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leon:sales [2022/04/07 08:41] rafal [SUMMARY] |
leon:sales [2022/08/01 06:31] rafal [Requests/Quotes] |
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The main page displays several columns: | The main page displays several columns: | ||
- | [{{ : | + | [{{ : |
* **ID** - quote request ID. | * **ID** - quote request ID. | ||
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* **Updated** - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon). | * **Updated** - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon). | ||
* **Assignee** - first person who is editing unread RFQ and designated to work with the quote. Underneath the person' | * **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 | + | * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. Next to the aircraft registration, |
* **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** | * **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' | * **Broker revenue** - the sum of prices (in operator' | ||
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* **Owner requests** - displaying trips requested by the owner in the Owner App (' | * **Owner requests** - displaying trips requested by the owner in the Owner App (' | ||
* **Sold only** - displays only booked requests (status BOOK) | * **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** - checkbox that allows displaying archived requests. The request is considered as ' | * **Show also archived** - checkbox that allows displaying archived requests. The request is considered as ' | ||
* **FILTER** - allows filtering by: | * **FILTER** - allows filtering by: | ||
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* **' | * **' | ||
* **'Add positionings automatically:' | * **'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 | ||
+ | |||
* **' | * **' | ||
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{{: | {{: | ||
-------- | -------- | ||
- | ==== Flight time calculations from Aviapages ==== | ||
- | It is possible to download the flight time calculations from Aviapages in the ' | ||
- | |||
- | Flight time calculations from Aviapages **include factors** such as the aircraft type, weather, distance amongst others. | ||
- | |||
- | In order to use this functionality, | ||
- | |||
- | __**How it works**__ | ||
- | [{{ : | ||
- | [{{ : | ||
- | |||
- | After the integration is activated, {{: | ||
- | |||
- | Clicking on {{: | ||
- | |||
- | Additionally, | ||
- | |||
- | Clicking on {{: | ||
- | |||
- | * Positioning legs (before and after the requested schedule) - both arrival and departure can be updated since it depends on the rotation time | ||
- | * Request added based on the Departure - arrival time will be updated | ||
- | * Request added based on the Arrival - departure time will be updated | ||
- | * Block time is automatically recalculated | ||
- | |||
- | < | ||
- | |||
- | === Exclusion zones === | ||
- | |||
- | [{{ : | ||
- | |||
- | It is also possible to indicate the **exclusion zones** - countries over which the aircraft should not be flying. | ||
- | |||
- | Once the exclusion zones are selected, the **flight time calculations in Aviapages** (' | ||
- | |||
- | The exclusion zones can be indicated in **3 sections** in Leon: | ||
- | |||
- | * **Client profile** - ' | ||
- | {{: | ||
- | |||
- | * **Fleet** - ' | ||
- | {{: | ||
- | |||
- | * **General Settings** - ' | ||
- | {{: | ||
- | |||
- | --------- | ||
- | ==== Flight time calculations from RouteFinder ==== | ||
- | [{{ : | ||
- | |||
- | **RouteFinder** flight times calculations option is available, like the ' | ||
- | |||
- | ' | ||
- | |||
- | The flight time is calculated automatically when selecting the ' | ||
- | |||
- | It is possible to calculate based on **Trafic flow restrictions**. If the **Trafic flow restrictions** parameter is set to **' | ||
- | |||
- | ' | ||
- | |||
- | If an **aircraft type is not available** in the ' | ||
- | |||
- | **Once the ' | ||
- | |||
- | ' | ||
- | --------------- | ||
- | ==== Flight time calculations from Avinode ==== | ||
- | |||
- | {{ : | ||
- | |||
- | It is possible to download the flight time calculations from Avinode in the ' | ||
- | |||
- | This option require contacting [[http:// | ||
- | |||
- | After the option is activated, {{: | ||
- | |||
- | Clicking on the button will open a pop-up **' | ||
- | |||
- | Additionally, | ||
- | |||
- | ----- | ||
- | ==== Flight time calculations based on Historical Flights ==== | ||
- | [{{ : | ||
- | Flight times calculations based on the **Historical flights** is available, as a third option, under {{: | ||
- | |||
- | This option **calculates the flight times based on** the specific routes performed on selected aircraft types within a specific timeframe. | ||
- | |||
- | The calculation is based on at least 4 flights on the type scheduled closest to the date of the flight that is being calculated. For example, if the trip is scheduled in the 21st week, Leon searches for a minimum of 4 flights within the weeks surrounding week 21, in the following order: 21, 20, 22, 19, 23, 18, 24, and so on. Until it finds enough data to perform the calculations. Leon takes the last 4 years worth of flights on the type throughout all the operators. | ||
- | |||
- | |||
- | The final value is calculated as the sum of all matching flights divided by the number of flights. Additionally, | ||
- | |||
- | Hovering the mouse over the calculated flight time value will display the information on the number of the flights used and the value of deviation in the following format: | ||
- | |||
- | **Based on X flights, +-hh:mm**, i.e. **Based on 5 flights, +-00:06** | ||
- | |||
- | If Leon is unable to calculate the flight time, **Data not available** information will display. | ||
- | |||
- | **Once the flight times are applied to the itinerary, the prices within the quote will recalculate automatically.** | ||
- | |||
- | Fight time calculations based on the Historical flights are not available to subcharter aircraft. | ||
- | -------------- | ||
