Tutorials / Job Board

Make a quotation and send it

Price an enquiry line by line and see your margin. Then send the customer a PDF that shows only your sell rates.

You need: An enquiry. If you do not have one, the first step makes it.

  1. Open the enquiry

    Go to the Job Board and open the Enquiries tab. Then open the enquiry you want to price.

    If it is not there yet, press Make an enquiry. Enter who is asking and what they want, with the route and the cargo.

    An enquiry in Shipment 360, with who is asking and what they want
    Picture from a sample company. The names and figures are made up.

  2. Start the quotation

    On the enquiry, press Make a quotation. Check Date and Valid until. Choose the currency in Quote in.

    If you buy or sell in another currency, enter the rate under Rates. The quotation keeps the rates you used, so its figures will not change later.

  3. Add the charges

    Add a line for each charge. Give each line its Section, such as freight or origin charges. Then enter its Charge, Basis, quantity, buy rate, sell rate, Currency and Tax %.

    The buy rate is only for you. It never prints.

  4. Set your sell rates

    Type your sell rates by hand. Or enter a Markup % and press Fill sell from buy. You can still change any line after that.

    Press Work out the totals to see the Before tax, tax and Total figures.

  5. Save it and look at your margin

    Write your Terms and press Save. The quotation shows every line with its buy and sell rates. Your margin is under the total, marked as not printed.

    A quotation with buy and sell rates on each line, and the margin below the total
    Picture from a sample company. The names and figures are made up.

  6. Check the PDF, then send it

    Press PDF to see what the customer will get. It has no buy rates and no margin.

    Then press Send. Type the email address or the WhatsApp number. You can add A few words if you like. The customer gets the PDF itself, not a link. The quotation counts as sent only when it has really gone.

  7. If the price changes

    Once a quotation is sent, it is never changed. When you edit it, you make the next revision, with Save the new revision. The old one is marked as superseded. Every revision stays under Revisions, so you can always see what you told the customer.

  8. When the customer says yes

    Nothing confirms by itself. When the customer agrees, go to Did they accept? on the quotation and confirm it. You can add a note and attach their reply. The enquiry then shows as confirmed, and you can make the booking.

    If Valid until passes first, the quotation shows as expired.

Next tutorialPrepare a bill of lading