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leon:sales [2022/05/06 17:15] rafal |
leon:sales [2022/09/23 15:11] rafal [New Subcharter Quote] |
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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. |
+ | * **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** | * **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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- 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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When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/ | ||
- | In order to use subcharter | + | ==== New Subcharter Quote ==== |
+ | [{{ : | ||
+ | ' | ||
- | The subcharter details edit window is divided into 2 tabs: | + | * **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 | * **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 ' | * **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 | ||
+ | * **DOCUMENTS** - possibility to upload aircraft documents | ||
=== Price === | === Price === | ||
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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 ==== | ||