The Quote process is part of your sales department and involves creating, approving, preview or email Quote PDF to customer and creating a Job from the Quote. You can also create a new Quote by copying the existing Quote detail. Quote detail includes Basic info, Principal Rates, Customer/Vendor Rates, Commodity and Route detail.
- Click on Quote->Quotation from Main menu on the Left side.
- Quote List will be displayed. Click NEW button to create a new Quote.
Input all the Basic mandatory fields in the Quote page and click the save button.
Adding Principal Rate and Customer&Vendor Rates:
1. We can add the Principal rate and customer and vendor rate in the rate section by clicking the add_circle button. 
Route detail is optional.
Add Cargo
1. We can add the Commodity in a cargo section by clicking the add_circle button. 
How to Approve a Quote
- To Approve Quote - Login as a user with approval rights.
- The approver can select particular quote and click the button
to approve the quote.
