Rate Requests – Details Fields
- Michelle Russell
Analytics
Field | Description |
|---|---|
Agent From | Origin Agent for the Rate Request. When the Rate Request is converted to a Job, this field will populate the Origin Agent field of the Job. |
Address | Origin Agent’s Address (from the setup of the Agent record in Moveware) |
Contact | Origin Agent’s Contact Name for this Rate Request. |
Origin Agent’s Email Address for this Rate Request. | |
T | Origin Agent’s Phone Number for this Rate Request. |
F | Origin Agent’s Fax Number for this Rate Request. |
Client | Name of Client (e.g. Surname/First Name). Click the checkbox to the right to display separate Title, First Name and Last Name fields. |
Address | Origin Address line 1, line 2, Suburb, Postcode. |
Distance | Distance to Origin Address from depot/warehouse. |
Phone | Client’s Phone Number. |
Client’s Email Address. | |
Goods | Type of Goods being Shipped. i.e. Household Goods and Personal Effects |
Notes | Enter Notes about Rate Request. These Notes are intended for internal use only. Double click to get an expanded entry window for Adding Notes. |
Agent To | Destination Agent for the Rate Request. When the Rate Request is converted to a Job, this field will populate the Destination Agent field of the Job. |
Address | Destination Agent’s Address. |
Contact | Destination Agent’s Contact Name. |
Destination Agent’s Email Address. | |
Fax | Destination Agent’s Fax Number. |
Delivery | Name of Client at Delivery. |
Address | Destination Delivery Address. |
Rail/Port | Delivery Rail/Port. |
Distance | Distance to Delivery Address. |
Company | Client’s Company. This will populate the "Corporate" field when creating a Job out of the Rate Request. |
Booking | Booking Agent. |
Vehicle | Details of vehicles within the shipment (Vehicle Year, Make, Model). |
Special | Special Instructions to relating to the Shipment. Double Click to get an expanded entry window for Adding Notes. |
Status | Rate Request Status (should be P until it’s booked). |
Branch | Branch receiving and entering the Rate Request. |
Type | Rate Request Job Type / Cost Centre. |
Entered By | Initials of User entering the Rate Request. |
Salesrep | Sales Person who is credited with Rate Request. |
Survey Req | Survey Required Yes/No. |
Date | Date Rate Request Received. |
Reqd By | The date the quote is required by. |
R/Plan | Removal Plan (Job) of Rate Request. A Job will be created once the Rate Request is Won. |
Their Ref | Agent’s Reference Number. |
Currency | Currency and Exchange Rate used for the Request. |
Method | Method of Transportation. |
Service | Service Description. |
Type | Transportation type being offered or quoted on (i.e. Door to Port). |
Size | Size of Container (e.g. 20FCL). |
Load Type | The way the shipment has been Loaded (Loose or Cased) |
Language | The customer’s language. |
The dropdown containing a list of quote documents. Select a quote template to print the information from the Rate Request into a document or email template. | |
Method | Method of Communicating with Overseas Agent. |
Waybill | Waybill number used to group Rate Requests. |
Source | How did the client hear about you? |
Follow Up | Sales follow up date. |
Density | The density of the shipment. |
Net/Gross | Net/Gross Percentage to determine Cased Volume. |
No Auto-Calc | Check this box to make each weight/volume field manually editable. |
M3 | Net Cubic Meters and Gross Cubic Meters. |
CuFt | Net Cubic Feet and Gross Cubic Feet. |
Lbs | Net Weight – Pounds and Gross Weight – Pounds. |
Kgs | Net Weight – Kilograms and Gross Weight – Kilograms. |
ACW | Air Chargeable Weight. |