Receiving a quote

About

  • Recipient receives a quote by email.
  • Recipient is able to verify details and to contact the transport company that was sending this quote.
  • Recipient is able to accept the quote by completing order details.

Where to find:

Functionality only available for recipients

  • In recipients mailbox.

1. Explanation functionality: receiving quote details

  • After transport staff have created a quote, a Quote Mail Form is sent to the requester.
  • A Quote Mail Form is template based, see explanation of default Quote Mail Form template.
  • After clicking "complete the order form" in the Quote Mail Form the recipient is transferred to the Cargo Office of this transport company (-> see below "Explanation functionality: completing an order").

2. Explanation functionality: completing an order

  • To complete the order, the recipient has to login the transporters' Cargo Office.
    • For this the administrator has to give him a user account.
      Often this account is already created before, but do note that this particular user needs to have access (#11) to at least the following systems: orderentry, tracktrace and quotation.
    • With this account, the requester also has future access to related systems of the transporters Front Office.
  • Note: the image below is an example of a transport order screen.
    • This order entry screen is template based and therefore could differ per Cargo Office.
    • The example shown below is not the default order entry template.
    • Per customer new orderentry templates can be created on request.
      When interested, use Bug Tracking to sent a request for customization to Cargo Office programmers.
quotation23.png

  1. Let the recipient complete the order.
  2. The Cargo Office administrator has the ability to set order field restrictions in this screen per customer.
    In this example "Pick-up Date" and "Delivery Date" are required before the user is able to submit this order.
  3. After submitting the order:
    • The transport company/carrier will regard this approved quote as a normal transport order, which can be processed in their current Cargo Office system accordingly.
    • Therefore the order will receive status: orderentry.
    • Therefore the order will also be visible inside the Active shipments grid.
Topic attachments
I Attachment History Action Size Date Who Comment
PNGpng QuoteReceiving01.png r1 manage 76.4 K 2015-06-29 - 11:59 RutgerRutgers Example receiving a quote by mail
PNGpng QuoteReceiving02.png r1 manage 50.0 K 2015-06-29 - 12:26 RutgerRutgers Complete order after receiving quote
PNGpng quotation23.png r1 manage 49.1 K 2018-12-27 - 15:34 RutgerRutgers Complete order after receiving quote
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Topic revision: r4 - 2018-12-27 - RutgerRutgers
 
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