Mobile Apps: Sales
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      Sales App - Additional Features

      Quote Currency, Enhanced Notifications and "Other" Reason for Declining Quotes or Canceling Bookings

      Changing the Quote Currency in the Sales Mobile App

      You can now change the currency of a quote directly within the Sales mobile app, just like in the web app. This feature allows you to adjust the currency of your quotes and ensure all pricing details, emails, and attachments reflect the selected currency.

      How to Change the Quote Currency:

      1. Access the Quote Currency Selection:

        1. Open the Sales app and navigate to a quote.

        2. Go to the Currency subsection on the Prices section.

        3. A dropdown list (DD) will appear labeled Choose Currency.



      2. Select a Different Currency:

        1. Choose a different currency from the dropdown.

        2. When a new currency is selected, new fields will appear:

          1. Total Gross in [Selected Currency] (editable).

          2. Exchange rates (editable).

          3. Updated quote value based on user input.

        3. You can adjust the values in these fields, and the quote value will automatically update according to the changes.

      3. Revert to the Default Currency:

        1. To revert to the original/default currency, select it again from the dropdown.

        2. The additional lines for currency adjustments will disappear, and the quote will display prices in the default currency.

      4. Email Updates:

        1. When a currency is changed, the text and attachments in the email will automatically reflect the updated prices in the selected currency.

      Usage Tips:

      1. Ensure that you verify the selected currency before sending the quote to the customer, as all details and prices will be updated to reflect this choice.

      2. If you encounter any discrepancies in pricing, check the exchange rate and total gross fields to ensure they align with your intended values.

       

      Enhanced Notifications

      The FL3XX Sales App now offers notifications that directly navigate you to relevant screens, enhancing efficiency and user experience.

      Notification Types and Actions

      1. QUOTE_REQUEST Notification:

        • Triggered When: A new quote is created via API (e.g., Avinode).
        • Action: Tap the notification to be redirected to the associated Booking screen in the Sales App.
          iPhone - 2024-07-02 at 13.50.49

      2. NEW_EMAIL Notification:

        • Triggered When: You receive an email response from a customer regarding a booking or quote.
        • Action: Tap the notification to be directed to the Messages section of the relevant booking.

      Key Features

      • Direct Navigation: Notifications guide you straight to the related booking or message screen.
      • Error Handling: If a flight or duty is unavailable, you will be redirected to the calendar screen.

       

      Select "Other" Reason with Additional Description

      To enhance the mobile sales app's functionality and align it with the web app, a new feature has been added that allows users to select "Other" as a reason when declining a quote or canceling a booking. This feature also includes an optional text field where users can provide a customized description for their selection.

      How to Use the "Other" Reason Feature

      1. Access the Decline or Cancel Screen:

        • When you decide to decline a quote or cancel a booking, navigate to the corresponding screen by selecting the appropriate action from the quote or booking details.

      2. Select "Other" as the Reason:

        • From the list of predefined reasons, scroll down and select the "Other" option.
        • Once selected, a text field labeled "Additional Description" will appear below the reasons list.

      3. Provide Additional Description (Optional):

        • In the "Additional Description" text field, enter any specific details or context regarding your reason for declining the quote or canceling the booking.
        • This text field is optional; you can leave it blank if no additional description is necessary.

      4. Submit Your Reason:

        • After entering your reason and additional description (if applicable), confirm your choice by clicking the "Submit" or "Confirm" button.
        • If you leave the text field empty, only "Other" will be displayed as the reason in the generated email.
        • If you provide a description, only your custom text will appear in the email, replacing "Other" as the reason.

      What Users Will See

      • Consistency Across Platforms: The mobile sales app now mirrors the web app's functionality, ensuring a consistent user experience.
      • Email Content: The selected reason, along with any additional description provided, will be automatically included in the email content generated by the app. If "Other" is selected but no description is entered, "Other" will appear in the email. If a description is added, only that custom reason will be displayed.

      Tips for a Smooth Experience

      • Ensure Field Visibility: The additional description text field will only appear when "Other" is selected from the reasons list.
      • Input Validation: The text field accepts all characters. Make sure to double-check your input for clarity and accuracy before submitting.
      • Email Generation: Remember that the details you provide will be visible in the email sent to the relevant parties, so include all necessary information to avoid any misunderstandings.

      By following these steps, you can use the "Other" reason feature effectively, ensuring that your intentions are clearly communicated and properly documented. This improvement aims to make the mobile sales app more intuitive and aligned with your workflow needs.