Start-up Guide for Quotation

How to start

  • Go to the request for quotation form to enter a request (RFQ).
  • Look at the Active quotations grid to see the request.
    • Note: you can receive an email or text-message (SMS) when someone entered a RFQ.
    • Look here for RFQ status actions.
  • Also have a look at the Active Shipments grid, where the request is also displayed, showing RFQ in front of the shipmentID to make it clear it is not an order yet.
  • Edit the rquest to give the requester a quote:

  • The Total Charges (3) will be quoted to the customer. Total Costs (3) is only a reminder for you.
  • Be sure to set New Status (4) to RFQquote and submit (6) the form.
  • After submitting the following form appears to check the email address (1) where the quote is send to:
  • This information is sent to the customer. It is probably a good idea to add your own email address too (1), so you receive a copy of the email the customer receives.
  • Click "Send" (1) to send the email.
  • The email contains a link (4) for the customer to accept the quote and transform the RFQ into an order.

  • When the customer clicks "complete the order form" (4), the customer is redirected to the order entry form with all details for him to check and to submit.
  • The RFQ has now become a normal transport order, just like the other transport orders submitted by web interface, EDI or Warehousing. You will find all these orders in the Active Shipments overview.
Topic attachments
I Attachment History Action Size Date Who Comment
PNGpng QuoteForm01.png r1 manage 97.6 K 2017-03-06 - 12:56 RutgerRutgers QuoteForm01
PNGpng QuoteSending01.png r1 manage 87.5 K 2017-03-06 - 13:03 RutgerRutgers quote sending
PNGpng QuoteSending02.png r1 manage 17.4 K 2017-03-06 - 13:20 RutgerRutgers quoteSending04
Topic revision: r1 - 2017-03-06 - RutgerRutgers
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