Learn about the new Quote Layout Form in Cargobase. This article will guide you step by step through creating a new quote, highlighting the visual changes and new fields in the Packing List section.
The updated layout makes information easier to read and organize, helping you provide more relevant details so carriers can prepare more accurate quotes.
To start creating a quote request, click
[the + icon] on the left side bar.
Complete the fields requested in each section of the page:
Organisation
Service
Schedule (Pickup and Delivery)
Packing List
Provider
Fields and sections with a red asterisk (*) are mandatory entries.
1. Organisation
Select a BU Assigment / Location to associate the request with.
Fill in or select the shipment details.
Field titles and drop-downs are configured for the account by the admin user of your company.
2. Service
Select the freight mode(s) you'd like Providers to quote on. Modes are grouped by category: Air, Ocean, Land and Parcel. You can select multiple freight modes at the same time for a provider to quote 1 or all. (Use ‘Select all’ within a category to quickly)
Set the Service requirement (e.g. Door to door) and Incoterms, with optional Incoterm instructions
Flag special Requirements, e.g. Air Ride Truck Required, so Providers understand
the equipment needed. (Requirements and workflow are configured for the account by the admin user of your company)
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.
Type keywords such as a company name or city to find a previously saved address.
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.
New address entries are saved automatically to be used again in future requests.
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.
For parcel shipments, all contact details are mandatory entries.
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.
Clearance
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.
3. Packing List
NEW - HANDLING UNITS
Total weight, CBM and units are calculated automatically as handling units are added. Those are highlighted as a summary of the shipment and what the provider will consider to quote
Create the list of packages:
Select the Handling unit from the list (E.g. box, pallet, container).
Enter the dimensions per unit (Length × Width × Height) and select the measurement unit (cm or in).
Enter the weight per unit and select the weight unit (kg or lbs).
Complete the remaining fields and scroll to the left to see additional fields that will help you get more accurate quotes.
NEW - CONTAINERS INFORMATION
When moving via Ocean Container details are now available
Click on + Add container if you need to request to quote Ocean containers:
Select the container type and complete the remaining fields and scroll to the left to see additional fields that will help you get more accurate quotes.
NEW - COMMODITIES INFORMATION
When moving multiple commodities in each Handling unit can now be described in this section
Click on + Add Commodity if you want to specify commodity information (required for Parcel shipments).
Select the Handling Unit for the commodity and complete the remaining fields.
You can easily copy or delete entered information by hovering your mouse over the right side of the field. The Copy and Delete icons will appear, allowing you to select the action you want.
5. Provider
Select the quoting deadline: a date and a time until which quotes are accepted.
Once the quoting deadline has passed, the providers will not be able to submit quotes.
Select the confirmation deadline: a date and a time by which the booking will be completed.
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.
Shipments not booked after the confirmation deadline will be canceled automatically.
The user can edit the deadlines if a booking is intended to be made at a later time.
Click Add attachment to upload files (Optional)
Supported file format: pdf, xlsx, csv, png, jpg, pptx, docx
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.