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.

1. The profit/loss button is only visible for Cargo Office staff, not for customers.
   Inside the profit/loss form carrier staff will notice content of charges and costs (#2).
2. The quotation-user (recipient) is able to complete the order.
3. 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.
4. 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.