Creating a Quotation by Manual

If the system does not have pre-configured rates, you can create a manual quotation by following the steps below: 

Step 1: Go to Sales > Quotes and click on the "Manual Quotation" button.

Step 2: Enter Required Information

Fill in the following fields:

• Transportation Mode: Select the transportation mode (Sea, Air, or Road).
• Type: Choose the type of shipment: Export, Import, or Other Services.
• Origin & Destination: Enter the origin and destination addresses (Door-to-Door shipments).
• POL-POD: Select the Port of Loading (POL) and Port of Discharge (POD) for CY-to-CY shipments.

Shipment Weight and Volume Details:

• FCL (Full Container Load): Select the container quantity.
• LCL (Less-than-Container Load) or LTL (Less-than-Truck Load): Choose one of the following:
  • By Unit: Enter detailed dimensions (length, width, height) and quantity.
  • By Total Shipping: Input the total shipment weight

Step 3: Input Price Details

Enter pricing details, including:

• Charge Type: Specify the type of charge.
• Item Name: Enter the name of the item.
• Calculation Type: Define how the price is calculated.
• Supplier: Select the supplier.
• Quantity: Input the amount.
• Currency: Choose the applicable currency.
• Buying & Selling Prices: Enter both the buying and selling rates.

• Auto Charge: Automatically add charges. If pricing exists in the system, it will auto-populate the "Buying" and "Selling" columns.
•  Custom Charge: Manually input prices for both "Buying" and "Selling" fields. 

Step 4: Additional Fields:

• Enter details like Validity, Schedule, ETD (Estimated Time of Departure), Cargo Readiness Date, Incoterms, and Goods Information.
• Note: These fields must be entered manually.

Step 5: Save the Quotation

Click “Save” or “Save & Send”:

• Save: The quotation status will be set as "Draft" and saved in the system. It can be edited but will not yet be shared with the customer.
• Save & Send: The quotation will be sent to the customer’s web portal with the status "Pending Approval."

Step 6: Edit the Quotation

After saving, the system will redirect to the quotation page, where you can click Edit to make further adjustments if needed.

Step 7: Export or Share the Quotation 

Export the quotation as a PDF file or copy the URL link to share it with your customer. 

Step 8: Finalize the Quotation 

Once the quotation is confirmed and approved:

• Click “+ Create Shipment” to proceed with booking.
• Notify the relevant users about the new booking.
• Finalize by clicking the “Create Shipment” button.