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updates:sales-updating-quote-based-on-trip-change-improvement [2022/09/23 08:33]
bartek created
updates:sales-updating-quote-based-on-trip-change-improvement [2022/09/26 06:02] (current)
bartek
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-====== Updating quote based on the trip change improvement ======+====== 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. 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.
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 {{:leon:sales:quote:quote_changes_setting.png?nolink|}} {{:leon:sales:quote:quote_changes_setting.png?nolink|}}
  
----- 
  
 ===== Update schedule but keep the price ===== ===== 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**.+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|}} {{:leon:sales:quote:option_1.png?nolink|}}
 +
 +
  
 ===== Update schedule and recalculate the price ===== ===== 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.+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-updating-quote-based-on-trip-change-improvement.1663922012.txt.gz · Last modified: 2022/09/23 08:33 by bartek