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leon:sales [2022/06/16 06:02]
rafal [Subcharter]
leon:sales [2022/08/29 08:31]
marek [Requests/Quotes]
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 The main page displays several columns: The main page displays several columns:
-[{{ :leon:sales:rq-main:RQ20.png?200|Requests/Quotes - the view on the list of quotes}}]+[{{ :leon:sales:rq-with_avinode_download.png?200|Requests/Quotes - the view on the list of quotes}}]
  
   * **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's name, Leon displays the Base to which the quote is assigned in the quote edit section   * **Assignee** - first person who is editing unread RFQ and designated to work with the quote. Underneath the person's name, Leon displays the Base to which the quote is assigned in the quote edit section
-  * **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's currency) from the booked quotes - from the last 90 days   * **Broker revenue** - the sum of prices (in operator's currency) from the booked quotes - from the last 90 days
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   * **'Aircraft'** - selecting aircraft on which the request should be performed. Only operator aircraft available in the dropdown list   * **'Aircraft'** - selecting aircraft on which the request should be performed. Only operator aircraft available in the dropdown list
   * **'Add positionings automatically:'** - ticking the checkbox will automatically add the positioning legs     * **'Add positionings automatically:'** - ticking the checkbox will automatically add the positioning legs  
 +[{{ :leon:sales:nq:new_rfq_-_multileg.png?300|'One Way or Multi Leg' and 'Round Trip' options in 'New Quote'}}]
 +  * **Flight rotation selection options**:
 +    * **'One Way or Multi Leg'**
 +      * adding legs with PAX and using **+** to add multiple legs
 +    * **'Round Trip'**
 +      * 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
 +
   * **'Schedule section'** - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX  [{{ :leon:sales:nq:nq_price_-_v1.png?200|New request editing window}}]. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary in the Calendar view as well as on the map (Tab 'MAP'). If the aircraft is selected, the 'CALENDAR' tab will also display the positioning legs. You can also select **'TBA' checkbox** which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date.   * **'Schedule section'** - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX  [{{ :leon:sales:nq:nq_price_-_v1.png?200|New request editing window}}]. 'GCD(NM)' will be calculated automatically. Leon will display the itinerary in the Calendar view as well as on the map (Tab 'MAP'). If the aircraft is selected, the 'CALENDAR' tab will also display the positioning legs. You can also select **'TBA' checkbox** which will allow inserting the schedule without having to indicate 'Departure'/'Arrival Time'. In this case, the itinerary will display on the Calendar underneath the flight date.
  
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   - OPTION - click to add the trip to the OPS page with the status 'Option'.   - OPTION - click to add the trip to the OPS page with the status 'Option'.
   - 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 'Confirmed'.+  - BOOK - click to add the trip to the OPS page with the status 'Confirmed'It is possible to **select the trip type** when booking the quote
   - 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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 <box>When working with Avinode requests you can **accept or reject** selected quotes, instead of rejecting all quotes in the request you are managing. In other words, you can accept (click QUOTE and sending email means accepting the quote), or reject quotes (click REJECT) inside Avinode request **independently**. You can also send to Avinode your own quote if only the aircraft assigned to it exists in Avinode. All quotes sent to Avinode can be also rejected if needed. For quotes sent to Avinode aircraft change is not available.</box> <box>When working with Avinode requests you can **accept or reject** selected quotes, instead of rejecting all quotes in the request you are managing. In other words, you can accept (click QUOTE and sending email means accepting the quote), or reject quotes (click REJECT) inside Avinode request **independently**. You can also send to Avinode your own quote if only the aircraft assigned to it exists in Avinode. All quotes sent to Avinode can be also rejected if needed. For quotes sent to Avinode aircraft change is not available.</box>
-----+[{{ :leon:sales:due-date:due_date_-_agreement_with_option_email.png?300|'Due date' in the Contact email}}] 
 +<html> 
 +<span style="color:red;font-size:150%;">Selecting Due date for Options</span> 
 +</html> 
 + 
 +It is possible to set up a **due date and time** when creating a non-confirmed trip (an 'Option'). 
 + 
 +The Option can be created in 2 ways: 
 + 
 +  * by selecting the 'OPTION' status in the request edit and booking the option, or 
 +  * by selecting the 'CONTRACT' status and ticking the 'Create non confirmed trip in ops module' checkbox when sending the contract. Checkbox availability subject to the Sales Module settings 
 + 
 +Both 'OPTION' and 'CONTRACT' windows have the 'Due __date time__' options available. 
 + 
 +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 'Option' to 'Canceled'** 
 + 
 +{{:leon:sales:due-date:due_date_-_status_change_in_sales.png?nolink|}} 
 + 
 +**2. The notion booked in OPS is also deleted** 
 + 
 +{{:leon:sales:due-date:due_date_-_canceled_in_ops.png?nolink|}} 
 + 
 + 
 +Additionally, the relevant columns in the **Report Wizard**, scope 'Quote', display the **status as 'CANCELED'** and **Cancelled by: Buyer**. 
 + 
 +{{:leon:sales:due-date:due_date_-_report_wizard.png?nolink|}} 
 + 
 +It is possible to set up the **due date by default**. More information can be found in the [[leon:sales-module-tab-in-general-settings|'Sales Module' in 'General settings']] section. 
 + 
 +-------
  
