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+ | ====== Requests/ | ||
+ | |||
+ | |||
+ | On the main page of the **Requests/ | ||
+ | |||
+ | Quotes unread/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When a new quote is added, Leon shows a message {{: | ||
+ | |||
+ | The main page displays several columns: | ||
+ | [{{ : | ||
+ | |||
+ | * **ID** - quote request ID. | ||
+ | * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected, or Closed. | ||
+ | * **Requester** - requesting client' | ||
+ | * **Aircraft** - requested aircraft registration & type. | ||
+ | * **Aircraft offered** - displayed the aircraft registrations for which the quotes were sent to the Client | ||
+ | * **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 | ||
+ | * **Itinerary** - requested itinerary. If there are requests with the same itinerary details, the colour bar will appear on the left-hand side. Hovering the mouse over the bar will display the following information: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * **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). | ||
+ | * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. Underneath the person' | ||
+ | * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. | ||
+ | * **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 icon** to delete the quote, **Clone icon** to copy the quote, and **Envelope icon** to mark the quote as ' | ||
+ | |||
+ | In the top-right corner there is a {{: | ||
+ | |||
+ | * **Columns** - here you can choose which columns are to be displayed in the list of requests | ||
+ | * **Preferred airport code** - you can switch between ICAO and IATA codes for the whole ' | ||
+ | |||
+ | 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, Requester, or Representative to find the quote. Additionally, | ||
+ | * **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. | ||
+ | |||
+ | ------- | ||
+ | ==== 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 ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way: | ||
+ | |||
+ | - RFQ details with options of adding & managing the quote. | ||
+ | - Displaying the quote in Calendar, managing the Checklist, PAX and other options. | ||
+ | |||
+ | ------------------------- | ||
+ | ==== Details of the Request ==== | ||
+ | |||
+ | The top-left part of the page shows details, such as: | ||
+ | |||
+ | * **Marketplace** - Avinode, HelloJet, Victor or Leon. | ||
+ | * **Quote request ID** - ID of the quote generated by Marketplace. Additionally, | ||
+ | * **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' | ||
+ | * **Assignee** - a person who is designated to work the quote. | ||
+ | * **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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== Statuses of the Quote ==== | ||
+ | |||
+ | |||
+ | |||
+ | 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/ | ||
+ | - 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 the OPS page with the status ' | ||
+ | - CONTRACT - shows a new window for Charter Agreement document sending. It is possible to **include the positioning FERRY flights** in the Charter Agreement document by selecting the FERRY flights in the CONTRACT message window. Flights with PAX cannot be de-selected | ||
+ | - BOOK - click to add the trip to the OPS page with the status ' | ||
+ | - BRIEF - shows a window for Flight Brief document sending. It is possible to **send the Flight Brief document for selected flights** by selecting a specific flight in the BRIEF email window | ||
+ | - INVOICE - an option to send an invoice to the client. | ||
+ | - DONE - closing the transaction. | ||
+ | - 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: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | - DOCUMENT - Flight Quotation, Charter Agreement, Flight Brief, and already created Invoices. | ||
+ | - 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 ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | Right below request details & quoting options you can find **Trip details**: Aircraft registration, | ||
+ | |||
+ | By clicking the **+** icon you can add a new leg into the existing trip - you can do it also in-between existing flights. | ||
+ | |||
+ | 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' | ||
+ | |||
+ | If there is a discontinuity in the itinerary, and the warning is marked in the 3-dot filter, it is indicated with {{: | ||
+ | |||
+ | If there is no **aircraft performance data** inserted in the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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 {{: | ||
+ | |||
+ | By clicking on the **TBA checkbox** Leon will allow you to save the quote/trip without specifying Arrival and Departure times. Such a trip will be displayed in the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Below trip details you can find **4** options to: | ||
+ | |||
+ | - {{: | ||
+ | - {{: | ||
+ | - {{: | ||
+ | - {{: | ||
+ | |||
+ | |||
+ | If you click on this icon Leon will display the **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/ | ||
+ | |||
+ | === 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/ | ||
+ | |||
+ | --------- | ||
+ | ==== 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Fuel stop** is indicated by the following icons: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | To **add a Fuel stop** you have to: | ||
+ | |||
+ | - Click on a 'Fuel stop' icon | ||
+ | - In the ' | ||
+ | - Select one of the airports from the list and click the ' | ||
+ | - 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 ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | Before using this option you need to set up in [[leon: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | You can also configure [[leon: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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' | ||
+ | |||
+ | 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 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 ' | ||
+ | |||
+ | |||
+ | 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, the Invoice pop-up will allow to switch between tails and define Invoice items accordingly. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In case you wish to upload your own template and send it to the client without creating it in Documents Manager, you can use ' | ||
