This is an old revision of the document!
New features in Requests/Quotes
We have added the following to the 'Requests/Quotes' section:
Searching for subcharters in Avinode
Cloning requests
Messaging between Leon and Avinode
Changes to schedule edition
Searching for subcharters in Avinode
Cloning requests
'Clone' pop-up window
It is now possible to clone the request.
It is useful when tye quotes are requested from different sources or brokers.
In that case, rather than inserting one quotation details a number of times, the Sales team can simply clone it (copy it).
The process is quite simple:
Press
icon in the
Actions column in the main 'Requests/Quotes' view
In the pop-up window (screenshot on the right-hand side) select 'Requested by' and a 'Representative' (not mandatory) and press
button. 'Requested by' is a
mandatory field. If it is left empty Leon will not allow cloning the request
Cloned request is opened, automatically saved and the person cloning it is selected as an 'Assignee'
The cloned request will always be displayed at the top of the 'Requests/Quotes' list:
The following data are copied from the source request:
All the quotes within one request including subcharter
Pricing and VAT rate assigned to each quote
The list of PAX as long as set up in the source request
The following items are NOT copied from the source request:
Messaging between Leon and Avinode
Changes to schedule edition