Creating a quote is the same as creating a consignment with the same details required.

Go to the menu option ‘Consignments - Quoting’

  1. The ‘Deliver To’ screen will be populated automatically
  2. Enter all the correct fields
  3. Click on [OK]
  4. Check if the ‘Collect From’ details are correct
  5. For hand unload / tailgate click on the 3 dots on the top right. This will bring up additional options; select one and close this option
  6. In part 'Shipment dimension & weight' type in the correct freight
  7. Click on [Calculate]
  8.  
  9. Select the carrier from the available services
  11. Click on [OK]

For saving the quote:

click on [save quote]

Paperwork with a quote number will be shown

Keep in mind that the quote is valid for 30 days

 

For emailing the quote:

After using the button [calculate]

Use the checkbox ‘email documents’

click on [save quote]

Enter the email information in the next screen

To / subject / message

Click on [send]

 

 

For checking the previous quote

  1. Go to the menu option ‘Consignments - Quoting’
  2. The ‘Deliver To’ screen will be populated automatically
  3. Click on ‘No Thanks’
  4. Select button [retrieve quote]
  5. A list of available quotes will be displayed
  6. Select one and click on [OK]
  7. The quote will be displayed
  8. There are 3 options available:
    1. Print Quote
    2. Revise Quote
    3. Consign and Manifest
  9. Print Quote: a popup screen will be shown with the quote form where you can print the quote
  10. Revise Quote: changes can be made on the quote, and this will be resulting in a new quote number
  11. Consign and Manifest: the quote will consigned and manifested. The collection date will be today’s date