+ | |||
+ | **TAX** | ||
+ | |||
+ | It is possible to set up a **default VAT rate per Country** in the **' | ||
+ | |||
+ | **Apart from the above mentioned**, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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.** | ||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | It is possible to **exclude the VAT rate** from the calculations in the Invoice by simply deleting it. | ||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | **The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in ' | ||
+ | |||
+ | Once the invoice has been paid, you can edit the quote again and in the Invoice tab mark a checkbox **Paid** - then you can generate a report (in a scope ' | ||
+ | |||
+ | 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' | ||
+ | |||
+ | The setting consists of **2 fields**: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | - 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 | ||
+ | |||
+ | As you can see in the example below, the Invoice due date was set to 7 days after the invoice date: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | -------------- | ||
+ | |||
+ | === Tagging Invoice === | ||
+ | [{{ : | ||
+ | |||
+ | It is possible to **tag an Invoice**. | ||
+ | |||
+ | The option is available on the ' | ||
+ | |||
+ | In order to **add a new tag** you need to: | ||
+ | |||
+ | - Insert the new tag name in the ' | ||
+ | - 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 in the Report Wizard > Scope ' | ||
+ | |||
+ | ---------------- | ||
+ | ==== 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. | ||
+ | |||
+ | ---- | ||
+ | |||
+ | First step to issue these documents is adding it in [[leon: | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | The second step is adding these documents in the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is possible to add more than one ' | ||
+ | |||
+ | |||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== Owner approval ==== | ||
+ | |||
+ | **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. | ||
+ | |||
+ | In order to activate the functionality, | ||
+ | |||
+ | * go to ' | ||
+ | * click on tab ' | ||
+ | |||
+ | [{{ : | ||
+ | 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. | ||
+ | |||
+ | Both, 'Owner approval' | ||
+ | |||
+ | **' | ||
+ | |||
+ | ------- | ||
+ | ==== Flight Brief ==== | ||
+ | [{{ : | ||
+ | |||
+ | ' | ||
+ | |||
+ | When sending the Flight Brief document it is possible to **select the flights** that should be presented on the document. | ||
+ | |||
+ | This is quite useful when the trip consists of numerous flights spread across a number of days and separated by longer periods. | ||
+ | |||
+ | It allows sending the document to the client in stages, based on the itinerary, and include the flights nearest to each other. | ||
+ | |||
+ | As presented in the screenshot on the right, the trip consists of 5 flights between 28th May and 11th June. The functionality allows selecting the nearest flights (28th May) and sending these initially. The remaining ones can be selected and sent closer to the planned departure date. | ||
+ | |||
+ | **Ferry flights** are not presented on the list. | ||
+ | |||
+ | ----------- | ||
+ | ==== Quote pricing ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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** 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, a detailed price list shows automatically and an original **Avinode** price is always displayed next to it and can not be changed. | ||
+ | |||
+ | 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: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In this section you can manage the price list: | ||
+ | |||
+ | - 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). | ||
+ | |||
+ | Each item is **editable**, | ||
+ | |||
+ | 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**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | If it comes to Aircraft Fees displayed below Airport Fees, you can also change their names and overwrite values. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | There are **2 buttons** available to manage the quote: | ||
+ | |||
+ | * **RECALCULATE** - explained below | ||
+ | * **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=" | ||
+ | </ | ||
+ | |||
+ | **Itinerary** option is used when the aircraft schedule is changed. | ||
+ | |||
+ | The way it works has not changed. Clicking on the ' | ||
+ | |||
+ | It will also **update the Airport Fees** if they were changed in the ' | ||
+ | |||
+ | This option **will not affect** manually inserted prices. | ||
+ | |||
+ | __**Example**__ | ||
+ | [{{ : | ||
+ | |||
+ | Following changes applied in the ' | ||
+ | |||
+ | * ' | ||
+ | * ' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | 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=" | ||
+ | </ | ||
+ | |||
+ | **Airport fee** option applies only to airport fees recalculation. | ||
+ | |||
+ | It should be used whenever there are changes to the ' | ||
+ | |||
+ | It does not add or remove any elements from the quote unless there is a change in the itinerary (see above). | ||
+ | |||
+ | Manually added items of the quote should remain within the quote after the recalculation. | ||
+ | |||
+ | __**Example**__ | ||
+ | [{{ : | ||
+ | Following changes applied in the ' | ||
+ | |||
+ | * ' | ||
+ | * ' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | As you can see in the screenshot on the right, only the value of the ' | ||
+ | |||
+ | ------- | ||
+ | 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** - 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' | ||
+ | |||
+ | 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=" | ||
+ | </ | ||
+ | |||
+ | Below, there are examples presented for each of the scenarios. | ||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | In the screenshot on the right-hand side, the price is increased from €8600 to €9000. | ||
+ | |||
+ | The 'Extra Fee' element of the price list was added and recalculated based on the new Final Price. | ||
+ | |||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | In the screenshot on the right-hand side, the price is increased from €8600 to €9100. | ||
+ | |||
+ | Because the increase is higher (€600) than the value of the ' | ||
