ | |||
+ | * schedule - routing as well as the number of PAX | ||
+ | * aircraft - change of aircraft or additional aircraft | ||
+ | * option to include positioning legs | ||
+ | [{{ : | ||
+ | **After the changes are performed and applied (' | ||
+ | |||
+ | * **IGNORE** - does not apply any changes | ||
+ | * **APPLY** - the update will be accepted and reflected in the updated itinerary | ||
+ | * **CREATE NEW** - new itinerary on the same aircraft will be created within the same request (the second tab with the updated itinerary) | ||
+ | * **SHOW CHANGES** - displays the history of changes of the request | ||
+ | |||
+ | The screenshot on the right presents the usage of the **REGENERATE** button. | ||
+ | |||
+ | If **the changes are applied** to the schedule, the quotation will recalculate automatically. | ||
+ | |||
+ | Additionally, | ||
+ | {{: | ||
+ | -------- | ||
+ | |||
+ | ==== Auto update of the booked trips ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is possible to set up an **auto-update** of the booked trips. Once a quote' | ||
+ | |||
+ | **AUTO-UPDATE** | ||
+ | |||
+ | To make it work, mark a checkbox **Auto-update booked trips in Requests/ | ||
+ | |||
+ | **MANUAL UPDATE** | ||
+ | |||
+ | If an auto-update is switched off and the booked quote' | ||
+ | |||
+ | Click it and select **Update trip using (aircraft reg number) quote** and Leon will update the trip's schedule in the OPS panel. | ||
+ | |||
+ | {{: | ||
+ | |||
---- | ---- | ||
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In this section, you can find available options for the quote status change. Changing statuses are correlated with actions, among which are: sending emails, documents, etc... | In this section, you can find available options for the quote status change. Changing statuses are correlated with actions, among which are: sending emails, documents, etc... | ||
+ | |||
+ | The statuses available in the request edit section can be **customized** in the [[leon: | ||
- NEW - highlighted when adding a new quote into Requests/ | - NEW - highlighted when adding a new quote into Requests/ | ||
- | - QUOTE - send a quote proposition details with Flight Quotation document - when dealing with Avinode quote, clicking SEND means accepting the quote. | + | - QUOTE - send a quote proposition details with Flight Quotation document - when dealing with Avinode quote, clicking SEND means accepting the quote. It is possible to send **the same message** for all quotes by marking a checkbox **Send same message to all quotes**. |
- | - OPTION - click to add the trip to OPS page with the status ' | + | - OPTION - click to add the trip to the OPS page with the status ' |
- | - CONTRACT - shows a new window for Charter Agreement document sending. | + | - CONTRACT - shows a new window for Charter Agreement document sending. |
- | - BOOK - click to add the trip to OPS page with the status ' | + | - BOOK - click to add the trip to the OPS page with the status ' |
- | - BRIEF - shows a window for Flight Brief document sending. | + | - BRIEF - shows a window for Flight Brief document sending. |
- INVOICE - an option to send an invoice to the client. | - INVOICE - an option to send an invoice to the client. | ||
- DONE - closing the transaction. | - DONE - closing the transaction. | ||
- | - REJECT - reject the client' | + | - REJECT - reject the client' |
- | [{{ : | + | - CANCEL - this status is very similar to the ' |
+ | [{{ : | ||
Independent from the status change actions you can always print sales document or send it via email using options: | Independent from the status change actions you can always print sales document or send it via email using options: | ||
{{: | {{: | ||
- | - DOCUMENT - Flight Quotation, Charter Agreement | + | - DOCUMENT - Flight Quotation, Charter Agreement, Flight Brief, and already created Invoices. |
- SEND EMAIL - for sending sales documents via email or sending custom emails. | - SEND EMAIL - for sending sales documents via email or sending custom emails. | ||
< | < | ||
- | ---- | + | [{{ : |
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | It is possible to set up a **due date and time** when creating a non-confirmed trip (an ' | ||
+ | |||
+ | The Option can be created in 2 ways: | ||
+ | |||
+ | * by selecting the ' | ||
+ | * by selecting the ' | ||
+ | |||
+ | Both ' | ||
+ | |||
+ | Once the email is sent and the date and time are selected, it gives the indication of by when the Client should reply. If there is no reply, both the request, as well as the booked option, are cancelled. | ||
+ | |||
+ | __**EXAMPLE**__ | ||
+ | |||
+ | The email is sent with the date as per the screenshot on the right. | ||
+ | |||
+ | If the response is not received by the date and time the following happens: | ||
+ | |||
+ | **1. Quote status changes from ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **2. The notion booked in OPS is also deleted** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | Additionally, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is possible to set up the **due date by default**. More information can be found in the [[leon: | ||
+ | |||
+ | ------- | ||
==== Itinerary details ==== | ==== Itinerary details ==== | ||
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It is possible to change the **Currency** and Leon will recalculate the price in the new currency. The new currency will also apply to the quote' | It is possible to change the **Currency** and Leon will recalculate the price in the new currency. The new currency will also apply to the quote' | ||
- | It is also possible to schedule | + | If there is a discontinuity |
- | {{ : | + | If there is no **aircraft performance data** inserted in the ' |
- | In the top-right corner of the itinerary | + | |
- | * Choose whether the quote should be for a commercial flight or not by using the switch | + | {{: |
- | * Delete the itinerary | + | |
+ | It is also possible to schedule a **Fuel Stop**. More information is in the subsection below. | ||
+ | |||
+ | [{{ : | ||
+ | [{{ : | ||
+ | In the top-right corner of the itinerary, there is a {{: | ||
+ | |||
+ | * **Commercial** - selection whether the quote should be for a commercial flight or not by using the switch | ||
+ | * **Show changes history** - access to the history of changes of the quote. More information in the section below | ||
+ | * **Delete** - option to delete the itinerary | ||
+ | * **Warnings** - selecting the types of warnings in the feasibility check window | ||
+ | * **Cautions** - selecting the types of cautions in the feasibility check window | ||
+ | * **Notices** - selecting the types of notices in the feasibility check window | ||
+ | |||
+ | With regards to filtering **Warnings, Cautions and Notices**, only the selected options will trigger the feasibility check icon. | ||
+ | |||
+ | Once the new filtering options have been selected you need to **refresh** the ' | ||
+ | |||
+ | Only the selected options will trigger the feasibility check icon. | ||
+ | |||
+ | Items that are not selected in the filter will not appear in the feasibility check information window. | ||
+ | |||
+ | Selected elements of the feasibility check filter will be remembered per user. | ||
+ | |||
+ | When sending documents to the client, Leon also shows red triangle (alerting feasibility check) next to the ' | ||
+ | |||
+ | {{: | ||
You can also **remove** the leg from the itinerary by clicking on {{: | You can also **remove** the leg from the itinerary by clicking on {{: | ||
Line 112: | Line 487: | ||
{{: | {{: | ||
- | Below trip details you can find **3** options to: | + | Below trip details you can find **4** options to: |
- {{: | - {{: | ||
- | - {{: | + | - {{: |
+ | - {{: | ||
+ | - {{: | ||
- | [{{ : | ||
- | If there are any issues with the quotation itinerary, Leon will display a warning icon in the last column of the itinerary - {{: | ||
