Quote Creation Template

About

• Carrier staff are able to create a quote.
• Accordingly quotes can be sent to requester.
• The displayed template below is the default template.
  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 -> Quotations -> Active Quotations -> click edit button:

Explanation default Quote Creation Template

1. All fields displayed here are the same as in the Quotation Form ( see: default RFQ template).
   When opening this form values are displayed that already had been entered by the requester.
2. All fields displayed here are the same as are known inside the profit/loss form.
   The profit/loss form is part of the transport (order-entry) template.
   In these fields carrier staff is able to add charges and costs to this order.
3. The totals of charges and costs are calculated.
   
   • These totals are also displayed inside the quotation overview #6.
   • The total charges amount is the actual quote that will be communicated towards the requester.
   • All details filled in here, can also be controlled later on inside the profit/loss form. The profit/loss form is part of the order-entry form and can be used when this quotation order is transferred into a transport order.
4. When modifying this form, the user is restricted to fill in a new status.
   
   • When the carrier employee wants to sent a quote, he needs to choose status RFQquote, then a quote sending procedure will start automatically.
   • Carrier administrator has the ability to control, add and modify statuses and actions.
5. The staff user needs to choose an expiration date for the quote that will be communicated to the requester.
   
   • 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 Quote Request Details and Quote Mail Form.
6. When this form is submitted with status RFQquote, a quote sending procedure will start automatically.