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

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.
   
   • Which search-columns are shown depends on which fields are defined with parameter quotationcustlistcolumns (#7) and parameter quotationlistcolumns (#8).
   • Values for results per page can be modified with parameter: quotationlistNumResults (#9).
   • Inside this grid the same filter functionality is used as is is known from the Track & Trace module.
3. Buttons for selecting, editing, status changing, mapping and forwarding the order.
   
   • See description of these buttons in active shipments.
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.
   
   • Keep in mind that every status could trigger an action.
   • See also overview of Quotation Statuses and Actions.
6. Overview of quotes, costs and margins.
   
   • These values are entered by staff when creating quotes and sending quotes to the requester.
7. For selected orders some options may apply.
   
   • Contact Cargo Office programmers by Bug Tracking for specific requests.