Quotation Overview

About

  • The active quotation overview is used by customers to check their actual and former requests.
  • Staff users are also able to check their actual and former quotation requests, making it easy for them to look up quotes from earlier days.
  • Quotation records are also shown in the active shipments grid, assuming that most carriers are using this screen by default.

Where to find:

  • Frontoffice -> Quotation -> Active quotations
  • Backoffice -> Quotations -> Active quotations
  • Note: entered quotation orders are also visible in the Active Shipments Grid.

Explanation functionality

quotation21.png

Note: most functionality is based on the active shipments grid and already described accordingly.
Note:
displayed columns and functionality in Front Office and Back Office could differ. This depends on userLevel settings and parameter settings.

  1. Buttons
    • New: user can add new quotation
    • CSV: users can download all displayed or selected orders.
  2. Options for selecting orders, see functionality description in active shipments.
  3. Buttons for selecting, editing, status changing, mapping and forwarding the order.
  4. Columns for quotation values.
    • The link under shipment shows the Quote Request Details.
    • The above example is a Back Office grid.
      • In the Front Office there are less buttons.
      • Eg.: there are no columns for costs and margin, because these are strict Back Office values, this information should only be available for staff users.
    • Which columns are displayed can be modified by using parameter quotationcustlistcolumns (#7) and quotationlistcolumns (#8).
    • Language of the column headers can be modified through different headings-parameters.
  5. Latest status of an order is displayed.
  6. Overview of quotes, costs and margins.
  7. For selected orders some options may apply.
    • Contact Cargo Office programmers by Bug Tracking for specific requests.
Topic attachments
I Attachment History Action Size Date Who Comment
PNGpng QuotationGrid01.png r1 manage 119.6 K 2015-06-26 - 09:47 RutgerRutgers Quotation Grid
PNGpng quotation21.png r1 manage 111.3 K 2018-12-27 - 10:22 RutgerRutgers Quotation Grid
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Topic revision: r9 - 2018-12-27 - RutgerRutgers
 
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