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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 [2020/05/25 11:10] (current)
bartek
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 +====== 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 names** in the XLS/CSV file has to match the columns names in the 'Aircraft fees' section. Otherwise, the prices will not upload.
 +
 +<box>**The selected airport price list will be completely overwritten with the imported data. Previously created data in this price list will not be available after the import.**</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|}}