Differences

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

--- leon:sales [2020/02/14 09:28]
rafal [German Aviation Tax]
+++ leon:sales [2020/08/03 06:59]
bartek [MESSAGES]
@@ Line 12: / Line 12: @@
 The main page displays a several columns:
-[{{ :leon:sales:main sales panel page.png?200|Requests/Quotes - the view on the list of quotes}}]
+[{{ :leon:sales:RQ3.png?200|Requests/Quotes - the view on the list of quotes}}]
   * **ID** - quote request ID.
   * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed.
@@ Line 21: / Line 21: @@
   * **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.
-  * **Action** - hover the mouse over and select trash-icon to delete the quote. You can also mark the quote as 'Read' or 'Unread' by clicking on the envelope.
+  * **Messages** - Leon displays all comments added in the quote's edition - unread {{:leon:sales:comments unread.png?nolink|}} and read {{:leon:sales:comments read.png?nolink|}}
+  * **Action** - hover the mouse over and there are **3 icons** available: **Trash icon** to delete the quote, **Clone icon** to copy the quote and **Envelope icon** to mark the quote as 'Read' or 'Unread'
 In the top-right corner there is a {{:leon:sales:Filter.png?nolink|}} icon including **filtering** options:
@@ Line 28: / Line 29: @@
   * **Preferred airport code** - you can switch between ICAO and IATA codes for the whole 'Requests/Quotes' panel
-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.
   * **Status** - Leon shows 'all' quotes by default - click to open the drop-down box and select the status to narrow down the list of quotes.
+  * **Show** - you can filter the Requests with unread comments by switching from 'All' to 'With unread comments'
+It is also possible to **sort the requests** by:
+  * {{:leon:sales:Sort by Updated.png?nolink|}} - sorting based on the date and time of the update of the request
+  * {{:leon:sales:Sort by Itinerary.png?nolink|Unordered List Item}} - sorting based on the date and time of departure of the first leg of the itinerary. This does not include the legs that already took off. Only includes the legs from 'now' minus 24h. It does not update the requests list and the green update button is not available
 By clicking any part of the quote Leon gets displayed the **quote edition** page.
 ----
+===== Avinode =====
+==== Empty legs from Avinode ====
+[{{ :leon:sales:Avinode - EL1.png?200|Request for empty leg in Avinode}}]
+[{{ :leon:sales:Avinode - EL2.png?200|Requested empty leg including positioning flights}}]
+Active integration with Avinode allows downloading requests for empty legs.
+Once the empty leg request is downloaded to Leon, Leon creates the full routing including positioning legs if necessary. The aircraft selected in Leon is the same as sent in the empty leg request. If the aircraft does not exist in Leon, the request **will not be accepted by Leon**.
+Leon also calculates the quotation amount based on the pricelists assigned to the aircraft in Settings > Fleet > Sales tab in the aircraft details.
+If the downloaded request is for numerous empty legs and for different aircraft, the routing and the quotation are created for each one of them separately.
+Edited empty leg request contains **'Avinode empty leg'** label next to the 'VAT' box. By clicking on this label, user will get redirected to this request in Avinode.
+Request sent from Avinode will show on the list as a new request with 'Avinode' label in 'Updated' column.
+{{:leon:sales:Avinode - EL3.png?nolink|}}
+----------------
+==== Rejecting requests from the list ====
+[{{ :leon:sales:Reject1.png?200|Option to reject a request}}]
+[{{ :leon:sales:Reject2.png?200|Rejected requests in Avinode}}]
+It is possible to reject requests directly from the list of requests.
+This applies to requests received via **Avinode**, **Owner App**, as well as **inserted directly in Leon** as a New Quote.
+To **reject a request** you need to:
+  - Click with the right-click of the mouse on the request you'd like to reject
+  - Select **REJECT REQUEST** button
+  - **'Reject'** email window will open. There you can select either:
+    * {{:leon:sales:Skip sending email.png?nolink|}} - rejects and updates the status of the request only in Leon **without updating the status** neither in Avinode nor in Owner App
+    * {{:leon:sales:Send email.png?nolink|}} - rejects requests and **updates the status** to 'Rejected' in Leon and Owner App, and to 'Declined' in Avinode
+---------
 ===== Managing the RFQ =====
-[{{ :leon:sales:Quote edit 2.png?200|Requests/Quotes - the quote edition page}}]
+[{{ :leon:sales:SAT4.png?200|Requests/Quotes - the quote edition page}}]
 The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way:
@@ Line 58: / Line 109: @@
   * **T/O & LDG emails** - client representative's email address to which Leon should send MVT emails (or client's if Representative is not selected). Can be deleted or overridden by manual entry.
