In this release, we have created a new feature to allow users to create Spot Quotes.

This feature can be found in Rates->Spot Quote.

In this new Spot Quote screen, users can ADD a new quote with relevant shipping details, container details, and charges. This then must be Approved before it can be sent to a customer. Once sent, users can enter whether the spot quote was Accepted or Rejected. Once Accepted, a Job can be created from it. (Booking creation COMING SOON).

How to create a Spot Quote

You must have VIEW permission to access the Spot Quote screen and ADD permission to create a Spot Quote. If you do not have these permissions, please contact your administrator.

1. Select ADD, to create new spot quote
2. Enter all mandatory fields (these fields are outlined in red)
3. Select the relevant Service Type
   1. Service Type refers to which service (Transport, Forwarding and/or Customs services) you are quoting to your customer. Selecting the correct services ensures that your reports later are accurate. (Spot Quote Reports: COMING SOON)
4. Enter you rates in the Charges tab
   1. If you would like your charges to be quoted in their foreign currency, make sure the FXC Quote checkbox is ticked for relevant FXC charges
5. Before you can print or send your spot quote, you must first Approve it using the Approve button.
   1. Only users with the User Option APPRSPTQT, found in the User Masterfile->User Options screen, may approve spot quotes. If you do not have access to this button, please speak to your administrator.
      1. This button makes sure that users get managerial approval for the quote before it is sent off, to confirm your rates.
   2. To print and send your spot quote, select the ‘Print Final Quote’ button.
      1. Here, users can select how they would like their Spot Quote rates to be presented:
         1. In either GL order or screen order.
      2. After a Spot Quote has been Printed/Sent, users may Accept/Reject the quote based on their customer’s response.

How to Approve, Accept, Reject, Cancel and Send/Print a Spot Quote

The buttons Approve, Accept, Reject and Cancel are all located in the top toolbar of the Spot Quote screen. They are also located in the Options menu.

These buttons all have different requirements to use them. If you cannot access one of these buttons (i.e. button is greyed out), hover your mouse over the button and see what tooltip (text) appears. There are many tooltips with instructions to remind you of the steps you need follow to access these buttons.

How to create an Import Job from a Spot Quote

Once a Spot Quote is Accepted (Status=Accepted) users can access the ‘Create Job’ button in the top toolbar of the Spot Quote screen. Selecting this button will validate the Spot Quote, by checking to make sure the Customer/Client entered are both Active and ask you to choose whether you would like the charges brought into the job using the Spot Quote’s exchange rate (to be the Job Rate) or the most recent Bank Rate (from the Exchange Rate Masterfile).

Once Validated, users will land in their newly created Job (in ADD mode).

The only changes to the Job screen while linked to a spot quote, are:

• The Event JCSP on the Job screen (reference is the spot quote number)
• A blue link to the spot quote in the top right corner of the Job screen
  • Users must have view permissions so view the spot quote using this link
• Any charges brought forward from the spot quote will have the status Spot Quote on them in the Job’s Charges table.
• From the Job screen, users can unlink their spot quote in the Options menu (‘Unlink Spot Quote’)

NOTE: Currently, users can only turn Import Spot Quotes into Import Jobs; Export Air, Sea and Bookings coming soon!

See Rates Manual for more details.

Example pages from Printed Spot Quote

                          ——————————————————————————————————————————————————————————————–