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leon:sales [2022/07/27 20:23]
rafal [Price Based]
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:
-[{{ :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. 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**   * **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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 When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/QUOTES** allows supporting quoting for external aircraft types with Subcharter option. When you use occasionally subcharter aircraft from another operator, our panel **REQUESTS/QUOTES** allows supporting quoting for external aircraft types with Subcharter option.
  
-In order to use subcharter option create a quote (or edit the existing ones) and in the **Aircraft** drop-down box select 'Subcharter' - insert the price, add schedule details (or mark times as 'TBA').+==== New Subcharter Quote ==== 
 +[{{ :leon:sales:subcharter:sub_-_new_method_of_adding.png?200|Adding new subcharter request}}] 
 +'Subcharter' requests can be added in two ways:
  
-The subcharter details edit window is divided into tabs:+  * **New subcharter request** - added using 'NEW QUOTE' button on the main 'Requests/Quotes' view. In this case, the aircraft is not selected in the 'New quote' window and the subcharter quote is created using either of two options:  
 +    * **'CREATE A SUBCHARTER QUOTE'** - created directly in Leon, subcharter details known at this stage 
 +    * **'FIND SUBCHARTER/COMPARE PRICE'** - requesting subcharter from Avinode marketplace 
 +  * **Subcharter in existing request** - quote on a subcharter added to an existing request: 
 +    * Click on a **+** next to the last aircraft tab 
 +    * Select the 'Subcharter' option to add a quote on a subcharter 
 + 
 +{{:leon:sales:subcharter:sub_-_new_method_additng_to_existing.png?nolink|}} 
 + 
 +The subcharter details edit window is divided into 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
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   * **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   * **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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 ---------------- ----------------
 +=== 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