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Pricing Tools

Related business processes:

  • Input or automatically retrieve pricing data from Line/Airline/subcontractor.
  • Process inquiry request.

Accessing the business module

  • At the top left corner of the screen, click on the company logo -> select Pricing Tools.

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1. Pricing Tools Screen

  • In the top toolbar, select the Pricing Tools screen. ./img/guides/datatp-crm/pricing/price_7.png

1.1. Update Inquiry Request Status:

  • Monitor and update the status of pricing requests from salesmen. ./img/guides/datatp-crm/pricing/price_7.png

Note: When rejecting Inquiry Request, the system will automatically send an email notification to the salesman.

./img/guides/datatp-crm/pricing/price_7.png

Video demo: https://youtu.be/8DMXdL3haIc


1.2. Input inquiry request from Back Office department

./img/guides/datatp-crm/pricing/price_9.png

1.3. Reports and Statistics

./img/guides/datatp-crm/pricing/price_9.png


2. Quick Rate Finder Screen

  • In the top toolbar, select the Quick Rate Finder screen. ./img/guides/datatp-crm/pricing/price_2.png

Price searching: Allows users to search for available pricing from the system.

View detailed guide here

Input pricing into system using excel: Get Template -> update data -> Upload

./img/guides/datatp-crm/pricing/price_3.png

Video demo: https://youtu.be/NA1Bt-HevJA


Edit pricing in the system

./img/guides/datatp-crm/pricing/price_4.png

  • Update information by filling in the corresponding fields in the table. The system will automatically save changes.

./img/guides/datatp-crm/pricing/price_5.png

  • To easily search for data that needs editing, you can use the available filters at the top of the table

./img/guides/datatp-crm/pricing/price_5.png


3. Data input, upload trucking price list (Cont/Truck)

Prepare excel data file, can be divided into multiple sheets for multiple subcontractors.

Download excel template for trucks

Download excel template for containers

excel.png

Video demo: https://youtu.be/NA1Bt-HevJA