 ==== Itinerary details ==== ==== Itinerary details ====
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 [{{ :leon:sales:ops-and-crew:ops_and_crew.png?300|'OPS & CREW' tab in quote edit section}}] [{{ :leon:sales:ops-and-crew:ops_and_crew.png?300|'OPS & CREW' tab in quote edit section}}]
-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 **'Sales - OPS & Crew tab'** to 'VIEW'. The tab can be **activated** by switchin the privilege **'Sales - OPS & Crew tab'** to 'VIEW'.
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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 in mind.
  
 === SHARING === === SHARING ===
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 [{{ :leon:new-phonebook:np_-_share_from_opscrew.png?300|'Sharing' settings in the 'OPS&CREW' tab}}] [{{ :leon:new-phonebook:np_-_share_from_opscrew.png?300|'Sharing' settings in the 'OPS&CREW' tab}}]
  
-**SHARING** tab allows selecting the data that are to be shared with a buyer in the 'OPS&CREW' tab in the edit request section.+**SHARING** tab allows selecting the data that are to be shared with a requester of subcharter in the 'OPS&CREW' tab in the edit request section.
  
 It is possible to **select the trip data directly in the 'OPS&CREW' tab** by clicking on the 'EDIT SETTINGS' button. It is possible to **select the trip data directly in the 'OPS&CREW' tab** by clicking on the 'EDIT SETTINGS' button.
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   * **Slots**   * **Slots**
 [{{ :leon:new-phonebook:np_-_sharing_tab.png?300|'SHARING' tab}}] [{{ :leon:new-phonebook:np_-_sharing_tab.png?300|'SHARING' tab}}]
-Apart from the trip data, it is also possible to apply the settings to the future buyer quote by selecting the relevant checkbox.+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' to 'SHARED'. Once the sharing details are saved, the **Trip data sharing status** will change from 'NOT SHARED' to 'SHARED'.
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 Once the details are selected and saved, the 'Trip data sharing status' will switch to 'SHARED' in the 'OPS&CREW' tab. Once the details are selected and saved, the 'Trip data sharing status' will switch to 'SHARED' in the 'OPS&CREW' tab.
  
 +__**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 'Share' function to work**:
 +
 +  * both operators have to use the 'Requests/Quotes' module in Leon
 +  * the trip has to be booked by the provider of the subcharter ('Operator B' in our case)
 +
 +
 +If 'Operator A' requests the subcharter from the 'Operator B', and subsequently 'Operator B' confirms the subcharter and books the trip within Leon, 'Operator B' is also able to select the data that will be shared with the 'Operator A'.
 +
 +Once the data to share is selected on a booked trip by the 'Operator B', 'Operator A' will see, but not edit, this data in the 'OPS & CREW' tab on this particular subcharter. This will allow following the progress of the subcharter.
  
 -------- --------
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 ---------------- ----------------
 +=== Documents ===
 +
 +It is possible to upload the documents to the subcharter aircraft.
 +
 +These could be the documents provided by the subcharter aircraft operator.
 +[{{ :leon:sales:subcharter:subcharter_-_documents_tab.png?300|'Documents' tab in the Subcharter}}]
 +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/overwritten. This is the only **mandatory** field
 +    * **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:
 +
 +  * {{:leon:sales:subcharter:documents_-_preview.png?nolink|}} - this action button allows to preview the uploaded document
 +  * {{:leon:sales:subcharter:documents_-_change.png?nolink|}} - this action button allows changing the previously uploaded document with the new one
 +  * {{:leon:sales:subcharter:documents_-_hyphen.png?nolink|}} - this action button allows removing the Aircraft document details as well as the file
 +
 +<box>**Once the documents have been uploaded to the subcharter aircraft, they will be automatically available on any further subcharter flights performed on the same aircraft**</box>
 +
 +------
 ==== SCHEDULE UPDATE ==== ==== SCHEDULE UPDATE ====
  
leon/sales.txt · Last modified: 2023/12/20 19:13 by rafal