Key Functions

1. Creating a New Quote

To begin:

1. Navigate to Quotes > New Quote.

2. Select the shipment type:

   • Sea FCL / LCL

   • Air

   • Truck (FTL/LTL)

   • Rail

3. Fill in shipment details:

   • Origin & Destination

   • Incoterm

   • Cargo specs (CBM, weight, container type)

4. Select rate source:

   • System Rates (linked from Rate module)

   • Manual Input (custom quote)

5. Add charges (Freight, Local, Surcharges).

6. Apply markup and margin settings.

2. Charge Management

Freightek allows detailed control of quote charges:

• Freight Charges (e.g., Ocean freight, Air freight)

• Local Charges (e.g., THC, B/L fee, Seal, Handling)

• Optional Charges (e.g., Insurance, Pickup)

• Markup: per item or overall

You can define each charge by:

• Unit type (Per CBM, KG, Container, Shipment)

• Currency (USD, EUR, etc.)

• Client visibility (e.g., show/hide internal costs)

3. Quote Templates & Reuse

To save time:

• Use saved quote templates for frequent routes

• Duplicate existing quotes for new clients

• Set “default markup rules” per department or customer

✅ Example: For repeated Vietnam–LA FCL quotes, reuse with updated validity.

4. Quotation Output Options

Once the quote is built, export or send directly:

• PDF Export: Branded with your logo, color scheme, and contact info

• Email to Client: Sent directly via Freightek with history tracking

• Client Portal View: Clients can view and accept via their login

The system logs quote status: Sent, Viewed, Replied, Accepted.

5. Version History & Audit Trail

Every quote version is saved:

• Track quote iterations

• Maintain a revision trail (Date, Editor, Change Notes)

• View history to support client negotiations

✅ Ideal for sales performance review and dispute resolution.

6. Approval Workflow (Optional)

For teams using manager oversight:

• Submit quote for approval before sending to client

• Managers review cost structure and profit margin

• Approve or request revision

✅ Ensures quotes meet pricing policies before release.