Quotes

The quotes module (Cust Services -> Quotes) allows you to create, review and view quotes as needed.

Creating a Quote

To create a new quote, click on the Cust Services -> Quotes -> + Add button located in the navigation bar on the left of the page. Follow the wizard to create a quote for the service you require.

Viewing a Quote

To view a quote, double-click on the relevant row in the Cust Services -> Quotes -> Browse listing view.

Accepting a Quote

Once you have created a quote and are happy to accept it, you can go ahead and book the shipment. Click the Accept Quote button within the quote you want to accept.

Once your quote has been successfully accepted, a waybill will be created and can be viewed in the waybills listing view. (Operations -> Waybills -> Browse)

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