Quotation Request

The Quotation Request functionality can be used to request a quote for a transport at multiple charters. Charters can respond with a tariff or decline the transport outright.

When multiple charters have responded the best charter can be selected based on priced or previous performance.

A few things need to be set up in order to use the Quotation Request

• The Charter needs relation type 'WEB PORTAL'
• The Scenario needs to have the checkbox 'Send Quotation Request' checked

When a dossier is created that has a scenario with the 'Send Quotation Request' active it will be possible to create quotation requests for that dossier. The Charters with relation type 'WEB PORTAL' can then be chosen as recipient of the Quotation Request.

When the Quotation Request is set up and a dossier is created, the quotation request can be created.

1. Click on the actions menu right top of the dossier and select the 'Create Quotation Request' To Do
   1. Alternatively: right click the transport order and select the To Do
2. A new page shows where the quotation request details can be filled in
3. Fill in the date when the request expires 
4. Fill in the requested collect date/time and specificy if the charter can deviate from this date time of if these are specific
5. Fill in the requested deliver date/time and specificy if the charter can deviate from this date time of if these are specific
6. Optional: Set a remark
7. Fill in the proposed price
8. Fill in the maximum price
9. Select a charter at the field 'Add Extra Supplier'
10. Repeat this proces until all necessary Charters are added
11. Select all Charters that you want to send the Quotation Request to and select 'Send Request' right below
12. The quotation request is now send and can be found in the dossier at 'Quotation Request Out'

A supplier can be selected when one or more charters have responded with their proposed price. A notification will be shown in the system when a response is added by a charter and the status of the Quotation Request will change to 'Pending'.

1. Click on the actions menu right top of the dossier and select the 'Select Supplier' To Do
   1. Alternatively: right click the transport order and select the To Do
2. The Select Supplier screen shows the responses of the charters and shows the tariff
3. Select the Supplier for the transport
4. A page will show the quotation request, which request is Accepted and the requests that are Lost
5. Press Next
6. Validate the cost line and select Ok
7. The Supplier is now selected