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updates:requests-quotes-new-features-introduced-including-the-reorganisation-of-the-notes-section

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updates:requests-quotes-new-features-introduced-including-the-reorganisation-of-the-notes-section [2020/07/01 07:34]
rafal created
updates:requests-quotes-new-features-introduced-including-the-reorganisation-of-the-notes-section [2020/07/06 06:39] (current)
bartek [Reorganising the 'Notes' section]
Line 10: Line 10:
 ==== Reorganising the 'Notes' section ==== ==== Reorganising the 'Notes' section ====
  
 +[{{ :leon:sales:Notes 2.png?200|Notes section}}]
  
 +In this section, you can add notes for trips on the regular aircraft as well as the subcharter.
 +
 +Notes added in this section can be then embedded in Sales documents as all of them have the items available in the 'Available data' of the 'Documents manager' panel.
 +
 +Once the notes are added, click **SAVE** button in order to save the changes.
 +
 +The OPS and Sales notes will be available and can be edited both in Requests/Quotes as well as OPS > FLIGHT tab of the responding Flights.
 +
 +**OPS and Sales Notes are not available in 2 instances:**
 +
 +  * **Subcharter flights**
 +  * **Trip that is not booked**
 +
 +
 +
 +-------------------------------------
  
 ==== Note from Avinode in 'Comments' section ==== ==== Note from Avinode in 'Comments' section ====
  
 +[{{ :leon:sales:Comments - Avinode 1.png?300|Comments inserted in Avinode}}]
  
 +Notes inserted in **'Send request' window in Avinode** will now show in 'Comments' section of the request in Leon.
  
 +Comment from Avinode displayed in this section will be highlighted <html>
 +<span style="color:green;font-size:100%;">green</span>
 +</html>.
 +
 +{{:leon:sales:Comments - Avinode 3.png?nolink|}}
 +
 +-----------------------
 ==== Reseting items on the 'Invoice' ==== ==== Reseting items on the 'Invoice' ====
 +
 +[{{ :leon:sales:Invoice popup 3.png?200|Defining an Invoice details & templates}}]
 +
 +{{:leon:sales:RESET ITEMS.png?nolink|}} function makes it easier to recalculate the amount on the 'Invoice'.
 +
 +It is very useful when after sending the invoice to the Client, the amount of the quotation changes, be it due to change in the number of items or the calculated price of the items.
 +
 +In such a scenario, it is sufficient to go to the 'INVOICE' tab in the 'INVOICE' section, press {{:leon:sales:RESET ITEMS.png?nolink|}} button and Leon will update the amount on the invoice to the actual one.
 +
 +<box>**IMPORTANT!!! Any extra items added to the Invoice will be removed after the reset.**</box>
 +
 +-----------------------
updates/requests-quotes-new-features-introduced-including-the-reorganisation-of-the-notes-section.1593588850.txt.gz · Last modified: 2020/07/01 07:34 by rafal