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leon:sales [2023/03/09 20:36] rafal [OPS & CREW] |
leon:sales [2023/12/20 19:13] (current) rafal [Price Based] |
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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, | + | * **Type to search** - you can type any part of the ID, Requester, or Representative |
* **Status** - Leon shows ' | * **Status** - Leon shows ' | ||
* **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 ' | * **Updated in OPS** - displays the quotes with the changes applied in the OPS section but not updated in the ' | ||
- | * **Show also archived** - checkbox that allows displaying archived requests. The request is considered as ' | + | * **Show also archived** - a checkbox that allows displaying archived requests. The request is considered as ' |
* **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 ==== | ||
- | [{{ : | + | [{{ : |
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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* **' | * **' | ||
* **' | * **' | ||
+ | * **Trip Type** - selecting the trip type for the booked trip. By default, it is set to the 'Based on configuration' | ||
* **' | * **' | ||
- | * **'Add positionings automatically:' | + | * **'Add positionings automatically:' |
- | [{{ : | + | [{{ : |
* **Flight rotation selection options**: | * **Flight rotation selection options**: | ||
* **'One Way or Multi Leg'** | * **'One Way or Multi Leg'** | ||
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{{: | {{: | ||
+ | |||
+ | The recipient address for invoice documents is automatically selected in the following order: | ||
+ | - Default recipient e-mail address set in General Settings / Sales | ||
+ | - Representative' | ||
+ | - Requester' | ||
+ | - Representative' | ||
+ | - Requester' | ||
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 ==== | ||
- | [{{ : | + | [{{ : |
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, | + | Once you have added Request & Itinerary details and selected the aircraft, |
+ | |||
+ | {{: | ||
In this section you can manage the price list: | In this section you can manage the price list: |