User Tools

Site Tools


updates:sales-improvement-in-updating-quote-based-on-the-trip-change

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

updates:sales-improvement-in-updating-quote-based-on-the-trip-change [2022/09/26 06:04] (current)
bartek created
Line 1: Line 1:
 +====== Improvement in updating quote based on the trip change ======
 +
 +We have added a new setting which will improve updating quote when the trip is changed in OPS section and will make working on the quote less time consuming.
 +
 +In the **General Settings > Sales Module** panel, there are **4** options available to set up how Leon should react when there was a change made in the trip of the quote.
 +
 +{{:leon:sales:quote:quote_changes_setting.png?nolink|}}
 +
 +
 +===== Update schedule but keep the price =====
 +
 +An example below shows the quote with the price of 25000 €, where the STA of the trip was changed - Leon **updated** the schedule, but has kept the price **unchanged**.
 +
 +{{:leon:sales:quote:option_1.png?nolink|}}
 +
 +
 +
 +===== Update schedule and recalculate the price =====
 +
 +On the below example, after block time change, Leon **updated** the schedule but also **recalculated** the price of the quote.
 +
 +{{:leon:sales:quote:option_2.png?nolink|}}
 +
 +----
 +
 +===== User takes a decision =====
 +
 +This option allows the **user to decide** what action should be manually taken in the quote's edition, after the change of the trip.
 +
 +{{:leon:sales:quote:option_3.png?nolink|}}
 +
 +===== Ignore =====
 +
 +After the trip is changed, when editing the quote, **no update** is done as well as no information shows about the change - Leon **ignores** trip change and the quote shows as it was before. 
 +
 +{{:leon:sales:quote:option_4.png?nolink|}}
 +
  
updates/sales-improvement-in-updating-quote-based-on-the-trip-change.txt · Last modified: 2022/09/26 06:04 by bartek