Creating a Manual Quotation

Created by Freightek Corporation, Modified on Mon, 8 Dec at 11:15 PM by Freightek Corporation

If you want to create a quotation without using available rates, you can manually create it as shown below.

Step 1: Go to Sales → Quotes → Manual Quotation

Step 2: Fill in the following fields:

Transportation Mode: Select Ocean, Air, or Truck.
Type: Select shipment type: Export, Import, or Other services.
Origin & Destination: Enter the pickup and delivery addresses (Door to Door).
POL–POD: Choose Port of Loading and Port of Discharge (CY to CY).

Cargo Information:

FCL (Full Container Load): Enter the number of containers.
LCL / LTL: Choose one of the two methods:
+ By Unit: Enter detailed cargo dimensions (length, width, height, quantity).+ By Total Shipping: Enter the total shipment weight.

Charge Details: Enter rate information, including charge type, commodity, calculation type, provider, quantity, currency, buying rate, selling rate, and number of units.

Auto Charge: Automatically adds system charges; buying and selling prices will be auto-filled if available.
Custom Charge: Manually enter buying and selling prices for custom charges.

Other fields such as Validity, Schedule, ETD, Ready Date, Incoterms, Commodity must be entered manually.

Note: all information here is manually entered.

Step 3: Select Save or Save & Send

Save: The quotation stays in Draft status. It is saved but NOT sent to the client and can still be edited.
Save & Send: The quotation is sent to the Client Portal, and its status changes to Pending.

Step 4: The system will display the quotation page. You may click Edit to modify the quotation.

Step 5: Export the quotation as a PDF or copy the URL link to send to your customer.

Step 6: After the customer confirms the quotation → click + Create Shipment.Review the list of assigned users to notify them of the new booking → click Create Shipment.