This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
updates:requests-quotes-we-have-added-new-features-including-airport-charges-synchronisation-with-the-quote [2020/10/20 12:07] rafal [SEND MESSAGE TO CUSTOMER] |
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 ====== | + | ====== |
+ | |||
+ | We have introduced following features in Requests/ | ||
+ | |||
+ | - **' | ||
+ | - **Uploading Airport Charges to the Quote** | ||
+ | - **' | ||
+ | - **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: | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | |||
+ | **Second step** is adding these document in the **Invoice** section of the quote' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is possible to add more than one ' | ||
+ | |||
+ | ----- | ||
+ | ===== Uploading Airport Charges to the Quote ===== | ||
[{{ : | [{{ : | ||
Line 13: | Line 44: | ||
If the integration is **not active**, the ' | If the integration is **not active**, the ' | ||
---------------------- | ---------------------- | ||
- | ====== 'SEND MESSAGE TO CUSTOMER' | + | ===== 'SEND MESSAGE TO CUSTOMER' |
[{{ : | [{{ : | ||
Line 29: | Line 60: | ||
**History of correspondence** will display below the current message. | **History of correspondence** will display below the current message. | ||
---------- | ---------- | ||
+ | ===== Sending files 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 ' | ||
+ | |||
+ | In the ' | ||
+ | * 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: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ------------- | ||
+ | |||
+ | ===== Auto update of the booked trips ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is possible to set up an **auto-update** of the booked trips. Once a quote' | ||
+ | |||
+ | **AUTO UPDATE** | ||
+ | |||
+ | To make it work, mark a checkbox **Auto update booked trips in Requests/ | ||
+ | |||
+ | **MANUAL UPDATE** | ||
+ | |||
+ | If an auto update is switched off and the booked quote' | ||
+ | |||
+ | Click it and select **Update trip using (aircraft reg number) quote** and Leon will update the trip's schedule in OPS panel. | ||
+ | |||
+ | {{: | ||
+ | |||
+ |