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leon:trip [2019/03/02 08:49]
ksenia 		leon:trip [2022/11/07 20:42] (current)
rafal [Trip]
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 ====== Trip ====== ====== Trip ======
  
-[{{ :leon:schedule-trip:tab trip general.jpg?200|Tab 'TRIP' - quotation & client details}}]+[{{ :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:
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   * **Trip No** - default trip number assigned by Leon. It can be edited and changed.   * **Trip No** - default trip number assigned by Leon. It can be edited and changed.
   * **Status** - __Option__ - not confirmed, __Confirmed__ - confirmed flight, __Opportunity__ - more information at the bottom of this page.   * **Status** - __Option__ - not confirmed, __Confirmed__ - confirmed flight, __Opportunity__ - more information at the bottom of this page.
-  * **Type** - trip type: PAX, Cargo, Ambulance (commercial by default), Flight for Owner, Other, Simulator, Technical, Training (not commercial by default)+  * **Type** - trip type: Aircraft repositioning, Ambulance (commercial by default), Cargo, Flight for Owner, Mission, Other, PAX Charter, Regular PAX Transport, Technical, Training (not commercial by default).
   * **Commercial** - a checkbox to mark if a trip is commercial. When ticked flights show in green in schedule (all flight types); if unticked, the flights will appear in blue.    * **Commercial** - a checkbox to mark if a trip is commercial. When ticked flights show in green in schedule (all flight types); if unticked, the flights will appear in blue. 
   * **SHOW ON MAP** - an option to view the trip route on the map.   * **SHOW ON MAP** - an option to view the trip route on the map.
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   * **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.
-  * **Move leg to another trip** - if you click inside the box you are able to "Enter existing trip number" to move to existing trip or "Create new trip". If you want to move flight to existing trip simply copy/paste a trip number and press SAVE. You can also start typing in a trip number and Leon will open a dropdown with trip number suggestions. To "Create new trip" simply click on this option and press SAVE. After the flight is moved it will display new Trip No in the top right corner.+  * **MOVE LEG TO ANOTHER TRIP** 
 + 
 +Click this button if you want to either move the leg to the existing trip - then type the existing trip's number and click 'MOVE', or create a new trip by clicking 'NEW TRIP' - Leon will create a new trip number. 
 + 
 +{{:leon:schedule-trip:move_leg_to_another_trip.png|}} 
   * **Add tag** - you can create a tag for the whole trip and add a colour. If you want to tag a single leg, go to a tab FLIGHT.   * **Add tag** - you can create a tag for the whole trip and add a colour. If you want to tag a single leg, go to a tab FLIGHT.
   * **Notes** - this note can be input manually. It can also be input as a template in [[leon:flight-editing|Flight editing]] section and show on each flight by default. This note is for internal use only.   * **Notes** - this note can be input manually. It can also be input as a template in [[leon:flight-editing|Flight editing]] section and show on each flight by default. This note is for internal use only.
   * **Trip Supplementary Info** - additional notes for internal use only.   * **Trip Supplementary Info** - additional notes for internal use only.
 +
 +Click a clock-icon displayed on top of the notes field to view the **history of changes** of Notes or Trip Supplementary Info.
  
 Hover the mouse over the Client's name or the Representative's name to see their contact details: email address & phone number. Hover the mouse over the Client's name or the Representative's name to see their contact details: email address & phone number.
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 {{:leon:schedule:client details pop up.png|}} {{:leon:schedule:client details pop up.png|}}
  
-<box> If you change the price in SCHEDULE > TRIP, Leon will show a warning: **"Prices set in quotation no: 12345 will be reset by this action."**. In a section Calendar changed price will appear in a field 'Extra Fee' and all other previously defined fees will be reduced to zero.</box> +<box>**Leon creates an account for the client in Leon automatically, if it has not been created manually, in the Phonebook**</box>
 ------ ------
 ===== Flight status 'Opportunity' ===== ===== Flight status 'Opportunity' =====
  
-'Opportunity' is a status specifically designed for Sales teams and available only in the SCHEDULE section of Leon. This allows Sales team to effectively plan potential sales schedule.+'Opportunity' is a status specifically designed for Sales teams and available only in the OPS section of Leon. This allows Sales team to effectively plan potential sales schedule.
  
 This is a different status from the 'Option'. 'Opportunity' is a possibility for a potential sale of a flight and it could turn into an 'Option' if a quotation for a particular route has been requested. This is a different status from the 'Option'. 'Opportunity' is a possibility for a potential sale of a flight and it could turn into an 'Option' if a quotation for a particular route has been requested.
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   * **Different background** - this status is represented by different background (on the right). This also informs OPS Team of this not being an actual flight, so they do not have to work on it. {{ :leon:schedule-calendar:Opportunity.png?nolink|15}}   * **Different background** - this status is represented by different background (on the right). This also informs OPS Team of this not being an actual flight, so they do not have to work on it. {{ :leon:schedule-calendar:Opportunity.png?nolink|15}}
-  * **Shows in Avinode** - can be exported and sold in Avinode as an empty leg.+  * **Shows in Broker platforms** - can be exported and sold in Broker platforms such as Avinode as an empty leg.
   * **Aircraft positioning** - in Leon, this status does not position an aircraft from one place to another. Aircraft is visible at the arrival airport of the last confirmed flight (see example below).   * **Aircraft positioning** - in Leon, this status does not position an aircraft from one place to another. Aircraft is visible at the arrival airport of the last confirmed flight (see example below).
   * **Document menu** - disabled for this Trip status. It is impossible to print flight documents for this status.   * **Document menu** - disabled for this Trip status. It is impossible to print flight documents for this status.
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 As you can see in the screenshot the aircraft landed at **EPKK** and the next confirmed flight 3 days later is scheduled from **EPWA**.  As you can see in the screenshot the aircraft landed at **EPKK** and the next confirmed flight 3 days later is scheduled from **EPWA**. 
-You can add the 'Opportunity' Trip in order to make it visible in Avinode and possibly sell the flight rather than positioning it as empty from EPKK to EPWA.+You can add the 'Opportunity' Trip in order to make it visible in a Broker platform and possibly sell the flight rather than positioning it as empty from EPKK to EPWA.
 As you also can see in the screenshot, the aircraft has not been positioned and is still placed in EPKK. As you also can see in the screenshot, the aircraft has not been positioned and is still placed in EPKK.
  
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 ------ ------
-**See also**: 
- 
-  * [[leon:quotations|Quotations]] 
  
leon/trip.1551516577.txt.gz · Last modified: 2019/03/02 08:49 by ksenia

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