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Sales Improvement In Updating Quote Based On The Trip Change

Improvement in updating quote based on the trip change

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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.

quote_changes_setting.png

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.

option_1.png

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.

option_2.png


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.

option_3.png

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.

option_4.png