Generic profiles are used when providing supplemental lift on aircraft outside the operator's fleet for quick quoting. Avianis provides a standard list of generic profiles in the aircraft drop down in the create quote page. If a quote is created in a generic profile, it automatically adds to this list for further management of that generic profile if necessary. This feature can also be used for category of aircraft. For example, Heavy Jet, Mid Jet, etc. See related article How to Quote Vendor Aircraft.
Create a Generic Profile in Global Settings
Go to My Company > Global Settings > Quote > Generic Profile
The default seller notes will automatically be added to each quote in the Seller Notes Tab.
Go to My Company > Global Settings > Quote > Seller Notes
Enter text in the first tab labeled Default.
Seller Notes: Templates
Build various Seller Note templates and add to quotes as needed
Go to My Company > Quote > Seller Notes
Click the tab Templates
Click Add New
Enter the Name of the template
Enter your text in the text box
The Seller Note Templates that are built in Global Settings 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.
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.
Warning Hard Stop or Critical Hard Stop If Enabled, only the user roles selected are the users that are able to Override any hard stops when Booking a Quote If Disabled, any user role can Override a hard stop when Booking a Quote
Create retail terms and wholesale terms. The terms are included in the quote report. The quote type designates which terms are selected.
Go to My Company > Global Settings > Quote > Retail Terms (Wholesale Terms accessed in this navigation area as well)
Enter your text and click "Save"
Create custom term sheets that can be manually or automatically be applied to quotes based on various conditions such as tail number, airport, customer, etc.
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