Quick Charter Enquiry Flow

Initial Requirements

To be able to generate the quote to the client make sure the required data is set:

• Operators
• Aircrafts
• Broker Details/Contacts

User Setup:

• Select the Default currency in your user settings - it will be auto filled in pricing.
• Make sure you use local or UTC timings based on User settings (click on your login):

In enquiries the local time displayed in BLUE and UTC in BLACK

Local times:

UTC times:

Steps:

• Create new Enquiry form menu or from Enquiries list

• Set the Required fields (some can be optional or removed by permissions):
  
  

  

  Edit Lists

  To Edit the Pick List setup for Charter Type, Source, Source Description - you can do in Menu → Settings → Pick Lists Setup

  To Edit Broker List - Menu → HR → Employee Base and Make sure you select in Employee Type → Broker:

  

• Enter the Initial Routing Details (Multiple routing options are possible once the Enquiry is Saved at 1st time):

Some Sectort can be marked