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How to create and edit Quote request?
How to create and edit Quote request?
Mayur Rawte avatar
Written by Mayur Rawte
Updated over a week ago

Create and edit Quote request

Depending on your customer’s request for your shipping services, using this module you can easily create custom quote requests and capture the same for future references.

To create a new quote request:

  1. Go to Quotation > All Quotations.

  2. Click on Add New on the top right corner of the page to add a new quotation.

  3. Here, enter the relevant fields and make sure to enter the below mandatory fields:

    Shipment Mode - Select the mode of shipment transfer the quote is requested for.

    Customer Name - Select from your list of customers to tag this quote with.

  1. Finally, click on Add and Stay to stay on the same page or Add to save and return to the main screen.

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