+=== Adding a new client/representative ===
+[{{ :leon:sales:adding-company-person.png?200|Adding a new client (company or person)}}]
+It is now possible to **add a new client** (a company or a person) straight from **REQUESTS/QUOTES** panel, as well as adding a client's representative.
+When creating a new quote, click a **+** icon right next to the 'Requested by' field.
+{{:leon:sales:adding client.png?nolink|}}
+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:phonebook|Phonebook]]
+{{:leon:sales:new client in PB.png?nolink|}}
+[{{ :leon:sales:EditRR.png?200|Editing requester or representative}}]
+It is also possible to **edit a Requester or Representative** by clicking on {{:leon:sales:RQ edit icon.png?nolink|}} icon located next to Requester/Representative box.
+{{:leon:sales:edit requester.png?nolink|}}
+The changes applied in 'Edit requester/representative' pop-up window will apply instantaneously.
 ----
@@ Line 96: / Line 171: @@
 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's fees (catering, hotel, flight plan, etc...).
+If there is no **aircraft performance data** inserted in 'Fleet' section, Leon will display the following information:
+{{:leon:sales:No fleet performance.png?nolink|}}
 It is also possible to schedule a **Fuel Stop**. More information in the subsection below.
@@ Line 117: / Line 196: @@
   - {{:leon:sales:icon 5.png|}}  - adds price list to current quote -  this action can be undone to {{:leon:sales:icon 3.png|}} which deletes the price list from the quote.
-[{{ :leon:sales:Feasibility.png?200|Feasibility check window}}]
-If there are any issues with the quotation itinerary, Leon will display a warning icon in the last column of the itinerary - {{:leon:sales:warning icon.png?nolink|}}.
 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/Cabin crew member: warning FDP length exceeded** will show up if defined in FTL Settings (by Leon Support Team) FDP threshold has been exceeded.
+=== 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.**
+{{:leon:sales:schedule change.png?nolink|}}
+**2**. When changing **Flight time** of the flight, Leon will change **Block time** automatically and will keep initial Taxi times.
+**3**. When changing **STA**, Leon will change the **STD** by the block time value. The same scenario applies to change of the **STD**. Leon will **NOT** require validation.
 ---------
-===Fuel Stop===
+====Fuel Stop====
 It is possible to add a **Fuel stop** to a flight in the itinerary section by clicking on a 'Fuel stop' icon.
@@ Line 148: / Line 235: @@
 ==== Invoice ====
-[{{ :leon:sales:Invoice popup.png?200|Defining an Invoice details & templates}}]
+[{{ :leon:sales:Invoice popup 3.png?200|Defining an Invoice details & templates}}]
-[{{ :leon:sales:Invoice Leon default pdf.png?200|Leon default Invoice pdf template}}]
+[{{ :leon:sales:Invoice Leon default 2.png?200|Leon default Invoice pdf template}}]
 Before using this option you need to set up in [[leon:documents-manager|Documents Manager]] a new template **QUOTE INVOICE** - you can set up multiple different templates and re-arrange them the way you want (using HTML & CSS). You can also use Leon default template pdf.
@@ Line 160: / Line 247: @@
 {{:leon:sales:invoice templates.png|}}
-Once it's all set up, edit the Quote that has already been **BOOKED**, click button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email  and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list Leon will show **Total price**.
+Once it's all set up, edit the Quote that has already been **BOOKED**, click button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show **Total price**.
+**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 'Invoice Date'
 Click **DOWNLOAD** icon to preview the template before sending it out.
+{{:leon:sales:RESET ITEMS.png?nolink|}} function makes it easier to recalculate the amount on the 'Invoice'.
+It is very useful when after sending the invoice to the Client, the amount of the quotation changes, be it due to change in the number of items or the calculated price of the items.
