Creating Your First Quote
Basic Quote Generation
- Select Origin: Choose your origin port complex or railhead
- Set Destination: Type in your destination city
- Configure Parameters:
- Select weekly volume or spot quote options
- Adjust volume discounting based on your settings
- Customize additional shipment parameters
Rate Review and Quote Finalization
- Search Rates: Click the "Search Rate" button
- Review Market Data: Analyze the provided market rate information
- Generate Quote:
- Click "Generate Quote"
- Adjust your margin as needed
- Confirm your accessorial list
Quote Distribution
- Download the quote as a PDF
- Send the quote directly to your customer via email
Optimization Tips
Settings Configuration
- Keep your cost settings current for improved rate suggestions
- Regularly review and update margin settings
- Configure volume discounting preferences in user settings
Best Practices
- Review market rates before finalizing quotes
- Utilize historical data for competitive pricing
- Monitor volume discounting impact on final rates