Quote management

The “Quote” interface allows you to efficiently manage transport quote requests. It centralizes all commercial proposals, facilitating their monitoring, processing and history.

Add a quote

Adding a quote is done using a structured and complete form. Here are the steps to follow:

1. General Information

Complete the following fields:

• Number 

• Date, Departure date

• Customer(to be selected or created using the button)

• road, Loading location, Unloading location(with possibility of addition via )

• Expected loading date, Expected unloading date

• Payment method, Amount, Due date

• Excess, Downtime, Crew

• Fees included: Activate or deactivate specific options (Boat, TMSA, T1, MRN)

Goods Section

Add information regarding the goods transported:

• Reference, Designation, Client

• Import/Export

• Category, Quantity, Unit, Unit Price (PU)

• Gross weight, Number of packages/pallets, Dimensions

• Temperature, Floor meter, Stackable/Non-stackable

Click on thegreen buttonto add a new merchandise line.

Journeys section

Specify the journeys linked to the quote:

• Departure / arrival location

• Departure date

• Tractor, Trailer, Container

• Driver, Driver helper

• Driver / driver assistance bonus

Also click here on thegreen buttonto add a route.

Once all fields are completed:

Click on“Save”to validate the addition of the quote.

Edit a Quote

Modifying a quote allows you to correct, update or adjust the information previously entered, depending on changes in customer demand, costs or transport conditions.

Steps to follow:

Access the quote list

• From the main menu, clickEstimate.

• The list of existing quotes is displayed with their main information (number, customer, date, status, etc.).

Find the quote to modify

• Use the filters at the top of the page (Customer, Trip, Status) to refine your search.

• Identify the desired quote from the list.

Open options

• Click the buttonactions (︙)to the left of the quote concerned.

• A context menu appears.

Select “Edit”

• Click onTo modifyin the drop-down menu.

• The edit form opens with all quote data pre-populated.

Que peut-on modifier ?

You can adjust all sections of the quote:

General information:

• Numberof the quote

• Dateof creation

• Customer, Journey, Loading/unloading location

• Scheduled dates(loading, unloading, departure, etc.)

Financial information:

• Payment method

• Amount excluding tax

• Due date

• Franchise

• Downtime

• Crew

Goods Details:

• Add/edit goods

• Quantity, unit, weight, number of pallets or packages

• Specific conditions: temperature, stackability, etc.

Journeys:

• Add or modify the different steps

• Assignment of tractor, driver, trailer, container…

Save changes

• Once you have made the changes, clickthe save button(floppy disk icon or “Save” button depending on the interface).

• A confirmation message appears to indicate that the quote has been successfully updated.

Deleting a Quote

The deletion functionality allows you to eliminate a quote that has become obsolete, erroneous or canceled. It is reserved for users withadministration or modification rights.

Steps to delete a quote:

Access the quote list

• From the main menu, clickEstimate.

• All saved quotes are displayed in a table (with the columns: number, customer, route, status, etc.).

Identify the quote to delete

• Use the filters (Customer, Trip, Status) to refine your search.

• Locate the quote you want to delete in the list.

Open actions menu

• Click the button︙located to the left of the quote.

• A context menu appears.

Click on “Delete”

• In the drop-down menu, click the optionDELETE.

• Aconfirmation windowappears to prevent accidental deletion.

Confirm deletion

• Cliquez sur Ouiou Confirmerpour valider la suppression.

• The quote is immediately removed from the list.