- | If you click on this icon Leon will display **Feasibility check information** window which provides specific warning details as presented in the screenshot - all warnings, cautions and notices enabled in Leon, plus the information if on the day of the quote (departure day) no **minimum crew** (defined in the aircraft profile for cockpit & cabin) have been assigned with the **Duty on the aircraft** (registration or type - depending on Duties Setup configuration). Also, a caution **FTL close to limit for Cockpit/ | + | If you click on this icon Leon will display |
+ | |||
+ | === Modifying timeframes in schedule === | ||
+ | |||
+ | **1**. When changing **Block time** of the flight, Leon will **NOT** change **Flight time** and will also show a tooltip with a question, whether it should be the departure or arrival time that should be updated. **Block time cannot be shorter than the flight time.** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **2**. When changing **Flight time** of the flight, Leon will change **Block time** automatically and will keep initial Taxi times. Leon will ask whether to change ' | ||
+ | |||
+ | **3**. When changing **STA**, Leon will change the **STD** by the block time value. The same scenario applies to the change of the **STD**. Leon will **NOT** require validation. | ||
+ | |||
+ | **4**. When changing **ADEP/ | ||
--------- | --------- | ||
- | ===Fuel Stop=== | + | ==== Updating booked quote ==== |
+ | |||
+ | We have **improved** a functionality of __updating quote' | ||
+ | |||
+ | If the quote' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When selecting {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When selecting {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | **Changes will reflect in the main Requests/ | ||
+ | |||
+ | ------------------------------ | ||
+ | ==== Rejecting the quote ==== | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | |||
+ | Request can be **rejected** in three ways: | ||
+ | |||
+ | * from the pop-up menu in the main ' | ||
+ | * from the edit quote window using the ' | ||
+ | * from Avinode, if the request comes from Avinode. It can be rejected either by the buyer or the seller directly in Avinode | ||
+ | |||
+ | When rejecting the request, the pop-up window will appear. Depending on whether the request has a quote or it hasn' | ||
+ | |||
+ | It is also possible to select the party that is rejecting the request (**Canceled by**) as well as the reason for the rejection (**Reason**) | ||
+ | |||
+ | The following **rejection options** are available: | ||
+ | |||
+ | 1. Canceled by **Seller** reasons: | ||
+ | * No availability | ||
+ | * Inoperable Airport | ||
+ | * Aircraft performance | ||
+ | * Out of the Company Range | ||
+ | * Other | ||
+ | |||
+ | 2. Canceled by **Buyer** reasons: | ||
+ | * Buyer reasons | ||
+ | * Force majeure | ||
+ | * Other | ||
+ | |||
+ | Quote **rejected in Leon** will appear in Avinode as **Declined**. | ||
+ | |||
+ | Quote **rejected in Avinode** will appear in Leon as **Rejected** with the relevant ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | --------- | ||
+ | ====Fuel Stop==== | ||
It is possible to add a **Fuel stop** to a flight in the itinerary section by clicking on a 'Fuel stop' icon. | It is possible to add a **Fuel stop** to a flight in the itinerary section by clicking on a 'Fuel stop' icon. | ||
Line 134: | Line 578: | ||
* {{: | * {{: | ||
- | [{{ :leon:sales:FuelStopMap.png? | + | [{{ :leon:report-wizard:FSM2.png? |
To **add a Fuel stop** you have to: | To **add a Fuel stop** you have to: | ||
- Click on a 'Fuel stop' icon | - Click on a 'Fuel stop' icon | ||
- | - In the ' | + | - In the ' |
- | - Select one of the airports from the list and click ' | + | - Select one of the airports from the list and click the ' |
- | - The 'Fuel stop' leg is added to the itinerary. The feasibility check can be performed by clicking on {{: | + | - The 'Fuel stop' leg is added to the itinerary. The fuel stop airport is indicated by frame. The feasibility check can be performed by clicking on {{: |
- | {{: | + | {{: |
------ | ------ | ||
+ | ==== Handling Requests per Client ==== | ||
+ | |||
+ | It is possible to assign a **default handling agent to a Client** in Leon. | ||
+ | |||
+ | [{{ : | ||
+ | **In order to assign a Handling Agent to a Client,** you need to: | ||
+ | |||
+ | * Edit the Client in the Sales module. An agent can also be assigned while adding a new Client in the Sales module | ||
+ | * Select the Agent(s) in the **' | ||
+ | * Airport ICAO/ | ||
+ | * Handler Name | ||
+ | * Combination of ' | ||
+ | * Once the Handler is assigned, it will appear as a tag below the ' | ||
+ | * Save changes | ||
+ | |||
+ | **Only one Handler per airport can be assigned to a Client. Assigning second Handling Agent will replace already assigned Handler.** | ||
+ | |||
+ | It is possible to assign multiple Handling Agents at different Airports to one Client. | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | Once the Handler is assigned, it will auto-populate in the OPS checklist when the trip is booked. | ||
+ | |||
+ | Handler assigned to the Client has **higher priority** than the Handling Agent selected as **preferred in the Airport Directory**. This means that the Handler assigned to the Client will overwrite the preferred Handler from ' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | If the Handler is changed in the OPS Checklist, updating the trip from the Sales panel will affect the Handler selection. | ||
+ | |||
+ | If the trip is added in the OPS section and the Client is assigned in the TRIP tab, the Client' | ||
+ | |||
+ | < | ||
+ | ----- | ||
==== Invoice ==== | ==== Invoice ==== | ||
- | [{{ : | + | [{{ : |
- | [{{ : | + | [{{ : |
Before using this option you need to set up in [[leon: | Before using this option you need to set up in [[leon: | ||
Line 160: | Line 637: | ||
{{: | {{: | ||
- | Once it' | + | The recipient address for invoice documents is automatically selected in the following order: |
+ | - Default recipient e-mail address set in General Settings / Sales | ||
+ | - Representative' | ||
+ | - Requester' | ||
+ | - Representative' | ||
+ | - Requester' | ||
- | Click **DOWNLOAD** icon to preview | + | Once it's all set up, edit the Quote that has already been **BOOKED**, click the button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice |
- | If the quote is created for more than one aircraft, Invoice pop-up will allow to switch between tails and define Invoice items accordingly. | + | **Three fields with dates** are available in the document: |
+ | |||
+ | * **Invoice Date** - date of invoicing | ||
+ | * **Issue Date** - date of issuing the Invoice | ||
+ | * **Due Date** - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the ' | ||
+ | |||
+ | |||
+ | Click the **DOWNLOAD** icon to preview the template before sending it out. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is very useful when after sending the invoice to the Client, the amount of the quotation changes, be it due to a change in the number of items or the calculated price of the items. | ||
+ | |||
+ | In such a scenario, it is sufficient to go to the ' | ||
+ | |||
+ | < | ||
+ | |||
+ | If the quote is created for more than one aircraft, | ||
{{: | {{: | ||
Line 172: | Line 671: | ||
**TAX** | **TAX** | ||
- | When generating an invoice for the quote where **tax** (UK, German or Italian) was included into overall invoice amount, Leon will show the 'Flight fee' **excluded** tax and when adding VAT, it will apply to the flight fee only. | + | It is possible to set up a **default VAT rate per Country** in the **'Sales Module' |
- | {{:leon: | + | **Apart from the above mentioned**, |
- | ---- | + | {{: |
- | ==== Quote pricing ==== | + | This rate will automatically apply to the default items in the Invoice section, **including PAX taxes (UK, German, Swedish or Italian) and will increase the total amount by this rate.** |
