Quotes

Quotes

If you need to create a quote for a new consignment that may go ahead in future and record for your reference you can create quotes

Creating a Quote

In the TransVirtual web portal navigate to

Create Quote  Home > Quotes > Create Freight Quote 

(Users of the 2022 navigation update should proceed to Finance > Operational Tasks > Transport Quote > Create New )


This will open a window for you to enter the details of your freight quote


Enter the customer name

Enter the Sender and Receiver details

If this is for a Casual/Cash Account, you can Enter this specific customers details under Customer Details

Enter the details of the items being sent as required

Select any additional services as required

Add any special levies applicable to this quote

Calculate a price based on the rate card for this customer and/or Enter a Base Price for the Consignment 

Now click Save

Searching for a Quote

If your looking for a quote previously generated you would need to do the following.

In the Transvirtual web portal navigate to Quote Filter  Home > Quotes > Search Freight Quote 

Ensure the date range selector is set to cover the date of the quote creation


You can use the in-line filters to narrow down and add additional columns through the Column Selector      


Once you have located the quote you wish to view double click on the line of the relevant quote you are looking for which will open the quote details view

Convert Quote to a Consignment

When a customer has accepted your quote you can convert this to a consignment
Search for your freight quote

Select the History tab
Select Create Consignment as below

You will then prompted to confirm you wish to convert the quote to a consignment, select Yes
You will then be presented with your newly created consignment


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