From the Drop-down below select the customer which is populated from the client management page. Then click on “Next”
- From the Drop-down below select the pickup location which is populated from the site’s management liked to client management.
You will see if gives you a pin where the GPS location is for the pickup point
Then click on “Next”
**You can also quick create a site by clicking on “Quick Create” and filling in rest of information just as you would for creating a new site.
From the Drop-down below select the drop off location which is populated from the site’s management liked to client management.
You will see if gives you a pin where the GPS location is for the pickup point
Then click on “Next”
**You can also quick create a site by clicking on “Quick Create” and filling in rest of information just as you would for creating a new site.
Fill in all the details for relevant fields to complete the quote
Select Product type from the dropdown. This is populated in the product management table for settings
Internal Quote is an auto generated number from the system for data recording purposes
PO Number – if you already have a PO you can enter t in, alternatively you can use “PENDING” and then edit it later once you have received a PO Number.
Primary/Secondary Job
Primary – where pick-up location is inland and drop-off location is on the coast
Secondary - where pick-up location is on the coast and drop-off location is inland
Shuttle – For back and forth trips between the same pick-up and drop-off locations.
Product Details is an automatically populated based on the information that is captured in the product management table for the product.
Invoice Location – will the invoice be processed according to the pick-up or drop-off location
Invoice Date - will the invoice be processed according to the pick-up or drop-off date
Required Documents You can edit this list depending on the documents you need to successfully complete the order. You can select the drop-down to see list of additional documents you can add by clicking on them. You can scroll down to see a full list of document type options that is available.
You can click on the “x” to the left of the document type to remove it from the list.
Vetting Process – Is the payment of invoice on credit or cash
Sales Likelihood – Allows you to select how likely is this quote to being successfully processed and delivered on
Start Date - select the date period that the quote is valid for. Start and end date
Mass Tons – Enter the total tonnage for the load
Rate per Ton – Enter the rate you are charging per ton for the order
Fuel Adjusted Rate – If yes, enter the rate with which fuel price will be compensated for
Value of the quote – Automatically calculated based on “Mass Tons” and “Rate per ton”
Notes – add any additional feedback that is relevant to the quote
Then click on “Create Quote”
The following view on the right of the screen where you complete all the data shows you the desired route, distance, driving time, total route time etc.