- | [{{ : | ||
- | There are **2** ways of creating price valuation: manual entering price for an entire quote and using a detailed price list for an aircraft and airports. | + | {{:leon: |
- | You can manually enter the **Price** in the field next to **Aircraft**. This field is only editable when the detailed price list is not added. | ||
- | Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, detailed price list shows automatically and an original | + | It is possible to **exclude the VAT rate** from the calculations in the Invoice by simply deleting |
- | Once you have added Request & Itinerary details and selected the aircraft, click {{: | ||
- | In this section you can manage the price list: | + | {{:leon: |
- | - Add new item | ||
- | - Change the item's name | ||
- | - Change items quantity and their price. | ||
- | - Delete item. | ||
- | - Switch price lists to another aircraft price list (by using a button Recalculate). | ||
- | Each item is **editable**, which means you can change its name (for edited flight only - default name remains | + | **The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in ' |
- | When you click on the arrow next to the price, Leon will show both airports. The default fee will show for ADEP only but you can still add fees to ADES manually. Another option is adding **new fee** available | + | Once the invoice has been paid, you can edit the quote again and in the Invoice tab mark a checkbox |
- | {{: | + | It is possible to **close** the Invoice (checkbox ' |
+ | It is also possible to exclude TAX from showing on the Invoice by unmarking a checkbox **Include taxes in trip price on invoices** in a section General Settings > Sales Module. | ||
+ | -------------- | ||
+ | === ' | ||
- | {{: | + | It is now possible to set up a **default 'Due date' |
- | If it comes to Aircraft Fees displayed below Airport Fees, you can also change their names and overwrite values. | + | The setting consists of **2 fields**: |
- | {{: | + | {{: |
- | Use the button {{:leon: | + | - Input with the number of days |
+ | - Dropdown with the following options: | ||
+ | * **after issue date** - number of days after the invoice issue date | ||
+ | * **after invoice date** - number of days after the invoice date | ||
+ | * **before flight** - number of days before the first flight within the request | ||
- | Once you reviewed the RFQ you can: | + | As you can see in the example below, the Invoice due date was set to 7 days after the invoice date: |
- | - {{: | + | {{: |
- | - {{:leon:sales:save and back.png? | + | |
- | | + | |
- | - {{: | + | |
- | [{{ : | + | |
- | If you have created a quote for **2 different aircraft**, or downloaded a quote like that from Avinode, after clicking QUOTE Leon shows a pop-up window with 2 quotes - mark a checkbox which quotes you choose to be sent. | + | |
- | It is also possible | + | < |
- | Leon will then generate the documents that include these 2 quotations based on the Sales Documents templates. | + | -------------- |
- | {{: | + | === Tagging Invoice === |
+ | [{{ : | ||
- | By clicking | + | It is possible to **tag an Invoice**. |
- | Similarly works sending **CONTRACT** or a **BRIEF** - Leon shows a pop-up window where you can send an email with the Charter Agreement, or you can click **SKIP SENDING EMAIL** - that will change quote's status to 'Contract sent'. | + | The option is available on the 'Invoice'/' |
- | If you tick the {{: | + | In order to **add a new tag** you need to: |
+ | |||
+ | - Insert | ||
+ | - Click on the colour square and select the colour using the available palette | ||
+ | - Sending / Saving without sending the Invoice will save the tag | ||
+ | |||
+ | Once the tag is saved, it will be available in the dropdown list in the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Tags added to the Invoice are available | ||
+ | |||
+ | ---------------- | ||
+ | ==== Recharge Invoice & Credit Note ==== | ||
+ | |||
+ | We have added **2** new documents, which can be sent to a client from the **Invoice** section: | ||
+ | |||
+ | * **Recharge Invoice** - sent if there was an extra cost for a service not included in an initial trip cost, i.e. deicing or limo. | ||
+ | * **Credit Note** - sent to a client, if some part of the agreed cost should be returned to the client, due to i.e. cancellation of the flight by a client or if the cost of the trip turned out to be lower than the agreed cost and the difference must be returned to a client. | ||
---- | ---- | ||
- | ===== Taxes ===== | + | First step to issue these documents is adding it in [[leon: |
- | ====Italian Luxury Tax==== | + | {{: |
+ | [{{ : | ||
+ | The second step is adding these documents in the ' | ||
- | This is an additional item available only in the Requests/ | + | {{: |
- | 'Italian Luxury Tax' | + | It is possible to add more than one 'Recharge Invoice' |
- | The values are as per below: | ||
- | * €10 per PAX for the flights shorter than 100km | ||
- | * €100 per PAX for the flights between 100km and 1500km | ||
- | * €200 per PAX for the flights longer than 1500km | ||
- | [{{ : | + | ---- |
- | __**Example**__ | + | |
- | Trip consists of 3 flights to and from Italy. | + | ==== Owner approval ==== |
- | Each flight has 3PAX added. | + | **Owner approval** is the functionality that allows sending gain the consent from the Aircraft owner to perform the trip on the aircraft at a given time. |
- | The distance between | + | In order to activate |
- | In such case the **calculation is as follow**: | + | * go to ' |
+ | | ||
- | **(6PAX x €200) + (3PAX x €100) = €1500** | + | [{{ : |
+ | Once the option is activated, the **APPROVAL** button will appear amongst the status buttons. | ||
+ | |||
+ | {{: | ||
+ | Once the button is available, clicking on it will allow sending an email to the Owner along with the document. | ||
- | ==== UK Air Passenger Duty Tax ==== | + | Both, 'Owner approval' |
- | **UK Air Passenger Duty Tax** (UK APD) applies to trips departing | + | **' |
- | * **Destination bands** | + | ------- |
- | * **Rate types** | + | ==== Flight Brief ==== |
- | * **Number of PAX** | + | [{{ : |
- | All the rates and allowances | + | ' |
- | **The calculations are performed for the whole trip.** | + | When sending the Flight Brief document it is possible to **select |
- | __**1. Destination bands**__ | + | This is quite useful when the trip consists of numerous flights spread across a number of days and separated by longer periods. |
- | The rates vary depending on whether | + | It allows sending |
- | **The trips starting | + | As presented |
- | There are 2 destination bands: | + | **Ferry flights** |
- | * **Band ‘A’** where the distance from London/ | + | ----------- |
- | * **Band ‘B’** where the distance from London/ | + | ==== Quote pricing ==== |
- | Additionally, | + | [{{ : |
- | The countries falling into each ' | + | There are **2** ways of creating price valuation: manual entering price for an entire quote and using a detailed price list for an aircraft and airports. |
- | [{{ : | + | You can manually enter the **Price** |
- | __**2. Rate types**__ | + | |
- | There are **3 rates** of duty for each destination band depending on the class of travel: | + | Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, a detailed price list shows automatically and an original |
- | | + | Once you have added Request & Itinerary details and selected the aircraft, select one of the options in the **Pricing** section in order to change the default Aircraft Fees & Airport Fees (previously defined in the section [[leon: |
- | * **Standard rate** | + | |
- | * **Higher rate** | + | |
- | The rate type can be assigned to the aircraft in the Settings > Fleet > Sales tab of the aircraft edit. | + | {{: |
+ | In this section you can manage the price list: | ||
- | __**3. Number of PAX**__ | + | - Add a new item |
+ | - Change the item's name | ||
+ | - Change items quantity and their price. | ||
