How to create a quote request?

Create a request and get quotes from Logistic Service Providers.

To start creating a quote request, click  [the + icon] on the left side bar.

Complete the fields requested in each section of the page:

1. Organisation
2. Schedule (Pickup and Delivery)
3. Packing List
4. Service
5. Provider
6. Confirmation

Fields and sections with a red asterisk (*) are mandatory entries.

1. Organisation

• Select a Team or a Location to associate the request with.
• Fill in or select the shipment details.

• Select a freight mode.
  • Click Add mode to select more than one freight mode.
  • Click Remove to remove the freight mode.

2. Schedule (Pickup and Delivery)

• Create or select a pickup address and a delivery address:

There are 3 options to select from:

• • Address
    Pickup at the door of the origin address.
    Delivery at the door of the destination address.
  • Airport
    Pickup at the airport of origin / airport of loading.
    Delivery at the airport of destination / airport of discharge.
    

    IATA: International Air Transport Association

• • Port
    Pickup at the port of origin / port of loading.
    Delivery at the port of destination / port of discharge.

To search for the airport or port name, use the IATA code (e.g. USLGB) or the city full name. Once found, the country and the city names will be populated automatically.

Click Add manual address if an address is not found or needs to be adjusted.

• Create or select a pickup contact and a delivery contact:

The name, the email and the phone number of a person may be entered when required for the arrangement the pickup and delivery operations.

• Create the pickup and delivery planning.
  • Pickup planning:

After: defines the requested pickup date / cargo ready date.
Between: defines the pickup availability in date window.

• • Delivery planning:

Before: defines the requested delivery date.
Between: defines the requested delivery in a date window.

Click Add pick hours and Add delivery hours to specify a time window.

Click Add pick instructions and Add delivery instructions to enter additional information.

3. Packing List

• Select units of measurement:
  • Dimensions: centimeters (Cm) or inches (In)
  • Weight: kilograms (Kg) or pounds (Lbs)
• Define specifications:

Tick the box to apply a specification and select a value from the list when required (E.g. Dangerous Goods class, temperature band, etc.).

• Create the list of packages:
  • Select the type of package from the list (E.g. box, pallet, container).
  • Enter the dimensions per unit in Cm or In (Length x Width x Height).
  • Enter the weight per unit in Kg or Lbs.
  • Enter the customs information (Optional).

  Click Yes, via file to add customs information from a file.

  For parcel shipments, all customs information are mandatory entries.

  • Click + Add  to add the package details to the packing list.

4. Service

• Select an Incoterm from the list.
• Enter an Incoterm instruction (E.g. Name of the Place).
• Specify the requirements for Export, Transit, Import clearance (Optional):
  
  • If the service is not requested, select No, do not include.
  • If the service is requested from the invited provider, select Yes, please provide.
  • If it is requested from another provider, select Yes, but it will be arranged internally.
  • If none of the above is applicable, select Other.

5. Provider

• Click the labels to invite providers to submit spot quotes.
• The icon [$] on the provider label indicates a rate card is available for this specific request.
• Select the quoting deadline: a date and a time until which quotes are accepted.

• Select the confirmation deadline: a date and a time by which the booking will be completed.

• Click Add attachment to upload files (Optional)
  • Supported file format: pdf, xlsx, csv, png, jpg, pptx, docx

6. Confirmation

• Review the details entered.
• Insert Additional comments if required.
• Click Submit to complete the request creation.

What's next?

Upon submission, all invited providers receive an email notification to let them know about the new request created.  The email contains a link redirecting to the Cargobase platform for the provider to view the details and submit quotes.