...
Navigate to a flight leg and click the Crew Briefing button (screenshot 3)
Use the filters on the right hand side to select a time range (screenshot 4.1). You will be able to generate a crew briefing for flight legs within this range
Select the documents you want to generate for each flight leg in the range (screenshot 4.2):
Tick the CB box to generate a crew briefing
Select a GenDec type from the drop down to generate a general declaration
Tick the CabCrw box to generate a cabin crew briefing
Tick the PaxTck box to generate a passenger ticket
Click Generate Crew Briefing PDF or Generate Crew Briefing HTML (screenshot 4.3)
If there have been any changes to the flight legs and they need to be reflected in the crew briefing, click Generate Crew Briefing PDF or Generate Crew Briefing HTML again
Follow the procedure below to update recipients
Click Send
Expand | ||
---|---|---|
| ||
Generate
...
Navigate to the Trip and click the Proforma Invoice button
Follow the procedure below to update recipients
Click Send
Generate, update, and send a quote
...
Review all recipients and remove any unnecessary recipients by clicking the little cross next to their names (screenshot 7.1)
Add any required extra recipients:
To add existing contacts:
Select the type of recipient from the drop down (To, CC, or BCC) (screenshot 7.2)
Start typing their name in the Add Contacts box (screenshot 7.3)
Select their name from the drop down and click Add (screenshot 7.4)
To add external e-mail addresses
Click the Add E-mail Address button (screenshot 7.5)
Type the e-mail address in the box that appears (screenshot 7.6)
Select the type of recipient from the drop down (To, CC, or BCC) (screenshot 7.7)
Click Add Emails (screenshot 7.8)
Expand | ||
---|---|---|
| ||
Generate and send a proforma invoice
Navigate to the Trip and click the Proforma Invoice button (screenshot 8.1)
Follow the procedure below to update recipients
Click Send
Expand | ||
---|---|---|
| ||
(WIP) Sending Service Requests
...
On the Trip page, open Trip Arranged By Account in a new Tab
In the Account Information section, the Template Language field shows currently selected language
To change the language, click on the EN/FR button on the top of the page
Click ‘'Please click here to get back to the Accoun’Account’' link to go back to Arrange Arranged By accountAccount
Go back to your Trip and select the necessary document
Ensure the Template is displayed in the chosen language
...
Navigate to Trip Tab and Click the New Button
Select the Aircraft, Company Name, Primary Contact, Primary Contact Role and Lead Source
Select the Arranged By, Dispatched By and all other mandatory fields
Create all the necessary Flight Legs
Click on the ‘'Quick Quote Quote’' button on in the Trip Builder
A new window appears with the The Quick Quote template will appear in a new window
Check the email addresses in the Warning pop-up and after reviewing
Click OK to send it
...