Quotations Page Walk-through
Index page/Quotes page: The screenshot below shows a sample index page.
Enquiries Tags
All Active: It shows all the active enquiries that you have received through the client.
Open: It shows all the enquiries that are open for quoting. It also shows the negotiating enquiries for the amount of time specified by the client.
Confirmed: It shows all the enquiries that are confirmed with you.
Archived: It shows all the enquiries that have been archived by you.
Filtering Enquiries
You can filter the enquiries in the following ways:-
Created at: You can filter the enquiries that are created in the selected time interval.
Origin: You can filter the enquiries that have a selected POL.
Destination: You can filter the enquiries that have a selected POD.
Shipment Type: You can filter the enquiries according to Import/Export.
Mode: You can filter the enquiries that have the selected mode.
Type of Cargo: You can filter the enquiries that have the selected type of cargo.
Bid Closing Time: You can filter the enquiries that close in the selected time interval.
Type of Container: You can filter the enquiries that require the selected type of container.
Incoterm: You can filter the enquiries that have the selected incoterm used.
Client: You can filter the enquiries that have been created by selected client.
Understanding Quote status without opening Enquiry
Quote not sent
Quote Sent
Quote confirmed with you
Quote confirmed with other vendor
Archive Enquiry
Find the enquiry you wish to archive > Click on Archive option highlighted below alongside the enquiry you wish to archive.
Rank of the Quote
See alongside the enquiry whose rank you wish to see. You can see rank only when quote is sent for that particular enquiry.
Negotiating Enquiries
The enquiries on which the Client is Negotiating are highlighted as follows.
Enabled Editing Enquiries
The enquiries on which the Client has Enabled Editing are highlighted as follows.
Downloading Reports
Click on Quotes icon > Click on Reports icon in top > Select any Report highlighted below to download it.
Participation Report: It gives the participation history of you in various quotes raised by the client.
Enquiry Report: It gives the history of all the enquiries that were received by you during a particular time period.
Confirmation Report: It gives the history of the quotes that were confirmed to you by the clients.
For further information please refer to the below link of the video defining the above procedure
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