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How to create and edit freight quotes?
How to create and edit freight quotes?
Updated over a year ago

Create and edit Freight Quotes

Freight quotations can be added in two ways through this section - manually or using the rate search method.

To create freight quotes manually:

  1. Go to Quotation > All Quotations.

  2. Click on the Edit pencil icon on the required quote request.

  3. Now, under the Rate Search & Responses tab, click on Add Quote Response.

  1. The Quote Response page opens up, enter the Valid Till date - quote validity.

  2. Next, click on the + Add More Line Items button and proceed to add line items under this quote.

  3. Enter the mandatory line item values - Sale Book, Qty, Buy & Sell amounts and the Currency.

  4. Post addition, review your Total Sell Amount on the right pane.

  5. Finally, click on Add to save the Freight Quote as a Quote Response.

To create freight quotes through the rate search method:

  1. Go to Quotation > All Quotations.

  2. Click on the Edit pencil icon on the required quote request.

  3. To perform a rate search, under the Rate Search & Responses tab, scroll down to the Rate Search section. Click on the relevant checkboxes to return search results.

  1. Once selected, click on the Search Rates button.

  2. Below this, you can see the Fixed Charges and Freight Rates (freight rates are only visible if you have imported/added your rates & charges in Tariff & Rate section for the respective shipment mode).

  3. If the Freight Rates are returned, click on Create Quote for the required freight rate.

  4. Enter the mandatory line item values - Sale Book, Qty, Buy & Sell amounts and the Currency.

  5. Post addition, review your Total Sell Amount on the right pane.

  6. Finally, click on Add to save the Freight Quote as a Quote Response.

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