Differences

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

--- sales-app:start [2020/12/15 12:11]
bartek [Editing quotes]
+++ sales-app:start [2021/02/11 06:34]
bartek [Introduction]
@@ Line 2: / Line 2: @@
 {{:sales-app:sales app logo.png|}}
+===== Introduction =====
 [{{ :sales-app:logging in page.png?200|Sales app logging in page}}]
@@ Line 8: / Line 12: @@
 The app can be downloaded for **free** and is available for **iOS** and **Android** device users. In the App store type in 'Leon Sales' in the search box and install the application.
-In order to use Sales app, user must be given an access in Leon 'Privileges' panel as per below screenshot.
+In order to use Sales app, a user must be given access in Leon 'Privileges' panel as per below screenshot.
-{{:sales-app:sales app access setup.png|}}
+{{:sales-app:privileges.png?nolink|}}
 Logging in credentials are **the same** as for the web-version of Leon.
-===== Editing quotes =====
+----
-[{{ :sales-app:quotes list.png?200|The list of quotes in Leon Sales app}}]
+===== Adding a quote =====
+[{{ :sales-app:combo.png?150|Adding itinerary & PAX details to the quote}}]
+[{{ :sales-app:quote added.png?150|A quote added via Leon Sales app}}]
-Once the user has logged in, he can see the list of quotes. Each quote shows such details as: client's name & surname, quote's status, date, route and PAX number.
+To add a quote click an icon {{:sales-app:add quote icon 2.png?30|}} and fill in an upper part of the page with details:
+  * **Requested by** - a mandatory item - type first 3 letters of client's name or surname and Leon will suggest name/names (as long as the client has been added to Leon's clients' database).
+  * **Representative** - if a client or a company has assigned a representative/representatives in his Leon profile, type first 3 letters of client's name or surname and Leon will suggest name/names.
+  * **Min. category** - a mandatory item - select an aircraft category from the list displayed in the app and save.
+  * **Aircraft** - select an aircraft from the list and save.
+The lower part of the page has to be filed in with itinerary details, including PAX number.
+  * **ADEP/ADES** - type an airport code or its name and Leon will suggest airports to choose from.
+  * **Date** - select a date from the calendar.
+  * **Departure** - select departure time from the clock.
+  * **PAX** - type the number of passengers.
+Once the quote has been added, it will show up on top of the quotes list with the status {{:sales-app:new request icon.png?nolink|}} and with the client's name in bold, which will disappear if the quote has been edited & read or changed.
+{{:sales-app:bold unbld.png?nolink|}}
+-------
+===== Editing the Quote =====
+==== ITINERARY ===
+[{{ :sales-app:quotes list.png?150|The list of quotes in Leon Sales app}}]
+[{{ :sales-app:edit quote.png?150|Editing quote's details}}]
+[{{ :sales-app:fees list.png?150|Quote's aircraft & airport fees}}]
+[{{ :sales-app:chage status.png?150|Changing quote's status}}]
+Once the user has logged in, he can see the list of quotes. Each quote shows such details as the client's name & surname, quote's status and itinerary details: date, route and PAX number.
 {{:sales-app:quote's details.png|}}
-By clicking on the upper part of the tile, Leon will also show quote's schedule and airport names.
+By clicking on the upper part of the tile, Leon will also show quote's departure and arrival LT times (with UTC time difference) and airports names.
 {{:sales-app:quote's schedule.png?373|}}
-Clicking on the lower part of the tile transfers to a page where there are more details displayed, such as: name & surname of the client's representative (if selected when adding a quote) and assignee's details.
+Clicking on the lower part of the quote's tile transfers to a page where there are more details displayed, such as **Name & surname** of the client's representative (if selected when adding a quote) and **assignee's details**.
+It is possible to **assign/change** Requester/Representative/Assignee from quote editing section.
+Simply click on one of the headers (e.g. {{:sales-app:requested by icon.png?nolink|}} icon if Requester is to be changed). In a pop-up window start typing the name of the new Requester/Representative/Assignee (minimum 3 letters) and select the name from the list. Press 'SAVE' to save changes.
+It is always possible to **change** the Requester, the Representative or the Assignee by clicking the {{:sales-app:editor.png?nolink|}} icon.
+{{:sales-app:change contact.png?nolink|}}
+Right below Leon shows **quote's details**, such as:
+{{:sales-app:quote's details 2.png?300|}}
+  * **Aircraft reg number** {{:sales-app:acft reg.png?nolink|}}
+  * **Quote's price** {{:sales-app:price.png?nolink|}}
+  * **Date & Route** {{:sales-app:date and route.png?nolink|}}
+  * **PAX number** {{:sales-app:pax number.png?nolink|}}
+If there are a few quotes added and the user is swiping down to check details, buttons: 'Change status', 'Messages' & 'Add quote' are being rolled.
+{{:sales-app:folding buttons.png?nolink|}}
+Clicking on quote's date or its route transfers to the page, where an aircraft can be changed as well as quote's schedule details, such as:
+**ADEP & ADES**, **Date**, **Departure & Arrival times**, ** Block & Flight time** and **PAX number**.
+-------
+==== QUOTE'S PRICE ====
+Clicing on the **quote's price** {{:sales-app:price icon.png?100|}} opens a page with the **aircraft & airport fees** (previously defined in Leon's section Sales > Fees).
+Each fee can be edited and changed (which will update the total quote's price).
+{{:sales-app:price per item.png?300|}}
+It is also possible to delete a particular leg/legs of the quote's route by clicking the icon {{:sales-app:delete quote.png?22|}} however, deleting the quote is not possible.
+Leon also allows to change quote's **status** - click the button {{:sales-app:change satus icon.png?120|}} and a new window will show, where it's possible to mark a selected status of the quote. The same can be achieved if you click quote's status on the blue bar {{:sales-app:change status 2.png?200|}} and the same window will show up.
+-----
+==== MESSAGES ====
+Click a button {{:sales-app:messages icon.png?nolink|}} and Leon will show a dedicated window for exchanging messages with the client.
+There are **2** options available in 'Messages' window:
+ {{:sales-app:reply to customer.png?nolink|}}
+In this panel you can select an **Email template** (which can be set up in a section Settings > [[leon:email-templates|EMAIL TEMPLATES]] > Sales Panel Message).
+[{{ :sales-app:reply to customer 2.png?150|Messages panel in Leon Sales app}}]
+{{:sales-app:email template selection.png?nolink|}}
+A field **To** will show client's email address, or his representative's.
+The other fields such as **From**, **Reply to**, Subject and Message will show pre-defined email addresses, email subject and email body.
+Once the email has been sent out, it will appear in the app as on the screenshot below.
+{{:sales-app:email received.png?nolink|}}
+-----
+{{:sales-app:add message.png?nolink|}}
+This panel allows sending internal messages.
+{{:sales-app:add message window.png?nolink|}}
+Type a message in the window, click SEND and it will appear on client's side. When the client replies, it will show straight away in the app.
+{{:sales-app:message sent.png?nolink|}}
+It is also possible to send a message **as a requester** - {{:sales-app:add message as requester.png?nolink|}}
-Right below Leon shows quote's details, such as:
-  * **Aircraft

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