How can we create a new Quotation in Bridge LCS
Quotation
New Quotation can be created with the help of the button available on the right corner.
Below are the steps to be followed
Step 1
Go to Quotation --> New Quotation.
Step 2
Fill the required details to make a quotation. This includes 3 different sections such as General, Service details, Terms and Conditions.
Step 3
General Section(*) needs to be filled with basic details like Customer/Prospect, Posting Date, Mode of Transport and Services.
Step 4
Route **and **Shipment details must also be filled to complete the General Section.
Step 5
Service section(*) is the second section that needs to be filled mandatorily to complete the creation.
Step 6
Terms and Conditions is the third section that can be modified as per your company guidelines.
The Video inserted below explains you the working of " How create quotation " to have a better understanding
Flow Chart
Quotation has six stages,
- Pending
- Expired
- Approved
- Completed
- Cancelled
- All
Pending Quotation
Pending Quotation has a list of valid Quotations that are yet to be verified and will be shifted to expired quotation when it’s validity expires.
Expired Quotation
Expired Quotation has a list of Quotations whose validity has been expired.
Actions Performed
The below mentioned actions are applicable to both Pending and Expired Quotation.
List of actions that can be formed on the quotation are,
- Approve
- Upload
- Replicate
- View
- Edit
- Delete
Right Click on the column to get these options
Approved Quotation
- Pending Quotation needs to be approved to convert into Approved Quotation.
- This can also be disapproved if in case you need to cancel or hold the quotation.
Actions Performed
Disapprove
Disapproving an approved quotation transfers the same to two different modules.
- Case 1 : If Approved quotation is expired and disapproved , then the quotation will move to the Expired module .
- Case 2 : If Approved quotation has validity and disapproved due to some reasons, it returns to the Pending module.
This is one of the useful features. You can send quotation to your customer from this option in ONE CLICK
Followup
You can set up a followup reminder and can maintain multiple follow ups for a single customer / quotation .
Complete
You can use this once the deal is fixed.
Revise
Quotation revision is possible through this option. Here the current quotation will be cancelled and will create a new one with the copy of the same data .
Download
Quotation can be downloaded in PDF format.
User can take a printout of the quotation
Upload
Important document related to the respective customer / quotation can be uploaded here
Replicate
Quotation can be duplicated / replicates can be made . The replicated copy will move to Pending State.
Along with this View and Edit is also available to do the necessary actions.
Completed Quotation
This furnishes the list of completed Quotations. After getting customer’s approval
Approved Quotation can be converted into JOB.
Right Click on the column --> Press Complete and proceed.
Actions Performed
- Upload
- Replicate
- View
- Delete
The Video inserted below explains you the working of " Approved Quotation " to have a better understanding
Cancelled Quotation
While revising a quotation with changes expected, required quotation will come under the cancelled section.
Actions Performed
- Replicate
- View
- Delete
All
It comprises quotations from every stage. The Status of the quotation can be identified below the row no.
NOTE: You can switch to Quotation page from any module using Ctrl +Alt + Q
The Video inserted below explains you the working of " Categories of Quotation " to have a better understanding
Actions Performed
Actions can be performed based on the type of quotation.
Advance Features
The type of Services selected can easily be identified by the logo / image available on the service column .
Double Clicking on the row number will provide you a pop up wherein you can make memo and create reminders.
Double Clicking over the column will provide you a popup wherein you can view the complete details of the quotation.
Validity Date will be given along with each customer to make us aware about the expiry.
Terms And Conditions
Terms and Conditions can be given according to your organisation's Guideline.
- Step 1 : Select the Mode of Transport
- Step 2 : Fill the Terms and Conditions in respect to the Mode of Transport Selected.
The Video inserted below explains you the working of " How create Terms and Conditions " to have a better understanding
Updated on: 05/07/2024
Thank you!