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New features in Requests/Quotes
We have added the following to the 'Requests/Quotes' section:
Find subcharter/Compare the price in Avinode
Cloning requests
Messaging between Leon and Avinode
Changes to schedule edition
Find subcharter option
Find subcharter/Compare price in Avinode
Search subchartes in Avinode
If a request comes from Avinode, there is a possibility of searching and comparing the offers in Avinode.
The process is quite simple:
Edit Avinode request in 'Requests/Quotes' section
Click on
button located below the itinerary
You will get redirected to Avinode search engine where the list of available offers by different sellers will be displayed
This option is only available to the requests coming from Avinode.
Cloning requests
'Clone' pop-up window
It is now possible to clone the request.
It is useful when the 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:
It is possible to clone a request from Avinode. The outcome of this operation will be a Leon quote.
Messaging between Leon and Avinode
Comment inserted in Avinode
Comments section
In order to allow messaging between Avinode and Leon, we have slightly rearranged this section.
The name of this sections has been changed from 'Comments' to 'Messages'.
There are now also 2 new buttons available in this section:
ADD INTERNAL MESSAGE - this will allow adding an internal message visible only to Leon users. This option is always available
REPLY TO CUSTOMER - this option is only available if the request came from Avinode. It allows replying to the customer who sent the request using Avinode
Once you added a test in the message box, press button.
Messages inserted in Avinode when sending a request to Leon will also show in this section and will be highlighted
green
.
When the request is received from Avinode, you can click on REPLY TO CUSTOMER button and the message will be sent to the Client in Avinode
Changes to schedule edition