Quotes: Fleets & Vendor Aircraft
This article will cover:
How to quote for Fleets and/or Vendor Aircraft
run feasibility checks for Vendor Aircraft and Fleet quotes
how to edit the price for the quote
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CREATE A QUOTE
Click on Quotes from the main navigation
Select create
Select the account, contact, and aircraft. When selecting the aircraft there will be options within the drop-down for a tail number from the Managed, Vendor, or Fleet list.
Input the itinerary details and click create
Managed refers to the operation's aircraft added within the My Company > Aircraft section.
Vendor Aircraft also known as Brokered Aircraft are the tail numbers added to charter operator vendor records.
Fleets allow a user to assemble a quote before a specific tail number is assigned/known. When a Fleet is selected, the system will use a Representative Aircraft that has been designated for the Fleet to pull in basic aircraft data points such as, performance data, flight time configurations, capacity, and contracts. For more information refer to the article Aircraft Fleets
Note: If a user selects Fleets for the quote and a specific tail number is later secured from a vendor, that tail number can be added to the booked quote by creating the aircraft within the charter operator vendor record. See how to Add a Vendor Aircraft for more details.
FEASIBILITY CHECKS
Feasibility checks are done on all trips and quotes to include ones on vendor aircraft and fleets. These checks are similar to the ones conducted on managed tails with a few variations:
Airport Performance Checks - If the airport on the quote does not meet the minimum runway length, width, elevation, and operating weight on the Fleet Representative Aircraft the blue information message will display, "Aircraft in this Fleet may not have the runway length performance required for the airports in this itinerary, the check will run upon aircraft assignment".
Flight and Distance Check - If the flight time/distance exceeds the fuel stop threshold NM and/or time on the Fleet Representative Aircraft the blue information message will display, "Aircraft in this Fleet may not be able to perform this itinerary without a fuel stop, a check will run upon aircraft assignment".
Passenger Count Check - If the passengers on the flight leg (excluding pets) is greater than the Pax Seating value on the Fleet Representative Aircraft the blue information message will display, "Aircraft in this Fleet may not have the seating capacity for this itinerary, the check will run upon aircraft assignment".
Note: Maintenance checks for Fleets and Vendor aircraft are not displayed since maintenance-related items are not applicable for these aircraft.
For more information on feasibility checks please reference Feasibility & Tools.
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EDITING THE COST
A few options are available to adjust the Costs.
Quote Price Override
Users can override the quote total by using the Quote Price Override YES/NO toggle button next to the total price.
Override set to YES: Click YES to override/edit the total of the quote. Once clicked the total displays in the blue hyperlink indicating that it can be clicked and edited. The system-generated total remains unchanged and displays in parentheses next to the editable Total field. The updated quote total displays the overridden price in the following areas
Quote Search (Total column)
Deal widget in the quote (Total column)
Quote widget in the deal (Total column)
Quote widget on the Trip (Total column)
Profit analysis
Snapshot (Displays if a jet card is enough to cover the total of the quote)
Reports
Override set to NO: If the toggle is set to NO then the Quote total is calculated based on the itinerary and line items entered as additional charges. Once the quote is created, many modifications can be made to the record.
Editing by Leg Price/Cost
There will then be two options for adjusting the total price based on each of the Leg's price. If the Calculation Method is not already set to FIXED, make that selection.
The first is to click into the flight leg on the quote and input the total price into the cost field. By inputting it into a leg it will refer to the quote type (retail or wholesale) for tax application.
2. The second option is to add a line item. If FET applies the designator will need to be checked.
If the quote type is set to retail, applicable taxes will be applied to the price. If the quote type is set to wholesale, no tax will be applied.
Note: Once the quote is created, the user can edit the aircraft profile information by clicking the info icon next to the tail number and then clicking Go To Profile.
Ref: S-Q05
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