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The following are the steps in generating a quote

  1. Open the Transports | Quote. If there is no existing record yet, this will open a new Quote screen.
  2. If there are existing records, click the Process toolbar button on the search grid to open a new screen. Quote screen will open with Quote generation window.
  3. Enter the data in Quote generation screen to generate quote. Refer to Transport Quote | Field Description | Quote Generation screen Details to help you in filling out the fields.
  4. Then click on generate button

    Will create an unconfirmed Quote by pulling the details from customer quote and pricing setup 


    Customer setup required to generate the Quote

    1.Open Customer > Customer tab > Pricing tab
    Create special price entry with price basis as 'Fixed Rack + Amt'


    2.Customer > Customer tab > Transports tab > Quotes

    Make Quote setup for customer location supply point and item or category


    For each field details refer to Transport Quote | Field Description 

 

 16.4

The following are the steps in generating a quote

  1. Open the Transports | Quote. If there is no existing record yet, this will open a new Quote screen.
  2. If there are existing records, click the Process toolbar button on the search grid to open a new screen. Quote screen will open with Quote generation window.
  3. Enter the data in Quote generation screen to generate quote. Refer to Transport Quote | Field Description | Quote Generation screen Details to help you in filling out the fields.
  4. Then click on generate button


    Will create an unconfirmed Quote by pulling the details from customer quote and pricing setup 


    Customer setup required to generate the Quote

    1.Open Customer > Customer tab > Pricing tab
    Create special price entry with price basis as 'Fixed Rack + Amt'


    2.Customer > Customer tab > Transports tab > Quotes

    Make Quote setup for customer location supply point and item


    For each field details refer to Transport Quote | Field Description 

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