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leon:sales [2022/08/29 08:31]
marek [Requests/Quotes]
leon:sales [2022/12/27 18:23]
marek [MESSAGES]
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 <span style="color:red;font-size:90%;">EMAIL</span> <span style="color:red;font-size:90%;">EMAIL</span>
 </html> </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. This functionality allows you to send and receive emails directly into Leon and keep the track of your emails in one place.
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 Before you start using the functionality you need to: 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    - 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 
  
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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 ===
leon/sales.txt · Last modified: 2023/12/20 19:13 by rafal