The quoting page in TMS displays all the quotes created by the marketeers. it displays a summary of the likelihood of the quotes/orders that are loaded within the specified date range.

Image Placeholder

All quotes that have not yet been converted into orders will always display at the top first.

For quotes (Q) the following options are available in the side context menu:
  • Accept Quote
Image Placeholder


  • Close Quote
Image Placeholder

  • Edit Quote
Image Placeholder

  • Download PDF Quote
  • View Notes and Events
Image Placeholder

Image Placeholder
For order pending (OP) the following options are available in the side context menu:

  • Replicate Order Image Placeholder
  • View orderImage Placeholder
  • Update Route
  • Increase Tonnage
Image Placeholder
  • Decrease Order Tonnage
Image Placeholder
  • Change Order Dates
Image Placeholder
  • Upload Purchase Order
Image Placeholder
  • Download Approval Form
  • View Notes

For orders (O) the following options are available in the side context menu:
  • Replicate Order

  • View order
Image Placeholder
  • Update Route

  • Change Rate per ton
Image Placeholder
  • Increase Tonnage
Image Placeholder
  • Decrease Order Tonnage
Image Placeholder
  • Change Order Dates
Image Placeholder
  • Change invoices location/date
Image Placeholder
  • Update PO number
Image Placeholder
  • Manage order documentation
Image Placeholder
  • Download purchase order

  • View Notes
Image Placeholder