Curriculum
- 1 Section
- 8 Lessons
- Lifetime
- Sales Initial Training9
- 1.1Sales Initial Training | Add a Quote6 Minutes
- 1.2Sales Initial Training | Itinerary: Add a Leg5 Minutes
- 1.3Sales Initial Training | Itinerary: Delete and Reinstate a Leg2 Minutes
- 1.4Sales Initial Training | Itinerary: Split a Leg3 Minutes
- 1.5Sales Initial Training | Itinerary: Warnings and Airport Changes2 Minutes
- 1.6Sales Initial Training | Itinerary: Manual Feasibility Check3 Minutes
- 1.7Sales Initial Training | Adding and Changing Passengers2 Minutes
- 1.8Sales Initial Training | Copy Pax2 Minutes
- 1.9Sales Initial Training | Quiz20 Minutes5 Questions
Sales Initial Training | Add a Quote
00:00: This training video will walk you through the steps to Add a Quote in Sales using F3XX.
00:05: Building trips in Sales, as opposed to Dispatch,
00:07: allows you to move through the sales Workflow sequence.
00:10: Start by clicking on the green “Add Quote” button on your left hand list.
00:15: Click the selected button.
00:17: Several workflows are implemented and can be selected in the drop-down list.
00:20: These are configurable in conjunction with your company administrators and your
00:24: FL3XX support team. Common workflows include: charter, subcharter,
00:29: owner private, scheduled, ambulance, maintenance, and training.
00:33: The workflow affects the aircraft that are selectable, as some aircraft
00:37: may be marked as private only and thus not available for charter workflows.
00:41: In this example we will select an Owner Private workflow
00:45: Selecting an account is mandatory. This is the company or business with
00:49: whom you are doing business for this flight. It might be an owner’s corporation, a
00:54: brokerage firm, or for a corporate flight department it could be the department to whom
00:58: billing will be associated. Just start typing the name in the field of click the plus
01:02: create new button at the bottom of the list. Let’s choose the “Smithsonian National
01:06: Air and Space Museum.”
01:09: A distinct difference from booking, a flight on the dispatch module, besides the
01:13: ability to refine a quote, adjust pricing and run feasibility, checks
01:17: is the ability to add a person to a booking.
01:19: This person is the customer so it could be an owner for a managed aircraft.
01:23: A specific broker or a department leader at a cfd.
01:27: Our customer will be owner, pilot, Amelia, Earhart,
01:30: Next you can select the aircraft. We will use our Citation X.
01:36: The Itinerary is designed for ease of use
01:39: while keeping all relevant information in view.
01:41: Let’s take a look at each component.
01:44: The flight number will be assigned upon completion of the sales workflow bookstop
01:49: and accordance with your configuration settings for flight number generation.
01:54: Flight numbers can also be assigned or changed manually.
01:57: In this video, we are going to recreate a historic flight, so let’s make
02:01: the flight number the year. It took place adding a letter for each leg.
02:05: Do you know what famous transcontinental flight took place and August 1929.
02:10: Navigate here.
02:12: The departure date of this flight was 18 August. Dates can be entered in
02:16: various formats, like by typing day, month, and year without
02:19: punctuation (in the day-month order configured for your instance and geography) or you
02:24: can select the date from the calendar.
02:25: The departure time of the flight is displayed in local time and is blocked out time
02:30: after you save, you can hover on the time with your mouse to see the time
02:34: in UTC and the time zone of the departure Airport.
02:38: You can type the ICAO or IATA code, the main city, or the airport
02:42: name. You can also select the map search
02:45: Type in an address, city, or airport. The runway length
02:49: populates from your aircraft settings, but it is editable.
02:54: Use the toggle to determine whether or not you need customs available
02:58: Type on in the given field.
02:59: Click the selected option.
03:02: Input on in the available field.
03:04: Click on an airport to expand and see more details.
03:08: Click OK to select the airport or the X to close it
03:11: and select another. The 1929 Women’s Air Race Derby
03:15: departed from Santa Monica Airport. For the reenactment in today’s
03:19: demo, let’s pick an airport that is more comfortable for general and business
03:23: aviation, away from the major airlines.
03:27: Van Nuys, on the north of Los Angeles, sounds like a better option.
03:31: Click OK to select.
03:33: Likewise, for the destination, we can type an IATA or ICAO
03:38: code, city, or airport name, or use the map.
03:42: The destination of our first leg will be a short flight north to San Bernadino.
03:48: The number of passengers will always default to the maximum number of pax on the aircraft,
03:52: as configured in your aircraft module for the tail selected.
03:57: As soon as you have a passenger count, now or in the future, you will edit
04:01: the number in the itinerary. We will have just one passenger on this
04:05: flight.
04:06: Now that we have entered the basic details, date departure origin
04:10: and destination. We can see that Flex has automatically calculated
04:14: the arrival time and walk time based on your aircraft settings
04:18: and great circle. Distances after saving, hovering over the block
04:22: time with display, the flight time, the show toggle indicates that this leg
04:26: will appear on passenger manifests. We also have the distance available in nautical
04:31: miles.
04:33: Now let’s add one more flight segment or a leg to this quote, just click the
04:37: plus button on the right of the itinerary.
04:40: Remember the flight number does not need to be added here, but to keep our training focused.
04:44: We will use 1929 B next.
04:47: We enter the date. This will be the second leg on the same day for our training purposes.
04:52: Move to the field. That is shown.
04:55: The departure time calculates automatically based on the turn time
04:58: you have configured in your aircraft settings. It is also editable.
05:01: Let’s plan for a 30-minute turn.
05:03: Your company settings also allow for the rounding of times here.
05:07: So if your arrival had been at 09:34, the next departure would
05:11: not be at 10:04 but rather at 10:05, as this is generally more
05:15: presentable on customer communications, but the option to round is
05:19: at your company’s discretion in the settings.
05:21: The departure populates automatically from the previous arrival
05:25: Just like before, enter the arrival or destination airport. This
05:29: leg will operate to Yuma,
05:31: Arizona.
05:33: Last but not least, be sure to save your quote after you have completed the itinerary.
05:39: This guide covered the steps required to Add a Quote in Sales in
05:43: FL3XX.