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This shows you the differences between two versions of the page.

--- leon:sales [2022/06/02 16:54]
rafal [Requests/Quotes]
+++ leon:sales [2023/07/28 17:33] (current)
rafal [Price Based]
@@ 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
+  * **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 42: / Line 43: @@
 Use **3** available fields on top of the page to filter the list of quotes:
-  * **Type to search** - you can type any part of the ID or Requester to find the quote. Additionally, you can search by the **Airport code** or **Routing**
+  * **Type to search** - you can type any part of the ID, Requester, or Representative to find the quote. Additionally, you can search by the **Airport code** or **Routing**
   * **Status** - Leon shows 'all' quotes by default - click to open the drop-down box and select the status to narrow down the list of quotes.
   * **Show** - you can filter by the following:
@@ Line 51: / Line 52: @@
     * **Sold only** - displays only booked requests (status BOOK)
     * **Updated in OPS** - displays the quotes with the changes applied in the OPS section but not updated in the 'Requests/Quotes'
-  * **Show also archived** - checkbox that allows displaying archived requests. The request is considered as 'Archived' if the status is set to either 'Rejected' or 'Done' or if the itinerary is scheduled before 'NOW'. 'Archived' requests are indicated on the list of requests by the grey bar on the left-hand side and the 'Archived' label underneath the status in the 'Status' column. The Requests list is checked every **6 hours** [{{ :leon:sales:rq-main:filter_option.png?200|'Filter' option}}]
+  * **Show also archived** - a checkbox that allows displaying archived requests. The request is considered as 'Archived' if the status is set to either 'Rejected' or 'Done' or if the itinerary is scheduled before 'NOW'. 'Archived' requests are indicated on the list of requests by the grey bar on the left-hand side and the 'Archived' label underneath the status in the 'Status' column. The Requests list is checked every **6 hours** [{{ :leon:sales:rq-main:filter_option.png?200|'Filter' option}}]
   * **FILTER** - allows filtering by:
     * **Assignees** - sales person(s) assigned to quotes
@@ Line 139: / Line 140: @@
 ==== Price Based ====
-[{{ :leon:sales:nq:new_rfq_switch.png?200|New request pop-up window}}]
+[{{ :leon:sales:nq:nq_-_with_trip_type.png?200|New request pop-up window}}]
 To **add a new quote** you need to perform the following steps:
@@ Line 152: / Line 153: @@
   * **'Representative'** - option to select the representative assigned to the requester
   * **'Min. category'** - a category of the aircraft on which the trip is requested, e.g. Heavy jet, Midsize jet, Piston, etc. This will allow searching for the subcharter flights in Avinode if needed. If the aircraft registration is selected, Leon will automatically select the lowest aircraft category
+  * **Trip Type** - selecting the trip type for the booked trip. By default, it is set to the 'Based on configuration' option, which is the default trip type set in the Fleet settings for quoted aircraft
   * **'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:nq_-_with_rotation_selection.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 370: / Line 384: @@
   - 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
-  - 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
   - INVOICE - an option to send an invoice to the client.
@@ Line 385: / Line 399: @@
 <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 ====
@@ Line 585: / Line 636: @@
 {{:leon:sales:invoice templates.png|}}
+The recipient address for invoice documents is automatically selected in the following order:
+  - Default recipient e-mail address set in General Settings / Sales
+  - Representative's billing e-mail
+  - Requester's billing e-mail
+  - Representative's work e-mail
+  - Requester's work e-mail
 Once it's all set up, edit the Quote that has already been **BOOKED**, click the button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show **Total price**.
@@ Line 744: / Line 802: @@
 ==== Quote pricing ====
-[{{ :leon:sales:quote details 2.png?200|Aircraft & Airport fees in the quote}}]
+[{{ :leon:sales:quote-update:rfq_-_change_pricing_quote_overview.png?200|Aircraft & Airport fees in the quote}}]
 There are **2** ways of creating price valuation: manual entering price for an entire quote and using a detailed price list for an aircraft and airports.
@@ Line 752: / Line 810: @@
 Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, a detailed price list shows automatically and an original **Avinode** price is always displayed next to it and can not be changed.
-Once you have added Request & Itinerary details and selected the aircraft, click {{:leon:sales:quote-update:select_pricing_button.png?nolink|}} button in a section **Quote** and Leon will add the quote with Aircraft Fees & Airport Fees (previously defined in the section [[leon:fees|Fees]]).
+Once you have added Request & Itinerary details and selected the aircraft, select one of the options in the **Pricing** section in order to change the default Aircraft Fees & Airport Fees (previously defined in the section [[leon:fees|Fees]]).
