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Quotation & Internal Booking

1. Create and Edit Quotations​

  • In the CRM module, search for prices as previously instructed or see link

Case Study: Quotation for FCL 2x40DC, NANSHA, CHINA -> HOCHIMINH, VIETNAM, FOB terms

Video demo: https://youtu.be/6cwWaDSQWGg


If system prices are not available

  • Click Request a Quote to create a custom quotation. Other operations are similar to the tutorial video above

./img/quotation_fcl_1.png

Quotation for Multiple Lines

./img/quotation_3.png


2. Managing Created Quotations/Internal Bookings​

View list of created quotations: Transactions > Quotations tab (2)

./img/quotation_fcl_1.png

  • Similarly for internal bookings: Transactions > Bookings tab (3)