+ | - Delete item. | ||
+ | - Switch price lists to another aircraft price list (by using a button Recalculate). | ||
- | Duty is charged on each passenger at the rate for the place where their journey ends (their final destination). | + | Each item is **editable**, |
- | There are **2 stages** od UKAPD tax calculations. | + | When you click on the arrow next to the price, Leon will show both airports. The default fee will show for ADEP only but you can still add fees to ADES manually. Another option is adding a **new fee** available in the drop-down box below the items. When changing fees manually, Leon shows **Total price** simultaneously changed at the same time. Hover the mouse over the Total price amount to see **the price per hour of the flight**. |
- | The **first stage** is based on a simplified calculation and only takes into consideration the number of PAX leaving UK and the airport of destination. Based on this data the simplified tax amount is calculated. | + | {{: |
- | Once the **PAX names** are added, Leon moves on to the **second stage** of UKAPD tax calculation. Based on the PAX names on each flight, Leon compares the names and calculates the tax based on the actual PAX and their final destination. | ||
- | The **recalculation is required**. In order to perform the recalculation, | ||
- | * Add PAX names to required flights and delete the quote | + | {{: |
- | * Press 'SAVE & BACK' button | + | |
- | * Edit the request again | + | |
- | * Add new quote calculation | + | |
- | * Save the request with the new quote | + | |
- | If the journey is made of one flight the final destination is where that flight ends. If the journey includes more than one flight, and the flights are connected, the final destination is where the last flight ends and is not followed by a connected flight. | + | If it comes to Aircraft Fees displayed below Airport Fees, you can also change their names and overwrite values. |
- | < | + | {{: |
- | [{{ :leon: | + | There are **2 buttons** available to manage the quote: |
- | < | + | * **RECALCULATE** - explained below |
- | <span style="color:navy; | + | * **CHANGE PRICING** - should be used when you'd like to recalculate on a different ' |
- | </ | + | |
+ | === ' | ||
+ | |||
+ | The **RECALCULATE** button now has 2 options available: | ||
+ | |||
+ | * **Itinerary** | ||
+ | * **Airport fees** | ||
< | < | ||
- | <span style=" | + | <span style=" |
</ | </ | ||
- | Please see screenshot on the right. | + | **Itinerary** option is used when the aircraft schedule is changed. |
- | The trip consists of 3 flights starts in EGGW and finishes in KJFK. | + | The way it works has not changed. Clicking on the ' |
- | The aircraft is of higher rate type. | + | It will also **update the Airport Fees** if they were changed in the ' |
- | In the simplified version of the calculations, | + | This option **will not affect** manually inserted prices. |
- | **The calculation is as follow:** | + | __**Example**__ |
+ | [{{ : | ||
- | **3 x GBP78 = GBP234** | + | Following changes applied in the ' |
- | Explanation: | + | * ' |
+ | * ' | ||
- | * rates for the UK based airport of departure | + | Additionally, |
- | * airport of arrival for 3PAX is in Band A (Russian Federation) | + | |
+ | As you can see in the screenshot on the right, Leon recalculates based on the new itinerary but also includes the updated aircraft fees. | ||
- | [{{ : | ||
< | < | ||
- | <span style=" | + | <span style=" |
</ | </ | ||
- | Please see screenshot on the right. | + | **Airport fee** option applies only to airport fees recalculation. |
- | The trip consists of 3 flights starts | + | It should be used whenever there are changes to the ' |
- | The trip starts with 3PAX and finishes with 2PAX on the last flight. 1PAX finishes at EPWA. | + | It does not add or remove any elements from the quote unless there is a change in the itinerary (see above). |
- | The aircraft is of higher rate type. | + | Manually added items of the quote should remain within the quote after the recalculation. |
- | In such case the **calculation is as follow:** | + | __**Example**__ |
+ | [{{ : | ||
+ | Following changes applied in the ' | ||
- | **2 x GBP515 + 1 x GBP78 = GBP1108** | + | |
+ | | ||
- | Explanation: | + | Additionally, |
- | * rates for the UK based airport | + | As you can see in the screenshot on the right, only the value of the ' |
- | | + | |
- | * airport | + | ------- |
- | * 2PAX arrived at the destination in Band B and 1PAX at destination in Band A | + | Once you reviewed the RFQ you can: |
+ | |||
+ | | ||
+ | - {{: | ||
+ | - {{: | ||
+ | - {{: | ||
+ | [{{ : | ||
+ | If you have created a quote for **2 different aircraft**, or downloaded a quote like that from Avinode, after clicking QUOTE Leon shows a pop-up window with 2 quotes - mark a checkbox which quotes you choose to be sent. | ||
+ | |||
+ | It is also possible to send the email with the details for more than one quotation by ticking more than one checkbox. | ||
+ | |||
+ | Leon will then generate the documents that include these 2 quotations based on the Sales Documents templates. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | By clicking **SKIP SENDING QUOTE** you decide not to send an email, but still the status of the quote changes to ' | ||
+ | |||
+ | Similarly works sending **CONTRACT** or a **BRIEF** | ||
+ | |||
+ | If you tick the {{: | ||
+ | ------ | ||
+ | ==== Changing the price in ' | ||
+ | |||
+ | It is possible to amend the price in the ' | ||
+ | |||
+ | There are **two possible scenarios** when the final price is updated: | ||
+ | |||
+ | * **Price increased** - the value of the 'Extra Fee' element of the price list is added and recalculated automatically. If the original quote included both 'Extra Fee' and ' | ||
+ | * **Price reduced** - the value of the ' | ||
+ | |||
+ | If the price increase/ | ||
- | [{{ : | ||
< | < | ||
- | <span style=" | + | <span style=" |
</ | </ | ||
+ | Below, there are examples presented for each of the scenarios. | ||
< | < | ||
- | <span style=" | + | <span style=" |
+ | </ | ||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
</ | </ | ||
- | Please see screenshot on the right. | + | In the screenshot on the right-hand side, the price is increased from €8600 to €9000. |
- | The trip consists | + | The 'Extra Fee' element |
- | The aircraft is of higher rate type. | + | [{{ : |
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
- | In the simplified version of the calculations, we only consider | + | In the screenshot on the right-hand side, the price is increased from €8600 to €9100. |
- | **The calculation is as follow:** | + | Because the increase is higher (€600) than the value of the ' |
- | **2 x GBP78 = GBP156** | ||
- | Explanation: | ||
- | * rates for Northern Ireland based airport of departure | + | < |
- | * airport of arrival for 2PAX is in Band A (Russian Federation) and higher class aircraft | + | <span style=" |
+ | </ | ||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
- | [{{ : | + | In the screenshot on the right-hand side, the price is reduced from €8600 to €8300. |
+ | |||
+ | The ' | ||
+ | |||
+ | [{{ : | ||
< | < | ||
- | <span style=" | + | <span style=" |
</ | </ | ||
- | Please see screenshot on the right. | + | In the screenshot on the right-hand side, the price is reduced from €9100 to €8500. |
- | The trip consists | + | Because the reduction is higher (€600) than the value of the 'Extra Fee' (€500), the 'Extra Fee' element of the original price list is **replaced** by a single ' |
- | The trip starts with 2PAX and finishes with 3PAX on the last 2 flights. | + | -------------------- |
- | The aircraft is of higher rate type. | + | ==== The Margin ==== |
- | In such case the **calculation is as follow:** | ||
- | **2 x GBP515 = GBP1030** | + | It is important to see the **Margin** between trip-related revenues and the cost - this way the operator knows whether to increase fees or cut the cost. |
