Pending Quotes

The Pending Quotes section (Home > Transportation > Pending Quotes) provides DVU users with tools to create and manage bids to provide brokered transportation services (deliveries, pickups, moves, or returns) that do not pass through their terminals.

The Pending Quotes tool lets DVU users:

• create detailed bids

• include a carrier quote

• convert winning bids to jobs

• send a confirmation sheet to the shipper and carrier

The Pending Quotes template is similar to the shipments/load template, so the learning curve for DVU users is comparatively short. There are some differences, which are discussed in the articles inside the Pending Quotes section.

Workflow

The diagram below shows the minimum number of steps in the Pending Quotes workflow for unmanaged freight. The level of detail required at each step (e.g. the number of data fields to fill in) varies with the customer’s environment (e.g. managed or unmanaged freight) and commitment to best practices.

Template pages

Go to the modules and pages listed below (at a minimum) and enter or confirm the following information:

Pending Quotes module > quote record

• General page - enter origin and destination; add rates and carrier information.

• Advanced page - select a driver and equipment, confirm rates, add carrier quote.

• Commodities page - enter units and weights.

• Charge Codes page - confirm manual input charges, add values to fields.

• Actions button - create, send, and receive confirmation sheets.

Rate Tariffs module

• General page - create/update rate type and FSC.

• Table Detail page - update the relevant Rate Tariffs table, including FSC and CWT rates if applicable.

Accounts module

• Charge Fees page - create/enter rates.

• Charge Codes page - create/configure codes

Carriers module

• Charge Codes page - create/configure codes (if applicable).

Other items

• Make sure the Business Partner records are up to date. That includes a record for each Account, Carrier, and Customer.

• Update commissions paid to your sales reps, if applicable.

Next steps

Create a quote.

Configure the Pending Quotes Advanced page.