Create and add master line items from within a quote
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Customization of Master Line Items
The Master Line Items settings allow an operation to build their standard charges and create automation as quotes are being built. To build a master line item, go to My Company > Global Settings > Quotes > Master Line Items. There are various ...
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 ...
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 a Trip Related Invoice
From within the trip, bottom right-hand side, click "Add New". 2. Enter the applicable information in the pop-up window and click "Create". The draft and open status can be used to define internal process. It will be visible in the invoice search ...
Crew Records: Training Items
Training Items are a way to track training and other Training items for Personnel. Training Items must be added as a part of a Program. More information on how to create an manage Programs in Crew Records: Programs. In this article how to: Create a ...