+In such a scenario, it is sufficient to go to the 'INVOICE' tab in the 'INVOICE' section, press {{:leon:sales:RESET ITEMS.png?nolink|}} button and Leon will update the amount on the invoice to the actual one.
+<box>**IMPORTANT!!! Any extra items added to the Invoice will be removed after the reset.**</box>
 If the quote is created for more than one aircraft, Invoice pop-up will allow to switch between tails and define Invoice items accordingly.
@@ Line 172: / Line 273: @@
 **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** in the main Quotation view in the 'VAT' box:
+{{:leon:sales:VAT default.png?nolink|}}
+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.**
+{{:leon:sales:VAT in invoice.png?nolink|}}
+It is possible to **exclude the VAT rate** from the calculations in the Invoice by simply deleting it.
 {{:leon:sales:invoice excl. tax.png|}}
+**The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in 'Documents Manager'.**
 ----
@@ Line 234: / Line 348: @@
 If you tick the {{:leon:sales:Back to checkbox.png?nolink|}} checkbox and press any of the buttons in the 'Send email' window, Leon will revert to the list of Quotes. This setting will be saved so next time when you open an email window this checkbox will be already ticked.
+------
+[{{ :leon:sales:FS1.png?200|Find subcharter option}}]
+==== Find subcharter/Compare price in Avinode ====
+[{{ :leon:sales:FS-Avinode.png?200|Search subchartes in Avinode}}]
+If a request comes from **Avinode**, there is a possibility of searching and comparing the offers in Avinode.
+**The process is quite simple:**
+  - Edit Avinode request in 'Requests/Quotes' section
+  - Click on {{:leon:sales:FS-button.png?nolink|}} button located below the itinerary
+  - You will get redirected to Avinode search engine where the list of available offers by different sellers will be displayed
+<box>**This option is only available to the requests coming from Avinode.**</box>
 ----
+==== Cloning requests ====
+[{{ :leon:sales:Clone 1.png?300|'Clone' pop-up window}}]
+It is now possible to **clone** the request.
+It is useful when the quotes are requested from different sources or brokers.
+In that case, rather than inserting one quotation details a number of times, the Sales team can simply clone it (copy it).
+**The process** is quite simple:
+  - Press {{:leon:sales:Clone 2.png?nolink|}} icon in the **Actions** column in the main 'Requests/Quotes' view
+  - In the pop-up window (screenshot on the right-hand side) select 'Requested by' and a 'Representative' (not mandatory) and press {{:leon:sales:Clone 3.png?nolink|}} button. 'Requested by' is a **mandatory** field. If it is left empty Leon will not allow cloning the request
+  - **Cloned request** is opened, automatically saved and the person cloning it is selected as an 'Assignee'
+The cloned request will always be displayed **at the top** of the 'Requests/Quotes' list:
+{{:leon:sales:Clone 4.png?nolink|}}
+**The following data are copied from the source request:**
+  * All the quotes within one request including subcharter
+  * Pricing and VAT rate assigned to each quote
+  * The list of PAX as long as set up in the source request
+**The following items are NOT copied from the source request:**
+  * The status of a request. Each copied request is saved with the status **'NEW'**
+  * Comments/Messages, Notes
+  * Old Client's details including Name and MVT email address
+  * Checklists
+  * Trip number if the source request is with the status 'BOOKED' (assigned trip number)
+  * Assignee
+It is possible to clone a request from **Avinode**. The outcome of this operation will be a **Leon** quote.
+-------
 ==== CO2 Emission ====
@@ Line 646: / Line 810: @@
 ==== CALENDAR ====
-[{{ :leon:sales:calendar3.png?200|The view on quotation flights in Calendar}}]
+[{{ :leon:sales:Calendar1.png?200|The view on quotation flights in Calendar}}]
 The quote itinerary/trip is imposed on actual confirmed schedule of the selected aircraft. The information displayed shows departure-arrival times & ADEP-ADES.
@@ Line 675: / Line 839: @@
 ==== CHECKLIST ====
-[{{ :leon:sales:checklist.png?200|Checklist section}}]
+[{{ :leon:sales:checklist1.png?200|Checklist section}}]
 **Sales checklist** on the trips/quotations added in the Requests/Quotes can be managed in the **Checklist** section of Requests/Quotes only.
