Quotation: The Freight tab

You can state details of the consignment in the Freight tab. When registering a quotation, it may prove useful to enter information about Delivery terms, Delivery methods, Number of items and/or Number of pallets, Gross weight and Total volume.

More detailed information about the actual consignment can be registered when the quotation is transferred to an order since this information is used when printing out consignment notes, for example.

Delivery terms: From the drop-down list you can select which term will be applied to a future delivery.

Packaging: In this field you can enter a description of the type of packaging that will be used.

Freight bill text: In this field you can enter information that you want to be included on future freight bills.

Goods labelling: You can use this field if the recipient wants the shipment to be labelled with an internal identification code.

Date of shipment: In this field you can enter the date of shipment when the quotation has been transferred to an order, and the products are ready to be sent to the customer.

Shipment number: Here you can enter information such as the shipment number used by the transportation company.

Delivery methods: From the drop-down list you can select how the products will be delivered.

Number of items: Here you can indicate how many individual items the consignment will contain.

Number of pallets: Here you can indicate how many pallets the consignment will include.

Gross weight: The weight is retrieved automatically from the product card. In the field to the right, you can enter any additional weight, such as the weight of the pallet or packaging material.

Total volume: The volume is retrieved automatically from the product card. In the field to the right, you can enter any additional volume, such as the volume of the packaging material.

Product specification: Use this field to write a message to the recipient if the quotation is transferred to an order and subsequently delivered.

Tip! In the drop-down lists for Delivery terms and Delivery methods, you can right click and select Change in properties register in order to edit or add delivery terms or methods.

Read more about:

How to create a Quotation

The Quotation Module