Working with quotes
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Working with quotes
 
Overview of the Quote window
Creating quotes
Looking up, linking, and editing rates
A Quotes tab exists for any company with a CRM Type other than UNKOWN. Typically, you would create quotes for Bill To's, parent companies, and prospects. Quotes also are known as rate quotes or rates. The Quotes tab allows you to:
• Create rate quotes and spot quotes.
Frequently, customers ask for quotes before granting business. In CRMRight, you can create rates as you negotiate charges with them. Spot quotes are effective only for one day. Rate quotes are effective for multiple days. The rates are "live," which means that they are available for use immediately. Rate creation is supported for line haul, secondary, linked line item and line item rates. You can:
• Set index restrictions.
• Assign the charge type.
• Specify a per unit rate.
• Specify a minimum quantity or a minimum charge.
• Attach secondary or linked like item rates to a primary rate.
• Look up rates.
The Quotes tab gives you immediate visibility regarding all active, future, and past rates for the parent or Bill To company. As needed, you can enter restrictions to limit the list of rates retrieved.