+**Sales checklist** becomes available when the request is created, whether it is regular fleet or subcharter.
 It is not possible to service the Sales Checklist from the OPS view if the trip/quotation has been added in the Requests/Quotes.
+**OPS Checklist** appears only once the trip is booked.
 It is also not possible to service OPS checklist in the Requests/Quotes. This can only be serviced in the OPS view.
@@ Line 690: / Line 858: @@
 ==== PAX ====
-[{{ :leon:sales:PAX3.png?200|PAX section}}]
+[{{ :leon:sales:pax4.png?200|PAX section}}]
 In this tab, you can add passengers on a flight.
@@ Line 713: / Line 881: @@
 ==== NOTES ====
-[{{ :leon:sales:NOTES.png?200|Notes section}}]
+[{{ :leon:sales:Notes 3.png?200|Notes section}}]
-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.
+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 **SAVE** button in order to save the changes.
-These notes will be available and can be edited both in Requests/Quotes as well as OPS > FLIGHT tab.
+The OPS and Sales notes will be available and can be edited both in Requests/Quotes as well as OPS > FLIGHT tab of the responding Flights.
+**OPS and Sales Notes are not available in 2 instances:**
+  * **Subcharter flights**
+  * **Trip that is not booked**
 ----------
-==== COMMENTS ====
+==== MESSAGES ====
-[{{ :leon:sales:COMMENTS.png?200|Comments section}}]
+[{{ :leon:sales:message 1.png?200|Sending a message from Avinode to Leon}}]
+[{{ :leon:sales:message 2.png?200|Messages panel in Leon}}]
-In this section, you can add any comments regarding this particular trip/quotation.
+In this section, you can add any messages regarding this particular trip/quotation. If the request was sent from **Avinode**, you can also reply to the customer from this section.
-In order to add a comment you need to click on {{:leon:sales:Add comments.png?nolink&80|}} button, type the text and press {{:leon:sales:Add button.png?nolink&50|}} button.
+There are **2 buttons** available in this section:
-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** - this will allow adding an internal message visible only to Leon users. This option is always available
+  * **REPLY TO CUSTOMER** - this option is only available if the request came from **Avinode**. It allows replying to the customer who sent the request using Avinode
-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.
+Once you added a message press {{:leon:sales:Add button.png?nolink&50|}} button.
-{{:leon:sales:Editing comments.png?nolink|}}
+Messages inserted in **Avinode** when sending a request to Leon will also show in this section and will be highlighted <html>
+<span style="color:green;font-size:100%;">green</span>
+</html>.
+When the request is **received from Avinode**, you can click on **REPLY TO CUSTOMER** button and the message will be sent to the Client in Avinode.
+**In Avinode**, the reply will be available in the **'Trips' > 'Buying'** section, as per screenshot.
+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**.
+It is also possible to **edit** or **delete** the message. In order to do that, click on **...** on the right-hand side of the existing message box and click on the relevant option.
+{{:leon:sales:Editing comments 2.png?nolink|}}
 -------------
@@ Line 741: / Line 932: @@
 ==== SUBCHARTER ====
-[{{ :leon:sales:Subcharter4.png?200|Subcharter flights in Requests/Quotes panel}}]
+[{{ :leon:sales:Subcharted 5.png?300|Subcharter flights in Requests/Quotes panel}}]
 When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/QUOTES** allows supporting quoting for external aircraft types with Subcharter option.
@@ Line 749: / Line 940: @@
 You can also insert the Subcharter **Operator** name and the amount you paid for the Subcharter in the **Subcharter price** input.
 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 'option' and book, but the quote will not be booked.
@@ Line 755: / Line 948: @@
 {{:leon:sales:subcharter CC.png|}}
+It is also possible to select **Handling agents** for Subcharters. Click 'SUBCHARTER' tab and select handlers from the drop down list.
@@ Line 760: / Line 955: @@
 ==== AIRPORT CHARGES ====
-[{{ :leon:sales:Airport Charges.png?200|Airport Charges tab}}]
+[{{ :leon:sales:AC1.png?200|Airport Charges tab}}]
 This is not a default tab and needs to be activated in the **Add-ons** section. More information about the 'Airport Charges' activation process can be found [[leon:integrations|here]].

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