Quotations Settings

Two radio button views control what you see:

• Active: Shows quote configurations currently available when creating quotes. These appear in configuration selection dropdowns.
• Deactivated: Shows quote configurations removed from active use. Deactivated configurations no longer appear in dropdowns but existing quotes using them are unaffected.

Switching views updates the table immediately. Each view has its own search, sort, and pagination controls.

A search box (top-left) filters configurations by name as you type. The search applies to the currently selected view. An information icon next to the search box shows which fields are searchable.

If no results match your search, an alert displays: "There are no [active/deactivated] quote configurations for your search terms."

In the Active view, click the Add quote configuration button (top-right) to open the configuration window. The window is large (maximisable) and contains multiple sections. Required fields include:

The window includes additional advanced options for custom document numbering sequences and exchange rate display. Click Submit to save the configuration. While submitting, the button shows a loading indicator.

Cancel closes the window without saving. New configurations appear in the Active table and become available in quote creation dropdowns immediately.

The Active table displays configurations in sortable rows. Columns include:

• Edit: Blue pencil button that opens the configuration window with all current values pre-filled.
• Name: Configuration name. Click the column header to sort alphabetically.
• Default: Shows whether this is the default configuration.
• Quote No. Prefix: Three-character quote prefix.
• Invoice No. Prefix: Three-character invoice prefix.
• Aircraft Base: Default base airport code.
• Dist. Unit: Distance unit (km, nm, or sm).
• Excess Dist. p/leg: Excess distance threshold if configured.
• Quote currency: Currency symbol.
• VAT %: VAT percentage if enabled.
• Deactivate: Red button with ban icon to remove the configuration from active use.

Note: The table shows prefix values but not the code generation method. To see whether a configuration uses system default codes or custom sequential numbering, edit the configuration and view the Transaction & Document Codes table.

Pagination: If more than 15 configurations exist, the table paginates. Use the dropdown (top-left) to show 15, 30, or 60 items per page.

The Deactivated table shows selected columns and an Activate button (green plus icon) to restore configurations to active use.

Click the Edit button in any row to open the configuration window with all current values pre-filled. Modify any fields as needed, including document prefixes and code generation settings in the Transaction & Document Codes table.

Click Submit to save changes. Changes apply to new quotes created with this configuration. Existing quotes retain their original parameters even if the configuration is modified.

In the Active table, click the Deactivate button (red ban icon) to remove the configuration from active use.

Two radio button views control what you see:

• Active: Shows fields currently appearing on quote forms in their defined order.
• Deactivated: Shows fields removed from quote forms. Data entered in deactivated fields remains stored but the fields no longer appear on forms.

Switching views updates the table immediately. Each view has its own search and pagination controls.

A search box (top-left) filters fields by name and label as you type. An information icon shows which fields are searchable.

If no results match, an alert displays: "There are no [active/deactivated] fields for your search terms."

In the Active view, click the Add field button (top-right) to open the field window. Configure these properties:

• Name: Internal field name (e.g., "client_reference", "special_requirements").
• Label: Display label shown to users on the form (e.g., "Client Reference", "Special Requirements").
• Type: Field type (text box, text area, number, date, dropdown, checkbox, etc.).
• Required: Checkbox to make this field mandatory on quote forms.
• Display order: Numeric value controlling the field's position on the form. Lower numbers appear first.

For dropdown fields, additional configuration allows you to define the list of selectable options.

Click Submit to save the field. It appears on quote forms immediately in the specified display order.

The Active table displays fields in their form display order. Each row includes:

• Reorder handle: Drag icon for changing field order. Drag rows up or down to reposition fields on the form.
• Edit: Blue pencil button to modify field properties.
• Name: Internal field name.
• Label: User-facing label displayed on forms.
• Type: Field data type (text, number, date, etc.).
• Required: Checkmark if field is mandatory.
• Display order: Numeric position in the form.
• Deactivate: Red button to remove field from quote forms.

Pagination: If more than 15 fields exist, the table paginates. Use the dropdown to show 15, 30, or 60 items per page.

In the Active table, use the drag handle (vertical arrows icon) on the left of each row to reorder fields. Click and hold the handle, then drag the row up or down to the desired position.

Release the mouse button to drop the field in its new position. The display order updates automatically and the form layout changes immediately to reflect the new order.

Click the Edit button to modify an existing field. You can change the label, type, required status, and display order. Changing the field type may affect existing data stored in that field.

The Route Settings tab displays the current configuration in a simple table with two rows:

• Routes distance unit: The unit used for route distance calculations (kilometres, nautical miles, or statute miles).
• Fixed cost currency: The currency symbol for fixed costs in the route directory.

If no route settings have been defined, an information alert displays: "No route settings have been defined."

Click the Add route settings or Edit route settings button (top-right) to open the route settings window. The window contains two fields:

• Routes distance unit: Dropdown to select the unit (km, nm, or sm). This field is required.
• Fixed cost currency: Dropdown to select the currency. Choose from active currencies configured in the system.

Click Submit to save the settings. Changes apply immediately to route calculations and quote generation.

Two radio button views control what you see:

• Active: Shows statuses currently available when managing trip items. These appear in status selection dropdowns.
• Deactivated: Shows statuses removed from active use. Deactivated statuses no longer appear in dropdowns but existing trip items retain their status.

Switching views updates the table immediately. Each view displays its own set of statuses.

In the Active view, click the Add trip item status button (top-right) to open the status window. Configure these fields:

• Status: The status name (e.g., "Confirmed", "Pending Approval", "Cancelled", "Completed").
• Colour: Select a colour using the colour picker. This colour appears as a visual indicator next to trip items with this status. Choose colours that provide clear visual distinction between statuses.

Click Submit to save the status. It becomes available in trip item status dropdowns immediately.

The Active table displays statuses in rows with these columns:

• Edit: Blue pencil button to modify the status name or colour.
• Status: The status label text.
• Colour: A wide column filled with the status colour, providing a clear preview of how the status appears in the system. Text colour automatically adjusts for visibility.
• Deactivate: Red button with ban icon to remove the status from active use.

The Deactivated table shows the Status and Colour columns plus an Activate button (green plus icon) to restore statuses to active use.

Click the Edit button to modify a status. Change the status name or colour as needed. Click Submit to save.

Changes apply immediately to status displays throughout the system. Existing trip items using this status reflect the updated name and colour.

Click the Deactivate button to remove a status from active use. The status moves to the Deactivated view.