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Revise quote and trip due to itinerary change
Access the trip that needs to be adjusted. Click on the number for the quote with the green background (this is the quote that is currently booked). 3. Click on the copy quote button in the top right corner. 4. It will ask, would you like to copy ...
Quote: Booking & Feasibility Checks
This article will cover: Items checked within the Feasibility & Tools of a quote How to book a quote ACCESS QUOTE FEASIBILITY The quote feasibility captures pertinent information and potential issues at either a warning or critical level. To locate ...
Quote: Profit Analysis
When a quote is created and the aircraft being quoted has a contract and a completed owner cost section, the Feasibility & Tools > Profit Analysis provides the operation with an estimated Profit Percentage. The Profit Percentage is the % the ...
Setup Quote Pricing (Contracts)
Setup multiple rates (contracts) on the aircraft profiles and/or the account records. Each contract created on the aircraft profile can encompass owner payback details, which drives the profit percentage in the profit analysis within the quote. ...
Create and Modifying a Quote
This article shows how to: create a quote from the quote search page, the aircraft schedule, the schedule board, and directly from an account or lead record. modifications that can be made to a quote record CREATE QUOTES Create from Quote Search Page ...