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--- updates:requests-quotes-new-features-introduced-to-this-panel [2020/05/22 14:45]
+++ updates:requests-quotes-new-features-introduced-to-this-panel [2020/05/22 14:48]
rafal
@@ Line 1: / Line 1: @@
+====== REQUESTS/QUOTES SECTION ======
+We have introduced the following changes to the Requests/Quotes section:
+  - **Possibility of importing 'Airport Fees' from the file**
+  - **Changes to 'INVOICE' section of the quote**
+  - **Sales documents include request number in the file name**
+=== 1. 'Airport Fees' import ===
+[{{ :leon:sales:Importing Airport Fees 1.png?300|Option to import airport fees}}]
+It is possible to import aircraft fees from XLS/CSV file to airport fees section by following below steps:
+  - Go to Sales > Fees > Airport Fees
+  - Click on {{:leon:sales:Importing Airport Fees icon.png?nolink|}} button located in the top-right corner
+  - In the 'Import airport fees' pop-up upload the file
+  - Press 'IMPORT' button
+  - Once the prices have imported, 'SAVE' the new Airport pricelist
+<html>
+<span style="color:red;font-size:150%;">IMPORTANT!</span>
+</html>
+[{{ :leon:sales:Importing Airport Fees 2.png?300|Columns Layout comparison}}]
+**The columns layout** in the XLS/CSV file has to match the columns layout in the 'Aircraft fees' section. Otherwise, the prices will not upload.
+<box>**The prices in the file will overwrite all the prices already inserted in the 'Aircraft fees' section. The prices that are not available in the file will be removed from the 'Aircraft fees' section.**</box>
+=== 2. Change to invoice section ===
+[{{ :leon:sales:Invoice popup 2.png?200|Defining an Invoice details & templates}}]
+We have amended the way the dates are displayed in the 'INVOICE' section of the quotation.
+**Three fields with dates** have been added:
+  * **Invoice Date** - date of invoicing
+  * **Issue Date** - date of issuing the Invoice
+  * **Due Date** - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the 'Invoice Date'
+These 3 fields will also display in the Invoice document.
+Once the Invoice **is sent** to a Client, the 'Invoice.pdf' document is available in the **Report Wizard** scope 'Invoices'. There we added a column called **'Invoice PDF'** which contains a link to the particular invoice on the server.
+{{:leon:sales:Invoice pdf.png?nolink|}}
+**The file is available on the server for a limited time only due to AWS restrictions.**
+=== 3. Request included in file name ===
+Sales documents will now include Request number in the name of the file as per below screen:
+{{:leon:sales:File with RQ no.png?nolink|}}

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