Sales Panel We Have Launched A New Sales Panel In Leon
SALES PANEL
Table of Contents
We have created a new SALES PANEL - user-friendly functionality where you can easily & quickly work on quotes with maximum flexibility.
On the main page of the SALES PANEL you can see the list of Quotes downloaded from Avinode as well as those created in Leon.
Quotes unread/unedited are displayed in bold to all users until it is read/edited by the particular user of the operator.
When a new quote is added, Leon shows a message - click it and the new quote will appear on the screen.
The main page displays a several columns:
ID - quote request ID.
Status - showing the status of the quote: New request, Quoted, Booked, Option, Brief sent, Contract sent, Rejected or Closed.
Requester - requesting client‘s name or a company.
Aircraft - requested aircraft registration & type.
Itinerary - requested itinerary.
Updated - day, month & exact time (LT) of updating the quote as well as the source (Avinode or Leon).
Assignee - first person who is editing unread RFQ and designated to work with the quote.
Quote - list of possible aircraft quotes with prices - the lowest price is always on top.
Action - hover the mouse over and select trash-icon to delete the quote. You can also mark the quote as ’Read’ or ‘Unread’ by clicking on the envelope.
To hide some of the columns click 3-dots icon in top-right corner and unmark checkboxes/columns which should be hidden.
Use 2 available fields on top of the page to filter the list of quotes:
Type to search - you can type any part of the ID or Requester to find the quote.
Status - Leon shows ‘all’ quotes by default - click to open the drop-down box and select the status to narrow down the list of quotes.
By clicking any part of the quote Leon gets displayed the quote edition page.
Managing the RFQ
The main page of the RFQ - Request For Quote page is divided into 2 sections, which show all details in a transparent way:
RFQ details with options of adding & managing the quote.
Displaying the quote in Calendar, managing the Checklist, PAX and other options.
Details of the Request
Top-left part of the page shows details, such as:
Marketplace - Avinode, HelloJet, Victor or Leon.
Quote request ID - ID of the quote generated by Marketplace.
Requested by - client’s or company name.
Representative - client’s representative (defined in Leon or imported from Marketplace).
Assignee - a person who is designated to work the quote.
T/O & LDG emails - client representative’s email address to which Leon should send MVT emails (or client’s if Representative is not selected). Can be deleted or overriden by manual entry.
Statuses of the Quote
In this section you can find available options for the quote status change. Changing statuses are corelated with actions, among which are: sending emails, documents, etc…
NEW - highlighted when adding a new quote into Sales panel or as a new quote from Avinode.
QUOTE - send a quote proposition details with Flight Quotation document.
REJECT - reject the client‘s offer (the quote will show as ’rejected’ on client‘s side). - OPTION - click to add the trip to Schedule page with the status ’Option’.
CONTRACT - shows a new window for Charter Agreement document sending.
BOOK - click to add the trip to Schedule page with the status ‘Confirmed’.
BRIEF - shows a window for Flight Brief document sending.
CLOSE - closing the transaction.
Independent from the status change actions you can always print sales document or send it via email using options:
DOCUMENT - Flight Quotation, Charter Agreement & Flight Brief.
SEND EMAIL - for sending sales documents via email or sending custom emails.
Itinerary details
Right below request details & quoting options you can find Trip details: Aircraft registration, Price, ADEP, ADES, Departure time LT, Arrival time LT, Block Time, Flight Time, PAX number and Ferry flight indication.
By clicking the + icon you can add a new leg into the existing trip - you can do it also in-between existing flights.
Below trip details you can find 3 options to:
- click to add a positioning flight (Leon will match last flight’s ADES and next flight’s ADEP in actual confirmed aircraft schedule).
- select quote that is chosen for futher processing - this action can be undone to
- adds price list to current quote - this action can be undone to
which deletes the price list from the quote.
Quote pricing
There are 2 ways of creating price valuation: manual entering price for entire quote and using detailed price list for an aircraft and airports.
You can manually enter the Price in the field next to Aircraft. This field is only editable when detailed price list is not added.
Be advised that when the quote is imported from Avinode and an aircraft is configured in a section FEES, detailed price list shows automatically ann an original Avinode price is always displayed next to it and can not be changed.
Once you have added Request & Itinerary details and selected the aircraft, click button and Leon will show a new section Quote below with Aircraft Fees & Airport Fees (previously defined in the section Fees).