+{{:leon:sales:quote-update:rfq_-_change_pricing.png?nolink|{{:leon:sales:quote-update:select_pricing_button.png?nolink|}}
 In this section you can manage the price list:
@@ Line 858: / Line 918: @@
 If you tick the {{:leon:sales:Back to checkbox.png?nolink|}} checkbox and press any of the buttons in the 'Send email' window, Leon will revert to the list of Quotes. This setting will be saved so next time when you open an email window this checkbox will be already ticked.
 ------
+==== Changing the price in 'Price' quoting mode ====
+It is possible to amend the price in the 'Price' quoting mode.
+There are **two possible scenarios** when the final price is updated:
+  * **Price increased** - the value of the 'Extra Fee' element of the price list is added and recalculated automatically. If the original quote included both 'Extra Fee' and 'Discount' upon increasing the price these 2 elements are replaced by the new 'Extra Fee' element of the price list
+  * **Price reduced** - the value of the 'Discount' element of the price list is added and recalculated automatically. If the original quote included both 'Extra Fee' and 'Discount' upon reducing the price these 2 elements are replaced by the new 'Discount' element of the price list
+If the price increase/reduction are within the 'Extra Fee'/'Discount' elements values respectively, Leon only recalculates the value of the elements' price rather than replacing them.
+<html>
+<span style="color:red;font-size:150%;">Examples</span>
+</html>
+Below, there are examples presented for each of the scenarios.
+<html>
+<span style="color:navy;font-size:130%;">Price increased</span>
+</html>
+[{{ :leon:sales:price-change:pe_-_extra_fee.png?300|Price increased - Example 1}}]
+<html>
+<span style="color:green;font-size:120%;">Example 1</span>
+</html>
+In the screenshot on the right-hand side, the price is increased from €8600 to €9000.
+The 'Extra Fee' element of the price list was added and recalculated based on the new Final Price.
+[{{ :leon:sales:price-change:pe_-_discount_to_extra.png?300|Price increased - Example 2}}]
+<html>
+<span style="color:green;font-size:120%;">Example 2</span>
+</html>
+In the screenshot on the right-hand side, the price is increased from €8600 to €9100.
+Because the increase is higher (€600) than the value of the 'Discount' (€500), the 'Extra Fee' and the 'Discount' elements of the original price list are **replaced** by a single 'Extra Fee' element with the recalculated value.
+<html>
+<span style="color:navy;font-size:130%;">Price reduced</span>
+</html>
+[{{ :leon:sales:price-change:pe_-_discount.png?300|Price reduced - Example 1}}]
+<html>
+<span style="color:green;font-size:120%;">Example 1</span>
+</html>
+In the screenshot on the right-hand side, the price is reduced from €8600 to €8300.
+The 'Discount' element of the price list was added and recalculated based on the new Final Price.
+[{{ :leon:sales:price-change:pe_-_sxtra_to_discount.png?300|Price reduced - Example 2}}]
+<html>
+<span style="color:green;font-size:120%;">Example 2</span>
+</html>
+In the screenshot on the right-hand side, the price is reduced from €9100 to €8500.
+Because the reduction is higher (€600) than the value of the 'Extra Fee' (€500), the 'Extra Fee' element of the original price list is **replaced** by a single 'Discount' element with the recalculated value.
+--------------------
 ==== The Margin ====
@@ Line 1121: / Line 1243: @@
 [{{ :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'.
@@ Line 1136: / Line 1262: @@
 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 ===
@@ Line 1142: / Line 1268: @@
 [{{ :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.
@@ Line 1153: / Line 1279: @@
   * **Slots**
 [{{ :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'.
@@ Line 1162: / Line 1288: @@
 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.
+=== 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 1271: / Line 1430: @@
 <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 1277: / Line 1436: @@
 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 1331: / Line 1490: @@
 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 2 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 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
   * **MESSAGES** - possibility to reply directly to the Operator email (as long as it is available in the 'BASIC' tab)
   * **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 ===
@@ Line 1432: / Line 1604: @@
 Leon will also show 'Wifi' & 'Smoking' amenities for Subcharters downloaded from **Avinode**, which are defined in Avinode's section: Aircraft > Fleet edition > Update amenities.
+------------
+=== Services ===
+In this tab, it is possible to select and overview the suppliers of the services on the flights within the request.
+The services included are:
+  * **Handling ADEP** and **Handling ADES**
+  * **Catering**
+  * **PAX Transport ADEP** and **PAX Transport ADES**
+The providers of the services have to be selected manually.
 ----------------
+=== 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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