Opportunities for Flight RFQs
As a part of our Sales Enhancement initiative for Charter Sales users, we continue to deliver on improvements to Opportunities (previously 'Deals') in this and following releases. This release includes:
What were previously Deals with itineraries are now the Deal Type of 'Opportunity'. This can be filtered by on the Deal search page by Deal Type. Opportunities can currently be created by: API, an Avinode RFQ, or the Avianis Customer Portal, which are captured as Lead Sources. (Additional creation methods forthcoming.)
Deal Types of General, Aircraft, and Job Card are still available to create manually and remain the same.
- Opportunities have a completely new look and updated functions with the following changes:
- New page icon.
- Opportunity number, which is in sync with the URL. Also included as a filterable column on the Deal Search page.
- Opportunity Stage field has moved to the Feasibility Tool and displayed in the title line.
- Header fields have been reorganized.
- Name value will now generate with only the itinerary.
- Aircraft value will include the make/model (type) and the category (size), and may be created only by the type or the category - omitting a tail number.
- If a tail number is provided, this will be automatically selected when creating a Quote or Trip from the Opportunity. Also adjusted for the filterable column on the Deal Search page.
- Itinerary information now...
- Includes: State/Province/Country of the airports, day of the week, and both Local and Zulu times
- Excludes: estimated flight time and distance
- Opportunities also have the following new fields:
- Departure Date - Will populate automatically with the departure date of the first leg, but may be edited. Also included as a filterable column on the Deal Search page.
- External ID - Dedicated field to reference in an external record that was the origin of the Opportunity. Also included as a filterable column on the Deal Search page.
- Currency - Will populate automatically with the default currency, but may be edited. When a Quote is created from the Opportunity it will use the selected currency by default.
- Account - Similar to how this is captured on Quotes and Trips, this can be selected in addition to the Contact. If a Contact is selected first, and that Contact is only associated with only one Account, that Account will auto-apply. If a Contact or Account is already selected, the companion field will have drop down with all the associated selections.
- Account & Contact Page Link Icons - Both the Contact and Account have an icon that will open a new tab to that Account/Contact profile for quick reference.
- Time TBD Indication - "?" icon will display next to the Dept/Arr times when the indication is true/on. This may be passed in through the Connect API. When creating a Trip from an Opportunity, this will automatically select TBD on the Trip for that leg.
- Pax TBD Indication - "?" icon will display next to the Pax Count when the indication is true/on. This may be passed in through the Connect API.
Opportunity from the Connect API with new fields and design indicated
Opportunity from Avinode
Model of what data from Avinode comes into the Opportunity
Quote Enhancements
As a part of our Sales Enhancement initiative for Charter Sales users, we continue to deliver on improvements to Quotes in this and following releases. This release includes:
- Updated control for overall Master Line Item ("MLI") auto-application. Removed the previous setting of 'Default' and now have 'Apply to Quotes Automatically' with the options of: Always, Conditionally, Never. The conditional fields will only display when 'Conditionally' is selected.
- If Default = Yes on an existing MLI, then Apply to Quotes Automatically will = Always. The MLI will apply automatically to every Quote created.
- If Default = No on an existing MLI, and no conditions were applied, then Apply to Quotes Automatically will = Never. The MLI will never apply to a Quote until manually select from the selection list.
- If Default = No on an existing MLI, then Apply to Quotes Automatically will = Conditionally with all the existing conditions. The MLI will only apply automatically to a Quote when it meets all of the conditions indicated.
- New Master Line Item condition for Passenger (PAX) or Position (POS) legs. Given the leg is indicated as PAX or POS, when the MLI applies it will only use the total for those legs for the following Calculation methods: Flight Time, Nautical Mile, Per Segment, Fuel Surcharge, Per Pax (Arrival), Per Pax (Departure) - otherwise will apply to quote totals.
- New Master Line Item condition for US States. Similar to Airport or Country, US States may now be selected as a location condition. When the MLI applies it will only use the total for those legs for the following Calculation methods: Flight Time, Nautical Mile, Per Segment, Fuel Surcharge - otherwise will apply to quote totals.
- The Master Line Item list page columns have been updated to reflect the new values of US State and replaced the 'Default' column with the 'Automation' column.
- Added the new Deal/Opportunity Number to display on the Quote, which also hyperlinks directly to that Deal/Opportunity record.
Updated auto-apply control for Master Line Items
New Master Line Item conditions
Updated Master Line Item list columns
Added the Deal number to the Quote display
iCal Links & Saved Searches
Users may now generate iCal links, which are exports of a schedule that may be added to other external calendar tools, such as: iOS Calendar, Microsoft Outlook Calendar, Google Calendar, and more. Define what data to include in the iCal link using the Schedule Board filters and templates, then use the Save/Share modal to click the "iCal Link" button to create the link.
- iCal schedule will include any schedule items included in the Schedule Board features: flights, personnel events, job cards (offline), discrepancies, crew assignments, medical dues, and training dues.
- iCal will never include transient events or Vendor Aircraft schedules.
- Template value styling (Bold, Italic) is not supported for iCal.
- iCal will pull in events for the 60 previous/past days from the date added and will pull in infinitely to the future.
- iCal schedules will update/sync based on your selections in the calendar tool where the iCal is uploaded. For reference, here is historically what popular calendar tools have offered:
- Apple - On startup & every 1-3 hours.
- Google - Every 24 hours.
- Outlook - On startup & every 1-3 hours.
- Outlook.com - Every 3 hours.
- Yahoo - Every 8-12 hours.