Creating a New Quote

Creating a New Quote

You can begin a quote a few different ways. Any way to choose to begin a quote will use the default options you have set up.

1. You can start from the Quotes Module:

2. Or From the Operations Boards:

*By Beginning from one of the Operations Boards, you will select the Aircraft, and Date you would like for your quote, if you begin from the Quotes Module, you will have to add these into the given
fields as seen below:

You will find there are three sections on the first “Quote” Tab. The first section, or column, is for the customer information. You can use the Lookup ID to type the Initials of the Company or passenger.

By selecting the Quoted for lookup ?{], you will be able to choose from your database of Passengers and Companies.
This will pull all the Client’s Defaults into the quote. In addition to the Contact Information, things like Rate and Additional Costs can pull from the Customer Profile.
The Dropdowns listed here are used for reporting and filtering for reporting. The Checkboxes for Confirmed, Approved and Scheduled will be used when you schedule the quote, or choose to select
Confirmed, or Approved.

The second Section or Quote Section provides information on how the quote will calculate based on the selected parameters or options.
Rate Type and Owner Rates are set up in the Aircraft profiles, but you can view and adjust them by
choosing the Rate Type Button to the left of the drop down option. Once we populate the itinerary,
the Revenue Leg and Positioning Legs Rate will populate.
If you want to view what the equivalent rate would be using a different unit, this rate will populate
with the Itinerary. If you want to adjust the Rate to match the different unit, you can easily adjust
here as well. You will see the fix box automatically check if you adjust this.



The Rate Effective Date will allow you to choose what time frame this rate will pull from. For
example, if you have multiple rates listed, and have updated them multiple times; FOS will choose
the rate from the date range when this was quoted (in this example). You have the option to choose
how many passengers will be on the quote, and crewmembers. This could affect things like taxes
and overnights if they are based on a crew multiplier.

Your Leg Edit screen from quotes will look the same as it does from your trips, but depending on your display options, might look a little different that my setup here. You will notice some of the fields may have pulled in from the earlier screen, and some are based on what I have set for defaults. I will break down this screen in horizontal sections.
The Trip View Window is Customizable in Scheduling Defaults but will give you a wide range of “at a glance” information for all legs. You can use the horizontal scroll bar if the information is not able
to be displayed fully from the viewable window.
In the Itinerary section, add the appropriate Dates, Times and City Pairs. FOS will calculate the Time on the ground for Quick Turns, the Taxi, Airspeed, etc based on what you have selected in the setup of the Aircraft Type. Use the Tab key to carry you through to the next line, and then depending on your settings, the next leg.
To add any additional costs that are not included in your Default Quote or attached to your Rate, you can add these manually. From the Cost Tab, you can choose to add an Additional Cost Group or an individual Cost as needed.


The Quote will calculate using the chosen Rate Type, and Additional Costs that have been set up in your Default Quote. These calculations will be displayed in the Quote Column. The Owner column is going to show the totals based on what you have set up in the Aircraft Rate under Owner Rate. You will then see the Margins above displayed in a percentage and the difference in sub totals.
Leg Min: Displays any applicable Leg Minimums that were set up in the Aircraft Rate.

Trip Min: This would display any applicable Trip Minimums that were set up in the Aircraft Rate.

AC Cost: Combines the Flight Time Charges and Block Time if that is included in your Rate.

Fuel Cost: Includes any fuel surcharges you have set up in the Aircraft Costs.

Additional Costs: This will combine all charges from the Cost Tab in the Quote.

Flog Exp: Once the expenses have been added to the Flight Log, you can pull these items into the quote for billing. The additional cost must have the “Not Billable” box checked in the setup, and then the Ready box chosen in the invoice section above to activate these charges and pull them into the quote.
Contract: Displays what would be deducted from the Customer’s contract should they have one in their profile. This can be adjusted manually.

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