Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Create a trip

  1. Navigate to Trips and click New. This will open the Trip Builder (screenshot 1)

  2. On the top-right, select the trip type from the drop down (screenshot 1-1).

    1. To create a Services trip, select Services and follow the instructions below

  3. Under Aircraft, start typing the aircraft registration; it will autocomplete (screenshot 1-2)

  4. Double check any fields that autofill and enter the rest of the information

  5. In the Flight Legs section, type the name, ICAO or IATA of the departure and arrival airports, and select an airport from the drop down (screenshot 1-3)

  6. Fill in the departure or arrival date and time; the flight time will be calculated automatically (screenshot 1-4)

  7. To create more flight legs, click the green '+' sign on the right (screenshot 1-5) and repeat steps 5-6

  8. To remove a flight leg, click the cross next to the '+' sign (screenshot 1-6)

  9. Using the toggles above the Flight Legs section (screenshot 1-7), you can determine the following:

    1. Whether overnights are calculated automatically or entered manually (only for Charter trips)

    2. Whether local times or UTC times are displayed

    3. Whether flight time or block time is displayed

    4. Whether Airline Tools is used to calculate the flight time, or the calculation is made based only on Great Circle

  10. Finish creating the trip

    1. For Charter trips:

      1. Make any required price adjustments (screenshot 1-8)

      2. If you want to create the trip before sending out a quote, click Full Quote (screenshot 1-9). The trip will be created in the stage Quotation Request

      3. If you want to send a quote to the client before finishing the trip, click Quick Quote (screenshot 1-10), then check the email content and recipients (screenshot 2-1) and click Send (screenshot 2-2). The trip will be created in the stage Quick Quotation Sent

    2. For Owner, Pref Charter, and Flight Services trips:

      1. Click Create Trip on the bottom right

 Screenshots

 Trip Builder video
trip builder.mp4

Create a Services Trip

  1. Navigate to Trips and click New

  2. Select Services as the trip type on the top right (screenshot 1-1)

  3. This will take you out of the Trip Builder and into a record creation screen

  4. Fill in the mandatory fields (enter any value in the Trip Name field, which will be recalculated after saving)

  5. Click save

Adjust the flight time of a flight leg

  1. Navigate to the trip and scroll down to the Price Calculator (screenshot 3)

  2. Click the Flight Legs tab (screenshot 3-1)

  3. Enter the flight time correction in minutes (use a '-' sign for negative values) under FT Corr (screenshot 3-2)

 Screenshots

Adjust the Price of the Trip (Charter trips only)

  1. Make sure the trip’s stage is Quotation Request or Quotation Change

  2. Navigate to the trip and scroll down to the Price Calculator (screenshot 4)

  3. Edit any of the following fields (screenshot 4-1):

    1. Aircraft Amount

    2. Gross Amount

    3. Total Disc / Margin

    4. Total Disc/Margin %

    5. Total Dem Amount

    6. Total Demurrage

  4. All other fields will be recalculated accordingly

 Screenshots

Change the Selected Aircraft in a Trip

  1. Navigate to the Trip and click the Select A/C button

  2. Begin typing the new Aircraft's registration in the Select an Aircraft box (screenshot 5-1)

  3. Select an aircraft from the drop down and click Add to add it to the list

  4. Tick the Included checkbox (screenshot 5-2) to include an aircraft on each flight leg; this aircraft will appear in quotes but will not be used to calculate pricing, flight time, etc.

  5. Tick the Selected radio button to select an aircraft (screenshot 5-3) for a flight leg; this aircraft will be used to calculate pricing, flight time, etc. Only one aircraft can be selected for each flight leg

 Screenshots

Change the currency of a trip

  1. Navigate to the Trip and click the Currency button

  2. Select the required currency from the drop down

  3. Click Change Currency

  4. To refresh the currency exchange rates to more current ones, click Refresh Currency Exchange

Cancel a Trip

  1. Navigate to the Trip and click the Cancel button

  2. Select a reason for cancellation from the drop down (screenshot 6-1)

  3. Click Cancel Trip (screenshot 6-2)

  4. Do not close the Cancel screen or browser tab until you receive confirmation that the trip has been cancelled (screenshot 7-1)

 Screenshots

Manage an internal Sub-Charter Trip

The Different Entities Involved

  1. Company A is the aircraft operator. We will call it the Operator.

  2. Company B is the entity using an aircraft operated by another company. We will call it the Seller.

  3. Company C is the client. We will call it the Client.

Trip setup 

  1. The Operator creates a Charter trip with the following details:

    1. Arranged By: The Operator

    2. Client Account: The Seller

  2. The Operator sends a quote for this trip to the Seller

  3. After receiving the quote, the Seller makes the following changes:

    1. Arranged By: The Seller

    2. Client Account: The Client

    3. Stage: Quotation Change

    4. Primary Contact: a contact related to the Client account

  4. The Seller creates a Service with the following details:

    1. Service: Sub Charter From Group

    2. Offered Price: the margin required by the Seller

    3. Arranger is Supplier: true

    4. Add to Quote: false

  5. The Seller sends a quote to the Client


  • No labels