Create, price, and quote a Service

1. Navigate to a trip and scroll down to Services

2. Click New

3. Select the service type and enter details

4. Click Save

Access and use the Service Manager

1. Navigate to a trip and click the Service Manager (SVCS) button

2. You will be taken to the Service Manager screen (screenshot 2)

3. Using the radio buttons on the top right, select whether you want to work on Fuel services or other services (screenshot 2-1)

4. You can edit the following fields from here:

   1. Service Name (screenshot 2-2)

   2. Service Supplier (screenshot 2-3)

   3. Unit type (hours / kilometers / passengers / days) (screenshot 2-4)

   4. Cost of each unit (screenshot 2-5)

   5. Quantity (screenshot 2-6)

   6. Cost of the service from the supplier, in the supplier’s currency (screenshot 2-7)

   7. Supplier’s currency (screenshot 2-8)

   8. Currency exchange rage between the supplier’s and trip’s currencies (screenshot 2-9)

   9. Whether the Arranger is the same account as the Supplier (screenshot 2-10)

   10. Whether to add the price of this service to the quote (screenshot 2-11)

   11. Whether to display this service on the quote individually (screenshot 2-12)

   12. Whether to apply GST/VAT to this service (screenshot 2-13)

   13. What discount percentage (negative) or margin percentage (positive) to add to this service (screenshot 2-14)

   14. What discount amount (negative) or margin amount (positive) to add to this service (screenshot 2-15)

   15. The final service amount (screenshot 2-16)

   16. Service notes (screenshot 2-17)

5. Click Save All to save and keep editing, Save All & Close to save and exit, or Close to exit without saving (screenshot 2-18)

 Screenshots

Add a Traveller (Travel or Hotel services)

1. Navigate to a Travel or Hotel service and click the Add Traveller button at the top of the page

2. Enter the name of the traveller and select a crew or staff member from the drop down (screenshot 3-1)

3. If required, add the ticket or reservation number (screenshot 3-2)

4. Click the Add Event button (screenshot 3-3)

5. You will see a success message and the traveller’s name will appear in the Scheduled Travellers section (screenshot 4)

6. To remove a traveller from the service, click Cancel next to their name (screenshot 4-1)

7. To go back to the Service itself from this page, click on the Service hyperlink (screenshot 4-2)

 Screenshots

Generate and send a Service Request

1. Navigate to a service and click Service Request. You will be taken to the Service Request screen (screenshot 5)

2. On the left hand side, you can see the text that is going to be sent out as a request. You can modify this text manually from here

3. On the top right, you can see the supplier info (screenshot 5-1). To reflect any changes done to the current supplier, click Apply Supplier. To change the supplier, click Change Supplier, then select a different account and click Apply New Supplier

4. Select a payment method from the drop down (screenshot 5-2)

5. You can select a different service request template from the Service Request Template drop down (screenshot 5-3). Different templates have different formatting, and sometimes display different details

6. You can select what flight legs to display on the request (screenshot 5-4):

   1. All flight legs of the current trip

   2. All flight legs of the current aircraft, arriving in the same airport during a period of time - when this option is selected, a calendar will appear, allowing you to select the period

   3. Tick each flight leg box to make a more precise selection

7. Use the Refresh Service Request button (screenshot 5-5) to show any changes made on this screen or the flight leg, service, etc.

8. Select the payer info (screenshot 5-6) and sender (screenshot 5-7) from each drop down

9. Add and remove recipients as required (screenshot 5-8) and click Send (screenshot 5-9)

 Screenshots