How to edit a Quote [Step-by-step guide]

When using techTMS, you can edit previously created Quotes.

NOTE: Make sure that you are operating under the right environment beforehand.

To do it, you will have to:

1. Click Quotes

2. Click Edit on the row of the Quote you need to update

3. Complete the basic fields accordingly

• Load number: Will automatically generate upon saving 
• Status: Set to New, In Process or Completed depending on the case
• Buying Rate: Press the edit button to define the details; the field will autocomplete based on the sum of the details provided 
• Service: Select a service level from the dropdown
• Selling Rate: Indicate the selling rate (percentage)
• Customer: Select a Customer from the dropdown
• Agent: Select an Agent from the dropdown
• Reference fields: Complete them accordingly
• Internal/External Comment: Complete with comments if applicable

4. Complete the Route fields accordingly

NOTE: You can use the + icon to add points to the route.

• Place: Click on the field to select a previously recorded place, or press edit and complete the fields to add and apply a new one
• Date & Time: Set the date and time for the Point you're setting up
• Accessorials: Click on the field to select accessorials if applicable
• Service, Carrier and Cost: Select the service and carrier from the dropdowns and complete the value field with the cost
• Master BOL: Complete with the Master BOL number
• Reference: Complete with the Quote main reference
• Comment: Complete with comments, if any
• Storage (Intermediary Points only): Check if the Shipment needs to be stored at the specified point

5. Complete the Cargo fields accordingly

NOTE: You can use the + icon to add more sets of cargo.

• Description: Indicate the cargo description
• Total Weight: Total weight (including packaging); autocalculated
• Size & UOM: Indicate the Size and UOM
• Weight & UOM: Indicate the Size and UOM
• Pieces & Type: Indicate the amount of pieces shipped and the container type (box/pallet)
• Temperature from/to/UOM: Indicate the temperature from and to the destination, and the UOM
• Insurance: Select to Purchase or Decline Insurance from the dropdown list
• Declared value: Indicate the cargo's declared value
• Container ID: Indicate the Container ID when required
• AWB (when applicable): Complete with the Air Waybill when applicable
• Customer's comment: Complete with comments, if any

6. Select the action to perform:

• Save: Saves and applies the changes
• Actions: Allows to choose additional actions to perform (Copy Quote and create new, Void, Enable shipment cost calculation, Audit)
• Print: Generates a printable quote