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--- updates:requests-quotes-it-is-now-possible-to-quote-flights-based-on-calculated-cost [2021/02/13 10:52]
rafal ['Costs & margin' quoting method]
+++ updates:requests-quotes-it-is-now-possible-to-quote-flights-based-on-calculated-cost [2021/02/13 12:09]
rafal
@@ Line 1: / Line 1: @@
-====== New features in Requests/Quotes ======
+====== 'Costs & margin' quoting method ======
-===== 'Costs & margin' quoting method =====
-[{{ :leon:settings:fleet:pricing sub.png?200|'Pricing subsection in 'Fleet' settings}}]
 It is now possible to quote trips based on 2 different methods:
   * **Price based** - already existing method allowing to quote based on price
-  * **Costs & margin** - new method allowing to quote based on costs and add a margin on top of it
+  * **Costs & margin** - new method allows quoting based on the cost and increasing the quoted amount by a specified margin
+[{{ :leon:settings:fleet:pricing sub.png?200|'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).
-If the selected method is 'Costs & margin' you can also select the 'Default margin' for particular aircraft.
-<box>**Additionally, you need to remember to insert the 'Cost' values in the 'Aircraft Fees'. The 'Airport fees' are considered as costs.**</box>
+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.
-===== Leon identifier in Avinode =====
+Within the quote breakdown, you will see the 'Cost' column where the default cost value from the pricelist is populated.
-[{{ :leon:sales:messages:MS1.png?200|Example of Leon identifier in Avinode}}]
+[{{ :leon:sales:cost-margin:costmarginq.png?200|Quote based on 'Costs & margin'}}]
-It is possible to set up messaging in a way where the name of the person sending the reply to Avinode will show correctly in Avinode.
+The **Discount** and **Additional Fee** elements **do not apply to** 'Costs and margin' quoting method.
-In order to set it up, edit your personal profile (click on your name in the top-right corner of Leon) and go to the tab 'User Settings'.
+Values in both 'Unit' and 'Cost' columns can be manually overwritten.
-In the field 'Avinode login' insert your personal login to Avinode.
+The major difference is that in the **summary** section, there are 3 elements:
-This will connect both systems, so the next time you reply to the Avinode message, your Avinode name will appear.
+  * **Cost** - this is the sum of the total costs
--------
+  * **Margin** - default margin used to calculate the price. Can be manually overwritten
-===== New Aircraft Fees =====
+  * **Price** - amount for the Client. Calculated in a way that required margin is achieved:
+    * **Price = Cost /(100% - Margin%)**
-A new set of aircraft fees has been added, as per below:
+The **sales documents** will still present the total price from the 'Price' box above the itinerary.
-  * **Owner Block Hour Fee** - fee calculated on a total block time of the trip including both Ferry and PAX flights
+<box>**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.**</box>
-  * **Owner Flight Hour Fee** - fee calculated on the total flight time of the trip including both Ferry and PAX flights
+------------
-  * **Urgent Fee** - applied manually per units
-  * **Navigational Block Hour Fee** - fee calculated on a total block time of the trip including both Ferry and PAX flights
-  * **Crew Block Hour Cost Fee** - fee calculated on a total block time of the trip including both Ferry and PAX flights
-  * **Expenses Block Hour Fee** - fee calculated on a total block time of the trip including both Ferry and PAX flights
-  * **Discount Ferry Flight** - discount calculated on a total Ferry flight time (//Ferry flight time// x //discount price// = //Discount amount//)
-  * **Day Room Fee** - fee calculated on the total ground time outside ICAO Home Base of the aircraft. **Apply after //hh:mm//h** allows indicating the number of hours after which the calculations should apply
-------

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