Sales Initial Training | Itinerary: Add a Leg

00:00: In this video, we will show you how to add legs to an itinerary

00:03: so a complete trip can be sent for quotes and invoices.

00:07: The itinerary is a Sales function, when we think of access rights and

00:11: email senders, that originates in the Sales or Trip modules. Corporate

00:15: Flight Departments will see Trips with a modified workflow, while Operators and Brokers

00:20: will see Sales. The itinerary functions the same in all of these use cases. Once

00:24: a trip progresses to the Booked phase of the workflow,

00:27: it will also exist in the Flight Strip, which is accessible in Dispatch

00:32: and Timeline. Let’s stay in our Sales module for our training purposes.

00:36: Let’s recreate the 1929 Women’s Air Derby from Santa Monica,

00:40: California to Cleveland, Ohio. It was a series of flights from 18

00:44: through 26 August that passed through California, Arizona, Texas,

00:49: Missouri, and Ohio. Our itinerary currently shows 4

00:53: legs. Let’s add the next one together.

00:56: From the last leg, click the plus button to add a subsequent leg.

00:59: The same could be done between any two legs.

01:03: It is not necessary to add a flight number, as they may be configured in your company

01:07: settings by templates, tokens, or tail numbers. For our training

01:11: purposes, we are going to use 1929 plus an alpha character to

01:15: distinguish each leg.

01:17: Enter or confirm the date. Here,

01:19: we are adding a second leg on the same date, so no change is

01:23: needed.

01:25: Note that the departure time populates automatically.

01:28: We have two settings applied that are driving. This first, we have a 30 minute

01:32: turn time, applied on the aircraft page. Second, we have some rounding

01:36: applied in the company settings. All the strict 30 minute turn time will

01:40: maximum crew, availability within their flight Duty and, or

01:44: flight Duty period. Limitations a departure at 11:25 instead

01:49: of 11:22 is more presentable to the client.

01:52: Let’s take a peek at those two settings.

01:55: In each aircraft page, you can adjust the turnaround time.

01:58: This is always editable on the itinerary as well.

02:02: Took this box to round the departure time so that when you arrive at a time, other than 00

02:07: or 05, this system adds the minimum turnaround time and rounds

02:11: the next departure to the next to them or oh five.

02:14: Back to the itinerary, the departure location populates automatically from the previous

02:18: arrival

02:20: Enter the destination. This leg will go to El Paso, Texas.

02:24: I can type the ICAO or IATA codes or the city name.

02:29: The arrival time and block time will calculate automatically based on aircraft

02:33: operational parameters. Once saved, you can hover over the block time

02:37: to show the fight time

02:39: Let’s add one more leg. Click the plus sign

02:43: Remember, flight numbers are not required

02:45: here. They will populate automatically when the trip is booked. But you may use

02:50: them if you need something customized like in this trip.

02:53: For this leg, let’s use the map to determine our arrival airport.

02:58: Type the address or airport, we’re looking for pickups Texas, select

03:02: it from the options available.

03:04: This is a domestic flight, so customs is not needed,

03:06: but is it possible to filter the map for airpots with customs available.

03:11: Zoom in or out to see more or fewer airports.

03:16: Pick us Municipal. Airpod has a 6,236 foot Runway so

03:20: let’s select it and click. Okay.

03:22: If we decide to spend the night in El Paso, we can change the departure date by

03:27: typing or opening the calendar.

03:29: Let’s depart the next day.

03:31: Let’s also change the time to departure at 10:00 in the morning.

03:34: If you hover over the time, you will see local UTC

03:38: and Homebase. The time you’re editing is always the local time in

03:42: the itinerary, because that is the time you are communicating to the client.

03:46: Here’s a look at our updated itinerary with two additional likes the fields

03:50: in Orange. Are the ones we have just edited.

03:53: As always, click save

03:56: Thank you for watching this video to learn how to add legs in an itinerary