Differences

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--- leon:sales [2022/07/08 17:52]
rafal [Requests/Quotes]
+++ leon:sales [2022/08/29 08:31]
marek [Requests/Quotes]
@@ Line 12: / Line 12: @@
 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.
@@ Line 28: / Line 28: @@
   * **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
-  * **Quote** - list of possible aircraft quotes with prices - the lowest price is always on top. Next to the aircraft registration, the **Ferry flight time/PAX flight time** details are displayed. 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%'
+  * **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**
   * **Broker revenue** - the sum of prices (in operator's currency) from the booked quotes - from the last 90 days
@@ Line 154: / Line 155: @@
   * **'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
+[{{ :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.
@@ Line 1568: / Line 1581: @@
 ----------------
+=== 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 ====

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