updates:non-sales-personnel-will-be-able-to-create-rfqs-for-existing-trips-from-the-ops-module
Creating Quote Requests from Trip
Create RFQ
This feature will allow users to create Sales Quotes Requests from Trips created in the OPS module of Leon.
The feature is available in the 'TRIP' tab on the flight's right panel. Once the 'Trip No', 'Client', and 'Aircraft' are defined the new button 'Create RFQ' will be highlighted blue. After clicking it a confirmation window will be visible.
If the user has access to the Sales module the 'Show in new tab' checkbox can also be marked. In this case after creating the RFQ user will be transferred to the Quotation in the Sales module.
The feature is available for both newly created Trips and the currently added ones.
updates/non-sales-personnel-will-be-able-to-create-rfqs-for-existing-trips-from-the-ops-module.txt · Last modified: 2024/12/18 11:07 (external edit)