Differences

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

--- leon:sales [2020/05/22 14:45]
rafal [Invoice]
+++ leon:sales [2020/07/01 13:41]
rafal [Invoice]
@@ 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:RQ1.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.
+  * **Column** - 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 select trash-icon to delete the quote. You can also mark the quote as 'Read' or 'Unread' by clicking on the envelope.
@@ 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'
 By clicking any part of the quote Leon gets displayed the **quote edition** page.
@@ Line 39: / Line 41: @@
 ===== 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 60: @@
   * **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 122: @@
 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 147: @@
   - {{: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.
+=== Changes in modifying schedule ===
+**1**. When changing **Block time** of the flight, Leon will automatically change **Flight time** by the same value and will also show a tooltip with a question, whether it should be departure or arrival time should be updated.
+{{: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.
 ---------
@@ Line 148: / Line 184: @@
 ==== Invoice ====
-[{{ :leon:sales:Invoice popup 2.png?200|Defining an Invoice details & templates}}]
+[{{ :leon:sales:Invoice popup 3.png?200|Defining an Invoice details & templates}}]
 [{{ :leon:sales:Invoice Leon default 2.png?200|Leon default Invoice pdf template}}]
@@ Line 178: / Line 214: @@
 **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 684: / Line 733: @@
 **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.
@@ Line 731: / Line 782: @@
 ==== COMMENTS ====
-[{{ :leon:sales:COMMENTS.png?200|Comments section}}]
+[{{ :leon:sales:Comments - Avinode 2.png?200|Comments section}}]
 In this section, you can add any comments regarding this particular trip/quotation.
 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.
+Comments 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>.
 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**.

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