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- Open the Transports | Quote. If there is no existing record yet, this will open a new Quote screen.
- If there are existing records, click the New toolbar button on the search grid to open a new screen. Quote screen will open with Quote generation window.
- 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.
- 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.Customer should belong to Customer Group with Quote checked
2.Open Customer > Customer tab > Pricing tab
Create special price entry with price basis as 'Fixed Rack + Amt'
3.Customer > Customer tab > Transports tab > QuotesMake Quote setup for customer location supply point and item
For each field details refer to Transport Quote | Field Description
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