Quotes

Overview

Quotes are generated in response to a customer's request for rates on a specific movement of freight. They are a separate entity from an Invoice and do not affect A/R.

Individual quotes are stored in the Quote Record, and a comprehensive listing of quotes can be found in the Quote List.

Common Tasks

Accessing Records

• HOWTO: View Customer Rate History
• HOWTO: Search for Quotes
• HOWTO: Use Customizable List Templates for searching Quotes records

Creating and Modifying Records

• HOWTO: Create a New Quote
• HOWTO: Capture Carrier Rate Quotes

Workflow

• HOWTO: Convert a Quote to an Order

Best Practices

• Data Entry Standards