Configure the Quotes Advanced Page – Da Vinci Unified

Click the Advanced link on the side menu to enter or verify critical job information. At a minimum, the DVU users should:

enter the LFD return date
confirm the demurrage and per diem rates
enter a carrier quote (if applicable)

Note It is not possible to fill in the driver and truck fields on a pending quote. Add that information later if the pending quote uses a carrier and converts to add job (e.g. delivery, pick up, etc.).

Carrier Details

Entering a carrier quote (optional)

To add the cost of a carrier to the pending quote, go to the Carrier Details heading. Click the plus icon to open the Carrier Quotes window. Learn more about carrier quotes.

Entering an LFD date

Use the date picker to set the last free day to return the equipment.

Demurrage and Per Diem

DVU users can view the demurrage and per diem rates in the Carrier Details section but cannot change the values here.

In the above screenshot, there are zeros for daily demurrage and per diem rates. Plus, the Calculation Mode is blank.

To add or update demurrage and per diem rates:

Go to the Accounts > Carrier Fees page. Add or update demurrage, per diem, and calculation mode values for the carrier that you want to use for this job. Learn more.
Come back to the Pending Quotes section and open the quote. Go to the General page and click the Carrier field in the Partners section. Select the carrier for this quote.
Open the Advanced page and scroll down to the Carrier Details section. Confirm that Davinci automatically updated the demurrage, per diem, and calculation mode values.

Next step

Add commodities and account and carrier charge codes to the pending quote. (optional)

If the bid is successful, convert the quote to a job (pick up, delivery, move, or return). Optionally, send confirmation sheets to the shipper and carrier.

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