Create Booking/Quote
In this Article
This article will describe the steps required to create a new Booking or Quote.
Note :
A new Booking or Quote needs to be created in order to get a shipment registered with a carrier. This provides a tracking number so that the shipment can be traced and located in need. Moreover, this step allows to assign label and schedule a pickup needed.
Navigation
Go to Application Selector > Freight > Booking/Quote. The following screen will appear.
Select the New Booking button to begin a new shipment process.
The New Booking page will be displayed next.
Use this screen to add Tags to your booking/quote, select workflow for the shipment, extract Audit logs, configure the Booking timeline or add relevant Notes as shown.
Fill in the following details to create a new booking or quote.
- Shipment Type: Select the Shipment Type for a booking or quote using the dropdown icon on the far right of the section.
- Planning: Select the Planning for a booking or quote.
- Route: Select the Route for a booking or quote.
- References: Enter the References for a booking or quote.
- Parties: Select the Parties associated for a booking or quote.
- Additional Parties: Select the Additional Parties for a booking or quote.
- Goods: Select or add the Goods for a booking or quote.
- Rates: Select or add the Rates for a booking or quote
- Voyage: Select or add the Voyage for a booking or quote
- Charges: Select or add the Charges for a booking or quote