- | Explanation: | + | When creating an aircraft pricing in Leon, it is now possible to define the **Cost** for each fee of the aircraft. |
- | | + | In a section Sales > Fees, when creating aircraft fees (or editing existing fees), Leon shows a separate column |
- | | + | |
- | * 3PAX arrived at the destination: | + | |
+ | [{{ : | ||
+ | {{: | ||
- | ==== German Aviation Tax ==== | + | Once the cost values have been added, on the quote' |
- | German Aviation Tax is a departure tax on commercial air transport. | + | If the cost is **lower** than the price, Leon will show the margin value in green. If the cost is **higher** than the price, Leon will show it in red. Hover the mouse over the margin' |
- | It is levied on the carriage, from an aerodrome situated in Germany, of passengers on board fixed-wing and rotary-wing aircraft. | + | {{: |
- | **The amount** due per passenger depends on the distance of the biggest commercial airport in the country of destination from Germany' | ||
- | __**Destination bands**__ | ||
- | **The destination airports** are divided into 3 bands: | ||
- | * **Group A** - listed in [[https:// | ||
- | * **Group B** - listed in [[https:// | ||
- | * **Group C** - countries listed in neither Annex 1 nor Annex 2. These charged at **€41.49** per PAX | ||
- | Similarly to UK APD TAX, there are **2 stages** od GAT calculations. | ||
- | The **first stage** is based on a simplified calculation and only takes into consideration the number of PAX leaving Germany and the airport of destination. Based on this data the simplified tax amount is calculated. | ||
- | Once the **PAX names** are added, Leon moves on to the **second stage** of GAT calculation. Based on the PAX names on each flight, Leon compares the names and calculates the tax based on the actual PAX and their final destination. | ||
- | The **recalculation is required**. In order to perform the recalculation, | ||
- | * Add PAX names to required flights and delete the quote | ||
- | * Press 'SAVE & BACK' button | ||
- | * Edit the request again | ||
- | * Add new quote calculation | ||
- | * Save the request with the new quote | ||
- | < | + | ------ |
- | **More information** about the ' | ||
- | [{{ : | + | ==== CO2 Emission ==== |
- | **Example 1** | + | |
- | Please see screenshot on the right. | + | More and more clients travelling by aeroplanes want to know how much **CO2** will be emitted during |
- | The trip consists of 3 flights starts in EDDB and finishes in DNMM. | + | In order to have CO2 on sales documents, follow the below steps. |
- | The trip starts with 3PAX and finishes with 2PAX on the last flight. 1PAX finishes at UUWW. | + | - In the tab OPS of an aircraft profile (section Settings > Fleet) select **Fuel type** (JETA1 or AVGAS). |
+ | - In the tab PERFORMANCE add **Average fuel consumption**. | ||
+ | - In a section **Documents Manager** edit one of the sales documents | ||
- | In such case the **calculation is as follow:** | + | {{:leon: |
- | **2 x €41.49 + 1 x €7.38 = €90.36** | + | <box>**To calculate |
- | Explanation: | ||
- | * 2PAX calculated at 'Group C' band (€41.49) because Thailand (VTBS) is the furthest destination from EDDF | + | ---- |
- | * 1PAX calculated at 'Group A' band (€7.38) because this PAX left the trip in Russian Federation (UUWW) | + | ==== Request changes history ==== |
+ | It is now possible to access **Changes History** of the Quote in the quote' | ||
- | [{{ : | + | {{: |
- | **Example 2** | + | [{{ : |
+ | Clicking on the **'Show changes history' | ||
- | Please see screenshot on the right. | + | * aircraft changes |
+ | * quotation status changes | ||
+ | * price changes | ||
+ | * trip schedule changes | ||
- | The trip consists | + | In the changes history window, Leon shows a chronological list of all changes (the latest on top). The ** colours indication** shows added data in green, changed data in yellow |
- | The trip starts with 0PAX and finishes with 2PAX on the last flight. | + | When you click on the changed detail, Leon highlights previous entrances of the same detail. |
- | In such case the **TAX calculated** will amount to **€0**, because there are no PAX departing from the German airport. | + | === Changes requested via App === |
- | --------- | + | [{{ : |
+ | Changes can also be requested in the Owner App. | ||
+ | |||
+ | If a change is requested and forwarded to Sales Panel, the yellow strip will appear in the request edit section with the following options: | ||
+ | |||
+ | | ||
+ | * **APPLY** - the update | ||
+ | | ||
+ | * **SHOW CHANGES' | ||
+ | |||
+ | Additionally, next to the 'Quote request ID' the history icon will appear: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ------ | ||
===== Additional options ===== | ===== Additional options ===== | ||
- | The right side of the page shows additional panels, which will allow seeing the quote in the Calendar, view the route on the Map, view & manage | + | The right side of the page shows additional panels, which will allow seeing the quote in the Calendar, view the route on the Map, view & managing |
==== CALENDAR ==== | ==== CALENDAR ==== | ||
- | [{{ : | + | [{{ : |
- | The quote itinerary/ | + | The quote itinerary/ |
- | {{: | + | {{: |
The current day is always displayed in light-blue and the thin, green line shows actual **UTC** time. | The current day is always displayed in light-blue and the thin, green line shows actual **UTC** time. | ||
Line 516: | Line 1083: | ||
**Switching the aircraft registration in the ' | **Switching the aircraft registration in the ' | ||
+ | |||
---- | ---- | ||
+ | ==== SUMMARY ==== | ||
+ | |||
+ | |||
+ | The **' | ||
+ | |||
+ | The list is displayed in the same order as the order of the quotes. | ||
+ | |||
+ | The highlighted line corresponds to the quote that is currently previewed in the request edit section. | ||
+ | |||
+ | The tab contains the following columns: | ||
+ | [{{ : | ||
+ | * **No** - order number corresponding to the quote number | ||
+ | * **Aircraft** - Aircraft type and registration assigned to a specific quote | ||
+ | * **Seller** - Name of the airline selling the trip. It could be either the name of the subcharter company or 'Own fleet' label, in case of quoting on own aircraft | ||
+ | * **Operator status** - reply status received from Avinode (< | ||
+ | * **Offered** - displays the information whether the specific quote was included in an email sent to the Client using the ' | ||
+ | * **Operator price** - applies to ' | ||
+ | * **Margin** - this is either the subcharter operator margin or the margin indicated in the quote performed using the 'Cost & Margin' | ||
+ | * **Price** - total quoted price | ||
+ | |||
+ | === POSSIBILITY TO SORT QUOTES IN 3 DIFFERENT WAYS === | ||
+ | |||
+ | [{{ : | ||
+ | It will be possible to sort the quotes in 6 different ways, using the field available in the Summary tab. | ||
+ | |||
+ | - **Booked, offered, price** - this is the default way of sorting, in which the quotes will be sorted in the following way: | ||
+ | - Booked | ||
+ | - Offered, ordered by the ascending price | ||
+ | - The rest, ordered by the ascending price | ||
+ | - **Booked, offered, operator price** - the sorting method works similarly to the ' | ||
+ | - **Price ascending** - the quotes will be ordered by the price, ascending | ||
+ | - **Operator price ascending** - the sorting method works similarly to the 'Price ascending' | ||
+ | - **Operator status, price** - in this case, the order is following (in each group sorting by ascending price): | ||
+ | - Own fleet | ||
+ | - Accepted | ||
+ | - Unanswered | ||
+ | - Rejected | ||
+ | - **Operator status, operator price** - the sorting method works similarly to the ' | ||
+ | -------------- | ||
==== MAP ==== | ==== MAP ==== | ||
The **Map** shows the **route** of the trip. You can navigate with the map by clicking **+** or **-** in the top-left corner. | The **Map** shows the **route** of the trip. You can navigate with the map by clicking **+** or **-** in the top-left corner. | ||
