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leon:sales [2020/07/01 13:41] rafal [Invoice] |
leon:sales [2020/08/03 06:59] bartek [MESSAGES] |
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The main page displays a several columns: | The main page displays a several columns: | ||
- | [{{ : | + | [{{ : |
* **ID** - quote request ID. | * **ID** - quote request ID. | ||
* **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed. | * **Status** - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed. | ||
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* **Assignee** - first person who is editing unread RFQ and designated to work with the quote. | * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. | ||
* **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. | * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. | ||
- | * **Column** - Leon displays all comments added in the quote' | + | * **Messages** - Leon displays all comments added in the quote' |
- | * **Action** - hover the mouse over and select trash-icon to delete the quote. You can also mark the quote as ' | + | * **Action** - hover the mouse over and there are **3 icons** available: **Trash |
In the top-right corner there is a {{: | In the top-right corner there is a {{: | ||
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* **Status** - Leon shows ' | * **Status** - Leon shows ' | ||
* **Show** - you can filter the Requests with unread comments by switching from ' | * **Show** - you can filter the Requests with unread comments by switching from ' | ||
+ | |||
+ | |||
+ | It is also possible to **sort the requests** by: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
By clicking any part of the quote Leon gets displayed the **quote edition** page. | By clicking any part of the quote Leon gets displayed the **quote edition** page. | ||
---- | ---- | ||
+ | ===== Avinode ===== | ||
+ | ==== Empty legs from Avinode ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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 **' | ||
+ | |||
+ | Request sent from Avinode will show on the list as a new request with ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---------------- | ||
+ | ==== Rejecting requests from the list ==== | ||
+ | [{{ : | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is possible to reject requests directly from the list of requests. | ||
+ | |||
+ | This applies to requests received via **Avinode**, | ||
+ | |||
+ | 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 | ||
+ | - **' | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | |||
+ | |||
+ | --------- | ||
===== Managing the RFQ ===== | ===== Managing the RFQ ===== | ||
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If you click on this icon Leon will display **Feasibility check information** window which provides specific warning details as presented in the screenshot - all warnings, cautions and notices enabled in Leon, plus the information if on the day of the quote (departure day) no **minimum crew** (defined in the aircraft profile for cockpit & cabin) have been assigned with the **Duty on the aircraft** (registration or type - depending on Duties Setup configuration). Also, a caution **FTL close to limit for Cockpit/ | If you click on this icon Leon will display **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/ | ||
- | === Changes | + | === Modifying timeframes |
- | **1**. When changing **Block time** of the flight, Leon will automatically | + | **1**. When changing **Block time** of the flight, Leon will **NOT** |
{{: | {{: | ||
**2**. When changing **Flight time** of the flight, Leon will change **Block time** automatically and will keep initial Taxi times. | **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. | ||
--------- | --------- | ||
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Click **DOWNLOAD** icon to preview the template before sending it out. | Click **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 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, Invoice pop-up will allow to switch between tails and define Invoice items accordingly. | If the quote is created for more than one aircraft, Invoice pop-up will allow to switch between tails and define Invoice items accordingly. | ||
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If you tick the {{: | If you tick the {{: | ||
+ | ------ | ||
+ | |||
+ | [{{ : | ||
+ | ==== Find subcharter/ | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | If a request comes from **Avinode**, | ||
+ | |||
+ | **The process is quite simple:** | ||
+ | |||
+ | - Edit Avinode request in ' | ||
+ | - Click on {{: | ||
+ | - You will get redirected to Avinode search engine where the list of available offers by different sellers will be displayed | ||
+ | |||
+ | |||
+ | < | ||
---- | ---- | ||
+ | ==== Cloning requests ==== | ||
+ | [{{ : | ||
+ | |||
+ | 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 {{: | ||
+ | - In the pop-up window (screenshot on the right-hand side) select ' | ||
+ | - **Cloned request** is opened, automatically saved and the person cloning it is selected as an ' | ||
+ | |||
+ | The cloned request will always be displayed **at the top** of the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **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 **' | ||
+ | * Comments/ | ||
+ | * Old Client' | ||
+ | * Checklists | ||
+ | * Trip number if the source request is with the status ' | ||
+ | * Assignee | ||
+ | It is possible to clone a request from **Avinode**. The outcome of this operation will be a **Leon** quote. | ||
+ | ------- | ||
==== CO2 Emission ==== | ==== CO2 Emission ==== | ||
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==== CALENDAR ==== | ==== CALENDAR ==== | ||
- | [{{ : | + | [{{ : |
The quote itinerary/ | The quote itinerary/ | ||
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==== CHECKLIST ==== | ==== CHECKLIST ==== | ||
- | [{{ : | + | [{{ : |
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It is not possible to service the Sales Checklist from the OPS view if the trip/ | It is not 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 OPS checklist in the Requests/ | It is also not possible to service OPS checklist in the Requests/ | ||
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==== PAX ==== | ==== PAX ==== | ||
- | [{{ : | + | [{{ : |
In this tab, you can add passengers on a flight. | In this tab, you can add passengers on a flight. | ||
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==== NOTES ==== | ==== NOTES ==== | ||
- | [{{ : | + | [{{ : |
- | In this section, you can add OPS and Sales notes. | + | In this section, you can add notes for trips on the regular aircraft as well as the subcharter. |
+ | |||
+ | 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. | 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/ | + | The OPS and Sales notes will be available and can be edited both in Requests/ |
+ | |||
+ | **OPS and Sales Notes are not available in 2 instances: | ||
+ | |||
+ | * **Subcharter flights** | ||
+ | * **Trip that is not booked** | ||
+ | |||
---------- | ---------- | ||
- | ==== COMMENTS | + | ==== MESSAGES |
- | [{{ : | + | [{{ : |
+ | [{{ : | ||
- | In this section, you can add any comments | + | In this section, you can add any messages |
- | In order to add a comment you need to click on {{:leon: | + | There are **2 buttons** available in this section: |
- | Comments | + | * **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 | ||
+ | |||
+ | Once you added a message press {{: | ||
+ | |||
+ | Messages | ||
<span style=" | <span style=" | ||
</ | </ | ||
- | Once the comment | + | 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 **' | ||
+ | |||
+ | Once the message | ||
- | It is also possible to **edit** or **delete** the comment. In order to do that, click on **...** on the right-hand side of the existing | + | 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 |
- | {{: | + | {{: |
------------- | ------------- | ||
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==== SUBCHARTER ==== | ==== SUBCHARTER ==== | ||
- | [{{ : | + | [{{ : |
When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | ||
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You can send **Flight Quotations** containing normal and subcharter quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon: | You can send **Flight Quotations** containing normal and subcharter quotes. You can send subcharter **Contract** and **Flight Brief** for subchaters using documents templates which can be customized from [[leon: | ||
- | |||
- | [{{ : | ||
{{: | {{: | ||
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==== AIRPORT CHARGES ==== | ==== AIRPORT CHARGES ==== | ||
- | [{{ : | + | [{{ : |
This is not a default tab and needs to be activated in the **Add-ons** section. More information about the ' | This is not a default tab and needs to be activated in the **Add-ons** section. More information about the ' |