- | ==== Flight time calculations based on Aircraft Performance Model ==== | ||
- | [{{ : | ||
- | |||
- | **Aircraft performance model** option is available under {{: | ||
- | |||
- | ' | ||
- | |||
- | This option can be used to compare three other methods of calculating flight time available in Leon. | ||
- | |||
- | It can also be used if the flight times have been amended by editing the itinerary or by using another method and have to be reverted to the original timeframes. | ||
- | |||
- | -------------- | ||
- | ==== Flight time calculations based on Historical Quotes ==== | ||
- | [{{ : | ||
- | |||
- | **Historical Quotes** option is available under {{: | ||
- | |||
- | This model of calculations takes into consideration the following: | ||
- | |||
- | * only flights within own quotes | ||
- | * last quote on the same aircraft and route as in the calculated quote | ||
- | * all statuses apart from ' | ||
- | |||
- | If the flight is with PAX, Leon searches for the flights with the same number of PAX. If Leon is unable to find it, then the flight time is taken from the flight on the same route but with a different number of PAX. | ||
- | |||
- | -------------- | ||
==== Auto update of the booked trips ==== | ==== Auto update of the booked trips ==== | ||
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- OPTION - click to add the trip to the OPS page with the status ' | - OPTION - click to add the trip to the OPS page with the status ' | ||
- CONTRACT - shows a new window for Charter Agreement document sending. 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 | - 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 ' | + | - 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 | - 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. | - INVOICE - an option to send an invoice to the client. | ||
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< | < | ||
- | ---- | + | [{{ : |
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | It is possible to set up a **due date and time** when creating a non-confirmed trip (an ' | ||
+ | |||
+ | The Option can be created in 2 ways: | ||
+ | |||
+ | * by selecting the ' | ||
+ | * by selecting the ' | ||
+ | |||
+ | Both ' | ||
+ | |||
+ | Once the email is sent and the date and time are selected, it gives the indication of by when the Client should reply. If there is no reply, both the request, as well as the booked option, are cancelled. | ||
+ | |||
+ | __**EXAMPLE**__ | ||
+ | |||
+ | The email is sent with the date as per the screenshot on the right. | ||
+ | |||
+ | If the response is not received by the date and time the following happens: | ||
+ | |||
+ | **1. Quote status changes from ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **2. The notion booked in OPS is also deleted** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | Additionally, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is possible to set up the **due date by default**. More information can be found in the [[leon: | ||
+ | |||
+ | ------- | ||
==== Itinerary details ==== | ==== Itinerary details ==== | ||
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There are **2 buttons** available to manage the quote: | There are **2 buttons** available to manage the quote: | ||
- | * **RECALCULATE** | + | * **RECALCULATE** |
- | * **CHANGE PRICING** - should be used when you'd like to recalculate on a different ' | + | * **CHANGE PRICING** - should be used when you'd like to recalculate on a different ' |
=== ' | === ' | ||
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If you tick the {{: | 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 ==== | ==== The Margin ==== | ||
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[{{ : | [{{ : | ||
- | This section is designed for Sales Teams to have a quick overview of the progress of the basic dispatch elements of the booked trip. | + | |
+ | 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 **' | The tab can be **activated** by switchin the privilege **' | ||
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The details in this section are **not editable**. | The details in this section are **not editable**. | ||
- | This tab is also applicable on the **subcharter** flights. | + | This tab is mainly designed with the **subcharter** flights |
=== SHARING === | === SHARING === | ||
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[{{ : | [{{ : | ||
- | **SHARING** tab allows selecting the data that are to be shared with a buyer in the ' | + | **SHARING** tab allows selecting the data that are to be shared with a requester of subcharter |
It is possible to **select the trip data directly in the ' | It is possible to **select the trip data directly in the ' | ||
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* **Slots** | * **Slots** | ||
[{{ : | [{{ : | ||
- | Apart from the trip data, it is also possible to apply the settings to the future | + | Apart from the trip data, it is also possible to apply the settings to the future |
Once the sharing details are saved, the **Trip data sharing status** will change from 'NOT SHARED' | Once the sharing details are saved, the **Trip data sharing status** will change from 'NOT SHARED' | ||
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Once the details are selected and saved, the 'Trip data sharing status' | 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 ' | ||
-------- | -------- | ||
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* **MESSAGES** - possibility to reply directly to the Operator email (as long as it is available in the ' | * **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 | * **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 | ||
=== Price === | === Price === | ||
- | [{{ : | + | [{{ : |
The ' | The ' | ||
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=== Basic === | === Basic === | ||
- | [{{ : | + | [{{ : |
In a subcharter ' | In a subcharter ' | ||
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Leon will also show ' | 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 ==== | ==== SCHEDULE UPDATE ==== | ||