TemplatesRfqStaff < Cargooffice

---++ Quote Creation Template
---+++ About
   * Carrier staff are able to create a quote.
   * Accordingly [[QuotationSending][quotes can be sent to requester]].
   * The displayed template below is the default template. <br />If requested templates can be custom made according to carriers wishes.
---+++ Where to find:

Functionality is only available for Level 20+ users, because only transportation staff is able to create quotes.
   * Backoffice -&gt; Quotations -&gt; Active Quotations -&gt; click edit button: <img alt="butedit.gif" height="12" src="%PUBURL%/Cargooffice/QuotationSending/butedit.gif" title="butedit.gif" width="12" />
---+++ Explanation default Quote Creation Template

<img alt="quotation25.png" height="1133" src="%ATTACHURL%/quotation25.png" title="Quote Create Template" width="815" />

   1 All fields displayed here are the same as in the Quotation Form ( [[TemplatesRfq][see: default RFQ template]]). <br />When opening this form values are displayed that already had been entered by the requester.
   1 In these fields carrier staff is able to add charges and costs to this order.
   1 The totals of charges and costs are calculated.<br />
      * These totals are also displayed inside the [[QuotationActive][quotation overview #6]].
      * The total charges amount is the actual quote that [[QuotationSending][will be communicated]] towards the requester.
   1 When modifying this form, the user is restricted to fill in a new status.<br />
      * When the carrier employee wants to sent a quote, he needs to choose [[QuotationStatuses][status RFQquote]], then a [[QuotationSending][quote sending procedure]] will start automatically.
      * Carrier administrator has the ability to control, add and modify [[QuotationStatuses][statuses and actions]].
   1 The staff user needs to choose an expiration date for the quote that will be communicated to the requester. <br />
      * This will make it impossible for the requester to sent a respond to the quote after the expiration date.
      * The expiration date is also displayed on the [[TemplatesQuoteDetails][Quote Request Details]] and [[TemplatesQuoteMail][Quote Mail Form]].
   1 When this form is submitted with status RFQquote, a [[QuotationSending][quote sending procedure]] will start automatically.

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	quotation25.png	r1	manage	95.4 K	2018-12-28 - 11:55	RutgerRutgers	RFQ-staff template

This topic: Cargooffice > AboutFreecargo > FreightExchangeHowto > WebHome > TemplatesDocumentation > TemplatesQuotation > TemplatesRfqStaff
Topic revision: r4 - 2018-12-28 - RutgerRutgers