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Create Quotation

This guide walks you through the steps to create a customer quotation within the System Master module.

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📍 Navigation Path​

Go to: System Master → Customer → Quotation

Click on the ➕ icon to create a new quotation. This will open the Create Quotation form.

🔄 Steps to Create a Quotation​

1. Customer & Quotation Details​

-Select the Customer Name and Quotation Type from the dropdown.

-Choose the FROM and TO locations along with the Tonnage.

-Click on the Add Quotation Location icon.

-The selected location will appear in the Location Price List.

2. Drop Point & Waiting Charges​

-In the Drop Point field, enter the applicable price or percentage.

-For Waiting Charges, input the price or percentage based on the number of hours.

3. Other Charges​

-Select additional charges from the dropdown (e.g., Hand Jack, Trolley, etc.).

-Enter the price and click on the Add Other Price button.

-The charge will be added to the Other Charges List table.

✅ Final Step​

-Click on the SUBMIT button.

The quotation will be saved and reflected in the Quotation List table.