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leon:sales [2022/07/27 20:23]
rafal [Price Based] 		leon:sales [2023/07/28 17:33] (current)
rafal [Price Based]
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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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 Use **3** available fields on top of the page to filter the list of quotes:  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.   * **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:   * **Show** - you can filter by the following:
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     * **Sold only** - displays only booked requests (status BOOK)     * **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'     * **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:   * **FILTER** - allows filtering by:
     * **Assignees** - sales person(s) assigned to quotes     * **Assignees** - sales person(s) assigned to quotes
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 ==== Price Based ==== ==== 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: To **add a new quote** you need to perform the following steps:
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   * **'Representative'** - option to select the representative assigned to the requester   * **'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    * **'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   * **'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     * **'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'}}]+[{{ :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**:   * **Flight rotation selection options**:
     * **'One Way or Multi Leg'**     * **'One Way or Multi Leg'**
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 {{:leon:sales:invoice templates.png|}} {{: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**. 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**.
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 ==== Quote pricing ==== ==== 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. 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.
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 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. 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: In this section you can manage the price list:
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 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. 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.
 +
  
 -------- --------
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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 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   * **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.1658953398.txt.gz · Last modified: 2022/07/27 20:23 by rafal

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