Header data tab in Quotations

CargoSoft automatically assigns the quotation number.

A number range must be recorded in the basic data.

Enter the address type and address number of the recipient of the quotation. 

The address type is pre-assigned based on the entry in BASIC DATA → COMPANY → GENERAL COMPANY PARAMETER → SPECIALS → ACCOUNT TYPES: GENERAL.

Access the address basic data via the context menu to edit the address. Modifications are saved immediately.

The contact person recorded in the address is pre-assigned.
A selection mask opens in case of multiple contact persons.

Enter the name of the contact person.

You can either anter a text or use the search feature, which lists all contact persons of the selected address.

Phone number of the selected contact person

Fax number of the selected contact person

Email address of the selected contact person

Free text field for the entry of a reference

This field is automatically filled in the order when transferring the quotation.

This field is automatically pre-assigned with the login of the current user.

Valid from is pre-assigned with the current date on entry of the quotation.

Both fields provide a calendar function.

Select the mode of the quotation.

Available for selection are Airfreight, Seafreight and Road.

• This field is a required field.

CargoSoft issues a warning if the mode of the quotation does not correspond to the mode in the order upon order transfer.
The mode is pre-assigned with the module you are currently using.

Select the sector of the quotation.

Available for selection are Import/Export, Pickup/Delivery, Arrival/Outgoing, Warehouse, Transport.

CargoSoft issues a warning if the sector of the quotation does not correspond to the sector in the order on order transfer.

The sector is pre-assigned based on Extras → Options → Preallocations → Order sector.

If the field Sector has been filled in the header data of a quotation but not in the basic data of the billing code, this billing code can be selected in the calculation data. 
A billing code without entry of the sector in the basic data is selectable for all sectors.

Select the main department.

CargoSoft issues a warning if the main department of the quotation does not correspond to the main department in the order upon order transfer.

Select the sub department.

CargoSoft issues a warning if the sub department of the quotation does not correspond to the sub department in the order upon order transfer.

Select the status of the quotation.

Status [Quotation] is pre-assigned by default.
Available for selection are Follow up, Order date, Rejected, Resubmission.
The field is automatically filled with the current date once you select an entry.

This date field is automatically pre-assigned with the creation date of the quotation.

Enter the creation date of the quotation.

This date field is pre-assigned automatically with the current date once you select the status [Follow up]. Manual entries are also possible. 

Select the follow up date for the customer.

This date field is pre-assigned automatically with the current date once you select the status [Order date]. Manual entries are also possible. A calendar function is available via F2 or double click.

Select the date that the quotation was issued by the customer.

This date field is pre-assigned automatically with the current date once you select the status [Rejected]. Manual entries are also possible.

Enter the rejection date of the quotation. 

This date field is pre-assigned automatically with the current date once you select the status [Resubmission]. Manual entries are also possible.

Enter the resubmission date for the customer.

Free text field to enter reasons for refusal

Enter the order type.

This field is automatically filled in the order upon transfer of the quotation.

Enter the currency of the quotation.

The Amount in field on the Calculation tab of the quotation shows the amount in the currency selected here.

Activate this checkbox if you would like to add the individual items of the quotation.

The total amount can be proof printed on the quotation; this may require modifications of the report.

You can either enter the place of receipt and final destination into the Codes field or Description field.
The Codes field only recognizes valid entries from basic data ORDERS → LOCATIONS.

This field is filled automatically in the order upon transfer of the quotation.

You can either enter these locations into the Codes field or Description field.
The Codes field only recognizes entries from basic data ORDERS → LOCATIONS.

These fields refer to airports in airfreight quotations.

This field is filled automatically in the order upon transfer of the quotation.

You can either enter the delivery term into the Codes field or Description field.
The Codes field only recognizes valid entries from basic data ORDERS → DELIVERY TERMS.

This field is filled automatically in the order upon transfer of the quotation.

Here you can accept a text module into the quotation.

The proof print in the report may require specific report modifications.

Text modules can be recorded in basic data ADMIN → TEXTS → TEXT MODULE with type O (quotation). 

Entry of an alternative address

Name of the contact person

Phone number

Fax number

Email address

Subject

Access to basic data → Text module in ADMIN.

There is the option to automatically pre-assign the subject of a quotation as an e-mail subject. The setting is administrated in basic data ADMIN → FORMS → QUOTATION.

Comment

Access to basic data → Text module in ADMIN.

Remark

Access to basic data → Text module in ADMIN.