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--- updates:requests-quotes-we-have-added-new-features-including-airport-charges-synchronisation-with-the-quote [2020/10/19 13:39]
rafal
+++ updates:requests-quotes-we-have-added-new-features-including-airport-charges-synchronisation-with-the-quote [2020/10/26 07:58] (current)
bartek [Recharge Invoice & Credit Note]
@@ Line 1: / Line 1: @@
-====== Uploading Airport Charges to the Quote ======
+====== New features in RQ ======
+We have introduced following features in Requests/Quotes panel:
+  - **'Recharge Invoice' & 'Credit Note' documents**
+  - **Uploading Airport Charges to the Quote**
+  - **'SEND MESSAGE TO CUSTOMER' function**
+  - **Sending files to Avinode**
+  - **Auto update of the booked trips**
+---------------
+===== Recharge Invoice & Credit Note =====
+We have added **2** new documents, which can be sent to a client from the **Invoice** section:
+  * **Recharge Invoice** - it can be sent, if there was an extra cost for a service not included in an initial trip cost, i.e. deicing or a limo.
+  * **Credit Note** - it can be sent, if some part of the agreed cost should be returned to client, due to i.e. cancellation of the flight by a client or if the cost of the trip turned out to be lower than the agreed cost and the difference must be returned to a client.
+**First step** to send these documents is adding them in [[leon:documents-manager|Documents Manager]]. Here, click {{:leon:documents-manager:icon 1.jpg|}} and select **Recharge Invoice** and/or **Credit Note**. Added documents need to be published (set filter to 'No' and click the white dot). You can define multiple templates of these documents.
+{{:leon:sales:Recharge in DM.png?nolink|}} {{:leon:sales:Credit note DM.png?nolink|}}
+[{{ :leon:sales:main screen.png?200|Sending 'Recharge Invoice' and 'Credit Note' documents from 'Requests/Quotes' panel}}]
+**Second step** is adding these document in the **Invoice** section of the quote's edition panel. Click a button **+** placed right next to the 'Invoice' button and select documents from the list.
+{{:leon:sales:Plus in Invoice.png?nolink|}}
+It is possible to add more than one 'Recharge Invoice' & 'Credit Note' document when sending Invoice documents to a client, however, each document needs to be sent out separately.
+-----
+===== Uploading Airport Charges to the Quote =====
 [{{ :leon:sales:a-c:ac2.png?200|'Airport Charges' synchronisation example}}]
@@ Line 13: / Line 44: @@
 If the integration is **not active**, the 'Airport Charges' icon by 'Landing fees' item will still show but will be disabled.
 ----------------------
+===== 'SEND MESSAGE TO CUSTOMER' function =====
+[{{ :leon:sales:messages:sm1.png?200|Send Message to Customer option}}]
+It is possible to send a message to the Client directly from the 'Requests/Quotes' list.
+In order to do that, click with the right-click of a mouse on the request of choice and select **SEND MESSAGE TO CUSTOMER** option from the pop-up menu.
+'SEND MESSAGE TO CUSTOMER' window will open where you can:
+  * select email template from available 'Sales Messages' templates
+  * attach documents
+If the quote comes from **Avinode**, 'AVINODE' button will be active which will allow sending messages directly to the Avinode chat.
+**History of correspondence** will display below the current message.
+----------
+===== Sending files to Avinode =====
+[{{ :leon:sales:avinode:sma1.png?200|Option to send acceptance to Avinode}}]
+It is now possible to include the default documents and attach files when sending the response to Avinode.
+When you're accepting the quote from Avinode, by selecting the 'QUOTE' option, 'Accept quote?' pop-up window appears.
+In the 'Accept quote?' window you can:
+    * Select the aircraft(s) for which you would like to send the response back to Avinode
+    * Insert the additional message, which will appear in Avinode
+    * Select the attachments that you'd like to send to Avinode. This can be the document template or additional pdf file(s) uploaded to this email
+Once the email is sent, the message and files attached will appear in Avinode Marketplace where the content as well as the files will be available:
+{{:leon:sales:avinode:SMA3.png?nolink|}}
+-------------
+===== Auto update of the booked trips =====
+[{{ :leon:sales:auto update.png?200|Auto update of the booked trips}}]
+It is possible to set up an **auto-update** of the booked trips. Once a quote's status has been set to 'BOOKED', if quote's schedule has changed, Leon can either automatically update the trip in OPS, or the user can do it manually.
+**AUTO UPDATE**
+To make it work, mark a checkbox **Auto update booked trips in Requests/Quotes** in General Settings panel. Once it's done, when changing a quote's schedule, Leon will automatically update the trip in OPS panel (see example on the screenshot on the right).
+**MANUAL UPDATE**
+If an auto update is switched off and the booked quote's schedule changes, Leon will show an orange warning triangle in the button {{:leon:sales:manual trip update 1.png?nolink|}}
+Click it and select **Update trip using (aircraft reg number) quote** and Leon will update the trip's schedule in OPS panel.
+{{:leon:sales:manual trip update 2.png?nolink|}}

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