- | Selected | + | The selected |
{{: | {{: | ||
Line 530: | Line 1137: | ||
==== CHECKLIST ==== | ==== CHECKLIST ==== | ||
- | [{{ : | + | [{{ : |
- | **Sales checklist** on the trips/ | + | **Sales checklist** on the trips/ |
- | It is not possible to service the Sales Checklist from the OPS view if the trip/ | + | **Sales checklist** becomes available when the request is created, whether it is a regular fleet or subcharter. |
- | It is also not possible to service OPS checklist | + | It is possible to add extra items to the checklist |
- | Elements of the Sales Checklist can be set by default in the [[leon: | + | It is possible to service the Sales Checklist from the OPS view if the trip/ |
+ | |||
+ | **OPS Checklist** appears only once the trip is booked. | ||
+ | |||
+ | It is also not possible to service the OPS checklist in the Requests/ | ||
+ | |||
+ | Elements of the Sales Checklist can be set by default in the [[leon: | ||
----------- | ----------- | ||
Line 545: | Line 1158: | ||
==== PAX ==== | ==== PAX ==== | ||
- | [{{ : | + | [{{ : |
In this tab, you can add passengers on a flight. | In this tab, you can add passengers on a flight. | ||
Line 554: | Line 1166: | ||
{{: | {{: | ||
+ | |||
+ | The PAX selection dropdown is divided into two sections: | ||
+ | |||
+ | * **CUSTOMER CONTACTS** - these are the passengers who belong to the company/ | ||
+ | * **OTHER** - other passengers available in the phonebook | ||
In this section, it is also possible to add new passengers to the Phonebook or edit existing passengers that are already in the database. The process is exactly the same as described [[leon: | In this section, it is also possible to add new passengers to the Phonebook or edit existing passengers that are already in the database. The process is exactly the same as described [[leon: | ||
Line 562: | Line 1179: | ||
__This feature is for PAX selected from Leon database and not available when adding PAX from text__. | __This feature is for PAX selected from Leon database and not available when adding PAX from text__. | ||
- | < | + | [{{ : |
+ | It is possible to change the order of passengers by drag& | ||
+ | |||
+ | Simply click on the name line you'd like to move, hold the left button of the mouse and move it up/down the PAX list. | ||
+ | |||
+ | The change of order on the PAX list will be reflected in the documents as well as the handling request. | ||
+ | |||
+ | < | ||
+ | |||
+ | ==== Assigning PAX to the flight by scanning Passport or a National ID ==== | ||
+ | |||
+ | A new possibility of assigning PAX to the flight, by **scanning the passport/ | ||
+ | |||
+ | In the quote' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once the scan has been uploaded, Leon will show a new window with the scan attached. In this new window, it is also possible to **select the flights, to which the person should be assigned** (' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Almost all the details are inserted automatically apart from the Place of Birth. Gender is recognized subject to the availability in the document. | ||
+ | |||
+ | To add passenger' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If the quote' | ||
---------------------- | ---------------------- | ||
+ | ==== Picking PAX from the contact list ==== | ||
+ | |||
+ | It is now possible to select the PAX on the flights using the **PICK FROM THE CONTACT LIST** option. | ||
+ | |||
+ | This option allows to quickly select and add the PAX to multiple legs. | ||
+ | |||
+ | Click on the **PICK FROM THE CONTACT LIST** option to open the **Select PAX** pop-up window. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | === ' | ||
+ | |||
+ | The **Select PAX** window is divided into the following sections: | ||
+ | [{{ : | ||
+ | - **Legs** - allows selecting the flights upon which the action will be taken. Only flights with PAX are listed. Ferry and 0 PAX flights are omitted | ||
+ | - **Search passenger** - option to search for PAX. If the ' | ||
+ | - **Requester** - automatically selected from the quote | ||
+ | - **Available passengers** - list of PAX assigned to the Requester Company and containing the basic details (Name, DoB, Companies one is assigned to). If the requester company is not selected the list is empty. In this case ' | ||
+ | - **Selected passengers** - PAX selected in the ' | ||
+ | - **Action buttons**: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * if there are more PAX names selected than the PAX number, the number of PAX will increase accordingly, | ||
+ | * adding further PAX to the list will not overwrite already added PAX, i.e. adding 2 new PAX to 2 already assigned PAX will increase the PAX number to 4 | ||
+ | * {{: | ||
+ | |||
+ | ------------- | ||
+ | |||
+ | ==== OPS & CREW ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | This section is to serve two purposes: | ||
+ | |||
+ | * to provide the information about the progress of the dispatch of the flight by the operator of the Subcharter | ||
+ | * to give the Sales team a quick overview of the progress of the basic dispatch elements of the booked trip performed by OPS | ||
+ | |||
+ | The tab can be **activated** by switchin the privilege **' | ||
+ | |||
+ | Each flight within the **OPS & CREW** tab contains the following sections and details: | ||
+ | |||
+ | - **Handling** | ||
+ | - **Crew** | ||
+ | - **Overflight permits** | ||
+ | - **Slots** | ||
+ | |||
+ | Flight times are presented in **LT**. | ||
+ | |||
+ | The details in this section are **not editable**. | ||
+ | |||
+ | This tab is mainly designed with the **subcharter** flights in mind. | ||
+ | |||
+ | === SHARING === | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | **SHARING** tab allows selecting the data that are to be shared with a requester of subcharter in the ' | ||
+ | |||
+ | It is possible to **select the trip data directly in the ' | ||
+ | |||
+ | Currently, the following data can be selected: | ||
+ | |||
+ | * **Handling** | ||
+ | * **Crew** | ||
+ | * **Overflight Permits** | ||
+ | * **Slots** | ||
+ | [{{ : | ||
+ | Apart from the trip data, it is also possible to apply the settings to the future subcharter requester quote by selecting the relevant checkbox. | ||
+ | |||
+ | Once the sharing details are saved, the **Trip data sharing status** will change from 'NOT SHARED' | ||
+ | |||
+ | These settings can be applied **directly in the 'New Phonebook' | ||
+ | |||
+ | The details are selected per Client and will apply to all the trips requested by the Client. | ||
+ | |||
+ | Once the details are selected and saved, the 'Trip data sharing status' | ||
+ | |||
+ | __**EXAMPLE**__ | ||
+ | |||
+ | To visualise the purpose of this function we can assume two operators: | ||
+ | |||
+ | * **Operator A** - requester of the subcharter | ||
+ | * **Operator B** - provider of the subcharter | ||
+ | |||
+ | **It is important to mention that in order for the ' | ||
+ | |||
+ | * both operators have to use the ' | ||
+ | * the trip has to be booked by the provider of the subcharter (' | ||
+ | |||
+ | |||
+ | If ' | ||
+ | |||
+ | Once the data to share is selected on a booked trip by the ' | ||
+ | |||
+ | === SHARING TRIP USING LINK === | ||
+ | [{{ : | ||
+ | It is also possible to **share the trip details via email using link**. | ||
+ | |||
+ | This option is also available in the 'OPS & CREW' tab upon clicking on the **SHARE THE TRIP** button. | ||
+ | |||
+ | Clicking on this button will open a pop-up 'Share the trip' email window in which the following sharing options are available: | ||
+ | |||
+ | * **Handling** | ||
+ | * **Crew** | ||
+ | * **Overflight permits** | ||
+ | * **Slots** | ||
+ | * **Ferry legs** | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | |||
+ | -------- | ||
==== NOTES ==== | ==== NOTES ==== | ||
- | [{{ : | + | [{{ : |
