If you want to make a quote for FCL, AIR, and TRUCK with available rates, you can make an auto quotation as below.
Step 1: Click the Quotes tab > List > Quote button
Step 2: Choose your Lead/Clients, then click Next button
Step 3:Â Search freight by Origin & Destination
Example: I want to search for freight from HAMBURG port to HOUSTON port.Â
Fill in the textbox:
Step 4:Â Select Cargo Type and Cargo Volume
Click on the Select Cargo type button
Set Cargo Volume, then click OK.
Step 5: Select the available price
Step 6: Filling information
Step 7: Choose "Save" or "Save & Send"
- If you choose “Save”, the quotation’s status is Draft and is saved on the system but not sent to the client's site yet and it can be edited.Â
- If you choose “Save & Send” the quotation will be sent to the client's site, and the status is Pending.