Add a New Rate Request
- Michelle Russell
Rate Requests (Quotes to Agents) are created and edited from the Details tab of the Rate Request Management window (also referred to as “Quotes to Agents”). Information such as the agent requesting the quote, the volume of the shipment, the address details, the type and method of shipment and contact details are entered on this tab. The tab also includes buttons to print the rate or email it to the receiving agent.
How to Add a New Rate Request:
Navigate to Sales in the main menu and choose Quotes to Agents. Alternatively, the menu may be called Rate Requests and is accessed through the International menu.
Choose a Rate Request and navigate to the Details tab.
Click Add at the top of the screen to create a new Rate Request record. Required fields are highlighted with a pink background.
Enter as many details as possible.
Click Save to complete the first part of the process.
For a detailed listing of all the fields on the Rate Request > Details screen, please view Rate Requests – Details Fields.
Once you’ve entered the details, you can manage your tasks on the Diary tab, and build your quote on the Costing tab.