'Costs & margin' quoting method
It is now possible to quote trips based on 2 different methods:
'Pricing subsection in 'Fleet' settings
The default method of quoting can be selected in the 'Settings' > 'Fleet' section in the 'Sales' tab 'Pricing' subsection (as per screenshot).
In order to quote using 'Costs & margin' method first, you need to:
Insert the costs in the 'Cost' column in a selected 'Aircraft fees'. 'Airport fees' are considered as cost elements of the quote
Assign 'Costs & margin' as the default method in the 'Settings' > 'Fleet' section, 'SALES' tab
Select the default margin per aircraft in the 'Settings' > 'Fleet' section, 'SALES' tab
Quoting based on this method is very similar to 'Price based' method.
Within the quote breakdown, you will see the 'Cost' column where the default cost value from the pricelist is populated.
Quote based on 'Costs & margin'
The Discount and Additional Fee elements do not apply to 'Costs and margin' quoting method.
Values in both 'Unit' and 'Cost' columns can be manually overwritten.
The major difference is that in the summary section, there are 3 elements:
Cost - this is the sum of the total costs
Margin - default margin used to calculate the price. Can be manually overwritten
Price - amount for the Client. Calculated in a way that required margin is achieved:
The sales documents will still present the total price from the 'Price' box above the itinerary.
In case if the default method changed from 'Costs & margin' to 'Price based' in the 'Fleet' settings, and you wish to recalculate existing quote based on the updated method, simply select 'DELETE QUOTE' and then 'ADD QUOTE' options. Leon will requote based on the new default method.