- | In this section, you can add OPS and Sales notes. | + | In this section, you can add notes for trips on the regular aircraft as well as the subcharter. |
- | Once the notes are added, click **SAVE** button in order to save the changes. | + | Notes added in this section can be then embedded in Sales documents as all of them have the items available in the Available data. |
+ | |||
+ | Once the notes are added, click the **SAVE** button in order to save the changes. | ||
+ | |||
+ | There are the following ' | ||
+ | |||
+ | * **LEGAL NOTE** | ||
+ | * It should contain any legal regulations applying to the contract | ||
+ | * Note that applies to and can be sent to end-customer | ||
+ | * It can be inserted per quote individually, | ||
+ | * It can be set up as a default note in Settings > General Settings > ' | ||
+ | * Applies per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **CUSTOMER NOTE** | ||
+ | * Inserted by the Sales team and can contain any important information regarding Client' | ||
+ | * Apply per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **CANCELLATION POLICY** | ||
+ | * It should contain the Operator Cancellation policy regulations | ||
+ | * Note that applies to and can be sent to end-customer | ||
+ | * It can be inserted per quote individually, | ||
+ | * It can be set up as a default note in Settings > General Settings > ' | ||
+ | * Applies per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **ADDITIONAL NOTE** | ||
+ | * It can include notes with any additional important information | ||
+ | * Applies per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **SALES NOTES** | ||
+ | * Important notes by Sales Team | ||
+ | * Apply per flight on which it is inserted | ||
+ | * Once the quote is booked and the trip created, the notes can be included in the following documents: Flight Brief (Sales), Charter Agreement (Sales), Crew Tripsheet (OPS), PAX Tripsheet (OPS) | ||
+ | * **AIRCRAFT** | ||
+ | * Inserted by the Sales team and can contain any important information regarding quoted aircraft, such as Client requirements regarding the aircraft | ||
+ | * Applies per the whole request (or trip - if the request is booked) | ||
+ | * It can be used on Sales Documents (included in the available data in the Documents Manager) | ||
+ | * **OPS NOTES** | ||
+ | * Notes are available only when the trip is booked | ||
+ | * Apply per flight on which it is inserted | ||
+ | * It can be used to communicate any issues to the OPS Team | ||
+ | * It can also be updated by OPS Team and the update will appear in the Sales Panel on the flight | ||
+ | * Once the quote is booked and the trip created, the notes can be included in the following documents: Flight Brief (Sales), Charter Agreement (Sales), Crew Tripsheet (OPS), PAX Tripsheet (OPS | ||
+ | |||
+ | Additionally, | ||
+ | * apply to the contractual agreement between the operator performing the trip and the subcharter aircraft provider | ||
+ | * they can be inserted manually if the subcharter details are added on a subcharter aircraft in Leon, or | ||
+ | * if the subcharter is requested via Avinode, the ' | ||
+ | * it can be used on Sales Documents for subcharter (included in the available data in the Documents Manager) | ||
- | These notes will be available and can be edited both in Requests/ | ||
---------- | ---------- | ||
- | ==== COMMENTS | + | ==== MESSAGES |
- | [{{ : | + | In this section, you can add any messages regarding this particular trip/ |
- | In this section, you can add any comments regarding this particular trip/ | + | There are **2 buttons** available in this section: |
- | In order to add a comment you need to click on {{: | + | * **ADD INTERNAL MESSAGE** - this will allow adding an internal message visible only to Leon users. This option is always available |
+ | * **REPLY TO CUSTOMER** - contains 2 options: | ||
+ | * **Avinode** - allows replying | ||
+ | * **Email** - allows sending emails and receiving emails, as long as it is synchronised with a mailbox | ||
- | Once the comment is added you will be able to see who added a comment and what day at what time. The times presented in the comments history are in **LT**. | + | === ADD INTERNAL MESSAGE === |
+ | [{{ : | ||
- | It is also possible to **edit** or **delete** the comment. In order to do that, click on **...** on the right-hand side of the existing comment box and click on the relevant option. | + | **+ADD INTERNAL MESSAGE** function is there to allow communicating |
- | {{: | + | There are 3 options available: |
+ | |||
+ | * **ADD** - option to add an internal message as a person servicing the request | ||
+ | * **ADD AS REQUESTER** - adding a message and indicating that this message was added by the requested. Such a message is highlighted green | ||
+ | * **CANCEL** - allows cancelling the message input process | ||
+ | |||
+ | === REPLY TO CUSTOMER === | ||
+ | |||
+ | There are 2 options available: | ||
+ | |||
+ | * **AVINODE** - if the quote comes from Avinode, this button is selected by default. Allows messaging with the Avinode broker | ||
+ | * **EMAIL** - allows communication directly via email by configuring Leon with an external Mailbox | ||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | |||
+ | Messages inserted in **Avinode** when sending a request to Leon will also show in this section and will be highlighted green. | ||
+ | |||
+ | When the request is **received from Avinode**, you can click on the **REPLY TO CUSTOMER** button and the message will be sent to the Client in Avinode. | ||
+ | |||
+ | **In Avinode**, the reply will be available in the **' | ||
+ | |||
+ | Once the message is added you will be able to see who added a message and what day at what time. The times presented in the messages history are in **LT**. | ||
+ | |||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | < | ||
+ | |||
+ | This functionality allows you to send and receive emails directly into Leon and keep the track of your emails in one place. | ||
+ | |||
+ | Before you start using the functionality you need to: | ||
+ | |||
+ | - Contact us via [[http:// | ||
+ | - Create an additional 'Sales Panel Message' | ||
+ | |||
+ | Once you have your mailbox configured, you can go to Settings > Email Templates > Other and create the 'Sales Panel Message' | ||
+ | |||
+ | **It is important that the email address provided to Leon is inserted in the ' | ||
+ | [{{ : | ||
+ | Once you have everything configured, you can start using the functionality: | ||
+ | |||
+ | * any correctly configured types of emails such as Flight Quotation, Charter contract or Sales Panel Message, amongst others, will show in the ' | ||
+ | * any replies from the Clients to the configured messages will also show in the ' | ||
+ | * both sent and received emails will be synchronised with the Mailbox and will be available to view in ' | ||
+ | * address ' | ||
+ | * it is possible to attach and send files | ||
+ | * files sent by the Client will be received and available to preview in the ' | ||
+ | * new message will move the request to the top of the ' | ||
+ | * ' | ||
+ | |||
+ | |||
+ | It is also possible to **edit** or **delete** the message (apart from ' | ||
+ | |||
+ | {{: | ||
------------- | ------------- | ||
- | ==== SUBCHARTER | + | ==== AIRPORT CHARGES |
+ | |||
+ | [{{ : | ||
+ | |||
+ | This is not a default tab and needs to be activated in the **Add-ons** section. More information about the ' | ||
+ | |||
+ | This tab is showing the airport charges downloaded from the [[https:// | ||
+ | |||
+ | === Uploading Airport Charges to the Quote === | ||
+ | [{{ : | ||
+ | |||
+ | It is possible to download the Airport Charges directly to the quote. | ||
+ | |||
+ | In order to **download the Airport Charges' | ||
+ | |||
+ | - Make sure that the integration with ' | ||
+ | - Add the ' | ||
+ | |||
+ | If the ' | ||
+ | |||
+ | If the integration is **not active**, the ' | ||
+ | |||
+ | ---------------------- | ||
