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Find the related Handling Service
Navigate to the Flight Leg in the Flight Board and click on the Flight (screenshot 1. 1)
Click on the Handling Service (screenshot 1. 2). You will be redirected to
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NuvolOps service record
Make sure the Supplier field is populated (screenshot 2. 1)
Click on the Service Request button (screenshot 2. 2)
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Create and Send the Service Request
Edit the text in the request if needed (screenshot 3)
Add a valid email address for that Supplier to the “Send To” recipients list. Search for the recipients by Contact Name or adding an Email Address (screenshot 3. 1)
Change the Supplier, Payment Method, Trip Leg Dep/Arr, Payer Info and From if required (screenshot 3. 2)
The Payer's Info can be included if the invoice has to be sent to an address different from the Arranged By field of the Trip record. (screenshot 3. 3)
Click the Send button on the top right. (screenshot 3. 4)
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Log and Track the Handling Request
Once sent, a confirmation is shown. You can go back to the Service by clicking Back to Service on the top left. The Purchase Stage will have changed to Requested (screenshot 4 / 5)
Once the Service Request has been approved, the Purchase Stage can be set to “confirmed”. (screenshot 6)
The Service Colour on the Flight Schedule will also be changed to Green (screenshot 7)
Click Save to save the changes.
The Handling Request email sent to the Supplier can be located in the Activity History in the service record. (screenshot 8)
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