Forwarding quotationsFrom customer inquiry to a quotation you can book.
Log inquiries, build quotations from a line-by-line cost estimate, revise issued quotes and see which ones became bookings.
Freight forwarding
Overview
IFF Inquiry records what a customer or service partner asked for: the service, origin and destination, load and discharge ports, cargo figures, freight terms, dangerous goods details and preferred carriers. Follow-up statuses are logged against the inquiry with their dates, so the sales desk can see what was promised and when.
IFF Quotation turns that inquiry into a rate quote or a job quote. You build a cost estimate line by line, from vendor quotes and from the location tariff, with buy and sell sides in their own currencies. Make Quotation then converts the estimate into the carriage charges and local charges the customer sees.
Capabilities
What it does
Inquiry with follow-ups
Record local and service partner inquiries with routing, cargo, freight terms and preferred carriers, then log follow-up statuses with dates until the inquiry is closed.
Line-by-line cost estimate
Add cost lines against a vendor quote reference, or pull standard lines from the IFF Location Tariff Master for the quotation's origin, destination and ports.
Make Quotation
One action converts every cost line into a customer charge at its sell side: carriage lines under carriage charges, origin and destination lines under local charges.
Draft, final and revisions
A draft keeps the inquiry pending and a final quotation marks it quoted. Editing an issued quotation in Maintain Quotation saves a revision under the original number.
Inquiry review dashboard
See each inquiry as pending, quoted, order booked or closed, worked out from the quotation and booking raised against it, with an Excel export.
Quotation register
List quotations as draft, pending or booked, open the details, add a register comment, change the customer before a booking exists, and export to Excel.
Workflow
How it works
First
Log the inquiry
Enter the customer or service partner, service, routing, cargo and freight terms. A new prospect can be recorded before it exists in the customer master.
Then
Build the estimate
Start a quotation from the inquiry so the header fills in, then add vendor quote lines and location tariff lines with buy and sell rates.
Next
Make and finalize
Run Make Quotation to produce carriage and local charges, review the totals in the quote currency, and save as draft or final.
Finally
Follow through
Use the review dashboard and the register to follow which inquiries were quoted and which quotations became bookings.
Questions
Questions and answers
How is a forwarding quotation built in Sailix?
- You enter the party, service, routing and cargo, then add cost lines with buy and sell rates. Lines come from a vendor quote you reference or from the location tariff. Make Quotation turns those lines into carriage charges and local charges, and Sailix totals them in the quote currency.
Can I revise a quotation after it has been issued?
- Yes. In Maintain Quotation, editing an issued quotation saves a revision that keeps the original number with a revision suffix, while the basic details stay locked. A draft is edited in place. Once a booking exists against a quotation, it can no longer be edited.
Does Sailix stop me using an expired vendor quote?
- Yes. Each vendor quote line carries its own valid till date. When you save the quotation, Sailix compares those dates with the quotation date and refuses the save if a referenced vendor quote had already lapsed, naming the quote reference so you can replace it.
How do I see which inquiries turned into bookings?
- The IFF Inquiry Review Dashboard lists inquiries for a date range of up to 365 days and shows each one as pending, quoted, order booked or closed. The status is derived from the quotation and the booking raised against the inquiry, and the list exports to Excel.
Related
Works with
Buying rates
Record rate quotes from local vendors and service partners per service and lane, then search them by validity, route and tariff item.
Forwarding job management
Maintain Booking holds the forwarding job: service, parties, routing, cargo, containers and estimates, with job status and documents alongside.
Quotation management
Price an inquiry with container rates and tariff lines, offer sailing options, download the quotation PDF and track it to acceptance.
Part of Freight forwarding software
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