- | [{{ : | + | ===== Subcharter |
When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | ||
- | In order to use subcharter | + | ==== New Subcharter Quote ==== |
- | In a tab 'SUBCHARTER' | + | [{{ : |
+ | 'Subcharter' | ||
- | You can also insert the Subcharter | + | |
+ | * **' | ||
+ | * **' | ||
+ | * **Subcharter | ||
+ | * Click on a **+** next to the last aircraft tab | ||
+ | * Select the ' | ||
- | Once the subcharter quote is saved you can manage it just like a standard quote. There is one exception - you cannot physically book subcharter quote as option / confirmed flight into OPS module. However, you can still change the status to ' | + | {{: |
+ | |||
+ | The subcharter details edit window is divided into 5 tabs: | ||
+ | |||
+ | * **BASIC** - contains subcharter details such as aircraft details, crew details, contact details (email and phone no.) and aircraft photos, as long as available in Avinode | ||
+ | * **MESSAGES** - possibility to reply directly to the Operator email (as long as it is available in the ' | ||
+ | * **AMENITIES** - possibility to select the amenities available on the aircraft as well as the cabin basic measurements and noise levels | ||
+ | * **SERVICES** - possibility to select the suppliers of services on the flights within the request | ||
+ | * **DOCUMENTS** - possibility to upload aircraft documents | ||
+ | |||
+ | === Price === | ||
+ | [{{ : | ||
+ | |||
+ | The ' | ||
+ | |||
+ | It allows inserting more detailed price that includes: | ||
+ | |||
+ | * **Operator price** - the amount charged by the operator (subcharter price) | ||
+ | * **Margin** - income margin calculated on top of the total cost | ||
+ | * **Third-party commission** - commission paid to the third-party broker | ||
+ | |||
+ | Based on the above elements, the total price is calculated as: | ||
+ | |||
+ | |||
+ | **Price = ' | ||
+ | |||
+ | The total price is not editable and keeps the same currency as the price breakdown. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If **VAT value** is inserted, Leon additionally will display **Gross price** value, including VAT. | ||
+ | |||
+ | **Hovering** the mouse over 'Gross price' amount will display **VAT value**. | ||
+ | |||
+ | === Basic === | ||
+ | [{{ : | ||
+ | In a subcharter ' | ||
+ | |||
+ | **Cancellation policy** in the subcharter details section is the policy that applies to the contractual agreement between the operator performing the trip and the subcharter aircraft provider. | ||
+ | |||
+ | It can be inserted manually if the subcharter details are added on a subcharter aircraft in Leon. | ||
+ | |||
+ | If the subcharter is requested via **Avinode**, | ||
+ | |||
+ | It is also possible to select **Handling agents** for Subcharters. Handlers can be selected from the drop-down list. However, if in a section General Settings > Sales Module a checkbox **Select handling agents on subcharters automatically** is unmarked, Leon will not show handlers automatically. | ||
+ | |||
+ | If we already used subcharter functionality in the past, Leon will search for an aircraft that was previously used. The dropdown list will display both aircraft registration and the operator name in the format **Registration, | ||
+ | |||
+ | Once we select the aircraft, all the data is copied from the previous request, including type, crew, aircraft details and photos. The only input that is **not copied** is the subcharter price. | ||
+ | |||
+ | Once the subcharter quote is saved you can manage it just like a standard quote. There is one exception - you cannot physically book subcharter quote as an option / confirmed flight into the OPS module. However, you can still change the status to ' | ||
You can send **Flight Quotations** containing normal and subcharter quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon: | You can send **Flight Quotations** containing normal and subcharter quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon: | ||
Line 611: | Line 1557: | ||
{{: | {{: | ||
+ | [{{ : | ||
+ | You can also upload photos of the Subcharter aircraft. | ||
+ | === Uploading photos === | ||
+ | |||
+ | In order to do it, click on the **' | ||
+ | |||
+ | A pop-up window will appear with the **' | ||
+ | |||
+ | Once you selected the photos, in the 'Edit pictures' | ||
+ | |||
+ | Clicking ' | ||
+ | |||
+ | It is possible to **embed the uploaded photos within subcharter sales documents**. When naming uploaded photos you need to make sure that the **title matches the title used in the HTML**. | ||
+ | |||
+ | If the subcharter flight is requested by using the **' | ||
+ | |||
+ | === Messages tab === | ||
+ | [{{ : | ||
+ | |||
+ | In this tab, it is possible to reply directly to the Operator. | ||
+ | |||
+ | In order to reply directly to the Operator, Operator' | ||
+ | |||
+ | In order to reply to Operator press **REPLY TO OPERATOR** link and select the **EMAIL** option. The operator' | ||
+ | |||
+ | |||
+ | Select ' | ||
+ | |||
+ | Currently, replies from all the brokers will display under one ' | ||
---- | ---- | ||
- | ==== AIRPORT CHARGES ==== | ||
- | [{{ : | + | === Amenities === |
- | This is not a default tab and needs to be activated in the **Add-ons** section. More information about the 'Airport Charges' | + | It is possible |
- | This tab is showing the airport charges downloaded from the [[https:// | + | * **Smoking & Wifi** - mark checkboxes to enable them. |
+ | * **Wifi type** - select between Internat via Satcom, KA band, KU band, SBB (Swift Broadband) and Iridium. | ||
+ | * **Cabin details** - width, height, length and volume. | ||
+ | * **Baggage capacity** - add a number of items. | ||
- | ---------------------- | + | {{: |
+ | |||
+ | Amenities can be added to ' | ||
+ | |||
+ | Leon will also show ' | ||
+ | |||
+ | ------------ | ||
+ | === Services === | ||
+ | |||
+ | In this tab, it is possible to select and overview the suppliers of the services on the flights within the request. | ||
+ | |||
+ | The services included are: | ||
+ | |||
+ | * **Handling ADEP** and **Handling ADES** | ||
+ | * **Catering** | ||
+ | * **PAX Transport ADEP** and **PAX Transport ADES** | ||
+ | |||
+ | |||
+ | The providers of the services have to be selected manually. | ||
+ | |||
+ | ---------------- | ||
+ | === Documents === | ||
+ | |||
+ | It is possible to upload the documents to the subcharter aircraft. | ||
+ | |||
+ | These could be the documents provided by the subcharter aircraft operator. | ||
+ | [{{ : | ||
+ | In order to add the new documents, the following steps are required for each document: | ||
+ | |||
+ | - Click on the **UPLOAD FILES** button and select the file to be uploaded | ||
+ | - The fields to insert the document details will appear: | ||
+ | * **Name** - Name of the document will be automatically populated from the uploaded file. It can be changed/ | ||
+ | * **Issue date** - possibility to insert the date of issue | ||
+ | * **Expiry date** - possibility to insert the date of expiry | ||
+ | - Click o **SAVE** button at the bottom of the page to save uploaded details | ||
+ | |||
+ | Once the documents are uploaded, **additional actions** can be performed: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | ------ | ||
+ | ==== SCHEDULE UPDATE ==== | ||
+ | |||
+ | The requested schedule can be updated using the **EDIT REQUEST** button located next to the ' | ||
+ | [{{ : | ||
+ | After the changes are performed in the 'EDIT REQUEST' | ||
+ | |||
+ | * **IGNORE** - does not apply any changes | ||
+ | * **APPLY** - the update will be accepted and reflected in the updated itinerary | ||
+ | * **CREATE NEW** - new itinerary on the same aircraft will be created within the same request (the second tab with the updated itinerary) | ||
+ | * **SHOW CHANGES** - displays the history of changes of the request | ||
+ | |||
+ | Once the changes are applied, they will reflect in the main ' | ||
+ | |||
+ | ----------------- |