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updates:requests-quotes-option-to-view-archived-requests-has-been-added [2020/09/11 10:06] rafal [Catering fee update] |
updates:requests-quotes-option-to-view-archived-requests-has-been-added [2020/09/11 11:27] rafal [Searching for reqistration in Subcharters] |
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| We have added the following features to the Requests/Quotes section: | We have added the following features to the Requests/Quotes section: | ||
| + | - **New way of adding requests** | ||
| - **Displaying archived requests** | - **Displaying archived requests** | ||
| - **Catering fee update** | - **Catering fee update** | ||
| + | - **Searching for reqistration in Subcharters** | ||
| + | |||
| + | ===== New way of adding quotes ===== | ||
| + | |||
| + | [{{ :leon:sales:NQ0.png?200|New request pop-up window}}] | ||
| + | |||
| + | The new way of adding quotes is introduced. | ||
| + | |||
| + | This is required in order to introduce another important functionality which will allow searching for subcharters in Avinode on the quotes created in Leon. | ||
| + | |||
| + | To **add a new quote** you need to perform the following steps: | ||
| + | |||
| + | **1.** Click on **NEW QUOTE** option in the 'Requests/Quotes' screen | ||
| + | |||
| + | **2.** Fill in the information in the **'Add new quote request'** window: | ||
| + | * 'Requested by' - name of the Client requesting the trip | ||
| + | * 'Min. category' - a category of the aircraft on which the trip is requested, e.g. Heavy jet, Midsize jet, Piston, etc. This will allow searching for the subcharter flights in Avinode if needed | ||
| + | * 'Aircraft' - selecting aircraft(s) on which the request should be performed. Only operator aircraft available in the dropdown list | ||
| + | * 'Add positionings automatically:' - ticking the checkbox will automatically add the positioning legs | ||
| + | * 'Schedule section' - ADEP, ADES, option to select 'Departure'/'Arrival' date and time (in LT) and the number of PAX [{{ :leon:sales:NQ2.png?200|New request editing window}}] | ||
| + | |||
| + | **3.** Press 'CREATE' to add the request | ||
| + | |||
| + | **4.** Request editing section will open where: | ||
| + | * if 'Add positionings automatically:' checkbox has been ticked, the positioning legs should be added automatically and should be marked as 'Ferry' | ||
| + | * the schedule timeframes should be built based on the aircraft performance and the minimum ground time required (Positioning flights) | ||
| + | * the quote should be added and calculated based on the 'Fees' assigned in the aircraft settings, 'SALES' tab. If there are no fees assigned to the requested aircraft, then no quote will be created automatically | ||
| + | [{{ :leon:sales:NQ3.png?200|Request without assigned aircraft}}] | ||
| + | |||
| + | It is possible to add a request **without selecting the aircraft**. | ||
| + | |||
| + | In this case, the editing window would suggest creating a quote ('CREATE A QUOTE' button) or finding subcharter in Avinode ('FIND SUBCHARER/COMPARE PRICE' button). | ||
| + | |||
| + | If we choose to create a quote, the standard edition window will appear with the schedule that we inserted initially but with no aircraft selected and no times calculated. | ||
| + | |||
| + | The request with no aircraft assigned will present on the list of requests as per below: | ||
| + | |||
| + | {{:leon:sales:NQ4.png?nolink|}} | ||
| + | |||
| + | |||
| + | |||
| + | ---------------- | ||
| ===== Displaying archived requests ===== | ===== Displaying archived requests ===== | ||
| Line 21: | Line 64: | ||
| {{:leon:sales:Archived.png?nolink|}} | {{:leon:sales:Archived.png?nolink|}} | ||
| + | |||
| + | The Requests list is checked every **6 hours**. | ||
| ----------------- | ----------------- | ||
| Line 44: | Line 89: | ||
| **Adding an extra leg with 2 PAX** to our example with the ground time of more than 2h would add extra 2 PAX towards Catering fee calculation. The same would happen if the timeframe between each leg in our example was more than 2h. In this case, the Catering would be calculated based on 9PAX rather than 6. | **Adding an extra leg with 2 PAX** to our example with the ground time of more than 2h would add extra 2 PAX towards Catering fee calculation. The same would happen if the timeframe between each leg in our example was more than 2h. In this case, the Catering would be calculated based on 9PAX rather than 6. | ||
| + | -------------------- | ||
| + | ===== Searching for reqistration in Subcharters ===== | ||
| + | [{{ :leon:sales:Subcharted search.png?200|Subcharter aircraft search dropdown}}] | ||
| + | |||
| + | It is now possible to search for the aircraft registration that was previously used on the subcharter flights. | ||
| + | |||
| + | If you start typing in the aircraft registration the dropdown list will appear. | ||
| + | |||
| + | It will display both aircraft registration and the operator name in the format **Registration, Operator name**. | ||
| + | |||
| + | The aircraft is listed based on the date of the last request created on this particular aircraft. | ||
| + | |||
| + | Once we select the aircraft, all the data is copied from the previous request, including type, crew, aircraft details and photos. | ||
| + | |||
| + | The only input that is **not copied** is the subcharter price. | ||
| + | --------------- | ||