User Tools

Site Tools


leon:sales

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
leon:sales [2023/05/19 19:16]
rafal [Requests/Quotes]
leon:sales [2023/12/20 19:13] (current)
rafal [Price Based]
Line 140: Line 140:
 ==== 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:
Line 153: Line 153:
   * **'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. This depends on the **Positioning flights policy** setting in the [[leon:fleet-setup|Fleet]] > tab 'Sales' 
-[{{ :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'**
Line 801: Line 802:
 ==== 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.
Line 809: 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. 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:
leon/sales.1684523788.txt.gz · Last modified: 2023/05/19 19:16 by rafal