User Tools

Site Tools


leon:trip

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
leon:trip [2022/05/20 10:44]
bartek
leon:trip [2022/11/07 20:42] (current)
rafal [Trip]
Line 1: Line 1:
 ====== Trip ====== ====== Trip ======
  
-[{{ :leon:schedule-trip:tab_trip_updated.png?nolink&200|A tab TRIP in OPS panel}}]+[{{ :leon:schedule-trip:trip_updated.png?200|A tab TRIP in OPS panel}}]
  
 In this section you can add or amend information relating to the whole trip such as: In this section you can add or amend information relating to the whole trip such as:
Line 14: Line 14:
   * **Extra Information** - these notes appear on Charter Contract and Flight Quotation documents.   * **Extra Information** - these notes appear on Charter Contract and Flight Quotation documents.
   * **Client** - you can choose a client from Phonebook. Once the client is chosen you can also choose **Representative**. This information will show in **Flight brief** and **Charter Contract**.   * **Client** - you can choose a client from Phonebook. Once the client is chosen you can also choose **Representative**. This information will show in **Flight brief** and **Charter Contract**.
 +  * **Customer service assignee** - sales person assigned to the trip in the OPS section. It could also be the 'Assignee' to the quote in the 'Requests/Quotes' section, considering the trip was booked from the 'Requests/Quotes'. IMPORTANT!!! If the 'Customer service assignee' is updated in the OPS section, it will not update the 'Assignee' on the quote in the 'Requests/Quotes' section
   * **Marketplace** - select a company through which you made a deal with the client.   * **Marketplace** - select a company through which you made a deal with the client.
   * **Take off and landing emails** - specifies recipients for movement email with 'Client' or 'Client representative' option.   * **Take off and landing emails** - specifies recipients for movement email with 'Client' or 'Client representative' option.
leon/trip.txt · Last modified: 2022/11/07 20:42 by rafal