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leon:trip [2020/04/25 13:57]
bartek [Trip]
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 Charter, Cargo, Ambulance (commercial by default), Flight for Owner, Mission, Other, Technical, Training (not commercial by default), REgular PAX Transport.+  * **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 dropdown with trip number suggestionsTo "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'number and click 'MOVE', or create new trip by clicking 'NEW TRIP' - Leon will create 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.
leon/trip.1587823077.txt.gz · Last modified: 2020/04/25 13:57 by bartek