Differences

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--- leon:sales [2022/07/29 14:01]
rafal [Subcharter]
+++ leon:sales [2023/03/09 20:36]
rafal [OPS & CREW]
@@ 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 1294: / Line 1295: @@
 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.
+=== SHARING TRIP USING LINK ===
+[{{ :leon:sales:share_trip_using_link.png?300|Sharing trip using link}}]
+It is also possible to **share the trip details via email using link**.
+This option is also available in the 'OPS & CREW' tab upon clicking on the **SHARE THE TRIP** button.
+Clicking on this button will open a pop-up 'Share the trip' email window in which the following sharing options are available:
+  * **Handling**
+  * **Crew**
+  * **Overflight permits**
+  * **Slots**
+  * **Ferry legs**
+Additionally, the **Apply these settings to future buyer quotes** option is available to save settings for future emails.
 --------
@@ Line 1402: / Line 1420: @@
 <span style="color:red;font-size:90%;">EMAIL</span>
 </html>
-<box>**In order to be able to send and receive emails in 'MESSAGES' section, the generic mailbox has to be configure by Leon Team. Please contact [[support@leonsoftware.com]] for the details required to perform the configuration.**</box>
+<box>**In order to be able to send and receive emails in 'MESSAGES' section, the generic mailbox has to be configure by Leon Team. Please contact us via [[http://support.leonsoftware.com/|Customer Portal]] for the details required to perform the configuration.**</box>
 This functionality allows you to send and receive emails directly into Leon and keep the track of your emails in one place.
@@ Line 1408: / Line 1426: @@
 Before you start using the functionality you need to:
-  - Contact [[support@leonsoftware.com]] in order to configure a generic mailbox with Leon
+  - Contact us via [[http://support.leonsoftware.com/|Customer Portal]] in order to configure a generic mailbox with Leon
   - Create an additional 'Sales Panel Message' email template in the 'Email Templates' section, subsection 'Other'. This will allow you to send an email directly from the 'MESSAGES' section
@@ Line 1462: / Line 1480: @@
 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:
+  * **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 2 tabs:
+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
@@ Line 1470: / Line 1499: @@
   * **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 ===

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