Getting Started: Sales Settings
All settings related to Sales can be found here within the main navigation under Sales > Sales Settings.
MASTER LINE ITEMS
Master Line Items
Master line items enable the user to configure additional costs that can automatically apply or manually select when creating a quote.
Go to Sales > Sales Settings > Quote Master Line items
Click "Create"
Enter the description. The description reflects on the quote
Select the calculation method. There are various options for calculating the charges.
Select whether or not to use the company Tax Configuration. Any additional tax rules can also be applied at this time.
[Optional] Select the Cost Code from the drop down (this item allows for tracking within the finance integration)
Enter the amount
[Optional] Enter an overhead amount if charging more than the indicated cost
[Optional] Set any conditions that might apply to the item such as: aircraft tail number, aircraft type, aircraft category, aircraft tag, airports, country, state/province, itinerary, account, account type, date range, quote type (Wholesale/Retail) and/or leg type (Pax/Pos).
Click "Save"
SELLER NOTES
Seller notes are included in the quote report. Seller notes can also be entered per aircraft Add Seller Notes to An Aircraft
Seller Notes: Default
The default seller notes will automatically be added to each quote in the Seller Notes Tab.
Go to Sales > Sales Settings > Seller Note Default
Enter text for default seller notes
Click Save
Seller Notes: Templates
Build various Seller Note templates and add to quotes as needed
Go to Sales > Sales Settings > Seller Note Templates
Click Add New
Enter the Name of the template
Enter your text in the text box
Click Save
The Seller Note Templates are available to add to any quote record by accessing the Seller Notes tab within the quote. Example of Seller Notes are Winter Operation Terms, Holiday Cancellation Policy, etc. Anything additional you want the buyer to know that are not part of the Terms and Conditions.
CONFIGURATION SETTINGS
Hide Position Legs
Default position legs to hide from the quote by toggling Hide Position Legs to yes. Anytime a leg is designated as POS, the leg will automatically hide from the quote from the customer.
POS button in the quote create page:
Once the quote is created, toggle the button next to the specific leg(s). If you want to hide all positioning legs, click the Positioning Legs Show/Hide toggle at the top of the itinerary.
Permissions
Warning Hard Stop or Critical Hard Stop
If Enabled, only the personnel and/or Groups entered here that are able to Override any hard stops when Booking a Quote
If Disabled, any user can Override a hard stop when Booking a Quote
Terms
Create retail terms and wholesale terms. The terms are included in the quote report. The quote type designates which terms are selected.
Go to Sales > Sales Settings > Terms: Wholesale/Terms: Retail/Terms: Customs
Enter your text and click "Save"
DEALS/OPPORTUNITIES
Opportunity/Deal settings can be located within Sales > Sales Settings.
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