Create a Quote

This article shows DVU users how to start a Pending Quote by entering values into the minimum number of fields on the General page.

Creating a record on the General page

1. Go to Home > Transportation > Pending Quotes.

2. Click the plus icon.

3. On the General page, add a Shipper Number and an Account. (required fields)

4. Click Save to generate a reference number.

5. Complete the template as needed. (see below)

6. Click Save.

Key fields to complete

At a minimum, complete these fields on the General page.

Summary section

Enter account information and a rate (rate tariff or spot price).

Partners and Dates sections

• Origin and Destination

• Carrier (if applicable)

• Bill Freight To

• Expected Departure Date and Expected Arrival Date

Next steps

• Commodities

• Advanced page

• Charge codes