Quotes
[Video] Adjust taxes within quote
The standard FET and Passenger Segment Tax is setup on a global level. In My Company > Global Settings > General and Taxes. Any additional tax fees should be setup in My Company > Global Settings > Quotes > Master Line Items. This video covers how to ...
Quote: Booking & Feasibility Checks
This article will cover: Items checked within the Feasibility & Tools of a quote How to book a quote ACCESS QUOTE FEASIBILITY The quote feasibility captures pertinent information and potential issues at either a warning or critical level. To locate ...
Revise quote and trip due to itinerary change
Access the trip that needs to be adjusted. Click on the number for the quote with the green background (this is the quote that is currently booked). 3. Click on the copy quote button in the top right corner. 4. It will ask, would you like to copy ...
Copy a quote
Click on the copy button in the top right corner of the quote 2. In the popup that is displayed, click on the "Copy to Trip" if the original quote is tied to a trip and you want the copy to be as well. Otherwise you can click "Copy". Ref: S-Q04
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 add master line items from within a quote
Click on the down arrow button next to "Add New Item" and click Add Masterlist Item In the popup window, check the box next to the items you want to add to the quote Click "Add to Quote" Add a Master Line Item through the Quote Once you have pulled ...
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 ...
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 _________________________________________________________________ CREATE A QUOTE ...