Import quote rates in shipment
Import and keep a track of your customer's quote rates and costings.
To import your customer accepted quotes rates into your shipment:
In the main menu, go to Shipments > All Shipments.
Click Edit for the respective shipment.
On the Shipment page, click on the Accounting Tab.
Under this, you can see the two options available for import: Import Rate and Import Cost.
To import the original quote as an invoice:
Click on Import Rate.
An invoice page tagged to the selected shipment is displayed, edit the details here if need be.
Finally, click on Add on the bottom right of the invoice page to save changes.
(OR)
To import the shipment's costings from the original quote:
Click on Import Cost.
From the Import Cost from Quote pop-up, select your vendor to initiate the import. Click on Ok.
This returns a Bill/Receipt page, edit the details here if need be.
Finally, click on Add on the bottom right of the receipt page to save changes.