+ | |||
+ | |||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | In the screenshot on the right-hand side, the price is reduced from €8600 to €8300. | ||
+ | |||
+ | The ' | ||
+ | |||
+ | [{{ : | ||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | In the screenshot on the right-hand side, the price is reduced from €9100 to €8500. | ||
+ | |||
+ | 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 Margin ==== | ||
+ | |||
+ | |||
+ | 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. | ||
+ | |||
+ | 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 **Cost**. Here you can insert a value of the cost. The currency of the cost is the same as the price' | ||
+ | |||
+ | [{{ : | ||
+ | {{: | ||
+ | |||
+ | Once the cost values have been added, on the quote' | ||
+ | |||
+ | 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' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | ------ | ||
+ | |||
+ | |||
+ | ==== CO2 Emission ==== | ||
+ | |||
+ | More and more clients travelling by aeroplanes want to know how much **CO2** will be emitted during the flight they have bought. Meeting this request we have added an option to **show CO2 emission on sales documents**: | ||
+ | |||
+ | In order to have CO2 on sales documents, follow the below steps. | ||
+ | |||
+ | - 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 and add CO2 on it by using an item ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | ---- | ||
+ | ==== Request changes history ==== | ||
+ | |||
+ | It is now possible to access **Changes History** of the Quote in the quote' | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | Clicking on the **' | ||
+ | |||
+ | * aircraft changes | ||
+ | * quotation status changes | ||
+ | * price changes | ||
+ | * trip schedule changes | ||
+ | |||
+ | 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 and removed data in red. | ||
+ | |||
+ | When you click on the changed detail, Leon highlights previous entrances of the same detail. | ||
+ | |||
+ | === 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: | ||
+ | |||
+ | * **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' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ------ | ||
+ | |||
+ | ===== 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 & managing Sales checklist items and seeing OPS checklist items, managing PAX, add Notes or Comments. | ||
+ | |||
+ | ==== CALENDAR ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | The quote itinerary/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The current day is always displayed in light-blue and the thin, green line shows actual **UTC** time. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The view shows the 7-days period. Click ← or → buttons to move for another 7 days backwards or forward, or click TODAY to get back to the current day view. You can also switch between **UTC** & **LT**. | ||
+ | |||
+ | **Aircraft selection dropdown** allows you to view a different aircraft activity vs the aircraft used in the RFQ. If you choose a different aircraft 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 ==== | ||
+ | |||
+ | The **Map** shows the **route** of the trip. You can navigate with the map by clicking **+** or **-** in the top-left corner. | ||
+ | |||
+ | The selected flight shows the arrow in green. Ferry leg shows the arrow in the light blue. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== CHECKLIST ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | |||
+ | **Sales checklist** on the trips/ | ||
+ | |||
+ | **Sales checklist** becomes available when the request is created, whether it is a regular fleet or subcharter. | ||
+ | |||
+ | It is possible to add extra items to the checklist by using the **'ADD ITEM' | ||
+ | |||
+ | 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: | ||
+ | |||
+ | ----------- | ||
+ | |||
+ | ==== PAX ==== | ||
+ | |||
+ | [{{ : | ||
+ | In this tab, you can add passengers on a flight. | ||
+ | |||
+ | You can choose either the PAX you already have in your Phonebook and add them in the " | ||
+ | |||
+ | In order to activate the PAX boxes in the " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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: | ||
+ | |||
+ | **If the trip is added in the Requests/ | ||
+ | |||
+ | If a passenger has more than 1 passport you can select which one should be used as default (in PAX profile mark a checkbox ' | ||
+ | __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 ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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 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) | ||
+ | |||
+ | |||
+ | ---------- | ||
+ | |||
+ | ==== MESSAGES ==== | ||
+ | |||
+ | In this section, you can add any messages regarding this particular trip/ | ||
+ | |||
+ | There are **2 buttons** available in this section: | ||
+ | |||
+ | * **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 to messages and quotations sent from Avinode | ||
+ | * **Email** - allows sending emails and receiving emails, as long as it is synchronised with a mailbox | ||
+ | |||
+ | === ADD INTERNAL MESSAGE === | ||
+ | [{{ : | ||
+ | |||
+ | **+ADD INTERNAL MESSAGE** function is there to allow communicating the stages of the process to the team. | ||
+ | |||
+ | 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 ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ------------- | ||
+ | |||
+ | ==== 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/ | ||
+ | |||
+ | ==== New Subcharter Quote ==== | ||
+ | [{{ : | ||
+ | ' | ||
+ | |||
+ | * **New subcharter request** - added using 'NEW QUOTE' button on the main ' | ||
+ | * **' | ||
+ | * **' | ||
+ | * **Subcharter in existing request** - quote on a subcharter added to an existing request: | ||
+ | * Click on a **+** next to the last aircraft tab | ||
+ | * Select the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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 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 ' | ||
+ | ---- | ||
+ | |||
+ | === Amenities === | ||
+ | |||
+ | It is possible to add **Amenities** when creating a quote on **Subcharter** aircraft. In the quote' | ||
+ | |||
+ | * **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 ' | ||
+ | |||
+ | ----------------- |