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How to send a SALES PROPOSAL (SP) to your customer?

Business Process

How to send a SALES PROPOSAL (SP) to your customer?

The sales proposal (SP) is the second step in the operation process. After a customer sends you an RFQ, you will receive a notification with Customer request and full shipment details, so you can quote the best price manually (that's if your customer has not already confirmed the RFQ on the customer portal).

Last updated on 14 Jan, 2020

 

1. In the main menu, Click on BUSINESS PROCESSES -> SHIPMENT MANAGEMENT ->(SP) SALES PROPOSAL

2. Look at the first line from the TOP, this is the latest RFQ that was sent to you. Click on the small Pencil under the EDIT column to manage shipment and give quote

* Status Column is: New (Request) Customer Portal

3. Arrive to BASIC INFORMATION. Please fill out the required fields and move to the next step, ROUTINGS.

* Don't forget to save on "APPLY CHANGES" before you move to the next stage

4. At ROUTINGS you will see the PHYSICAL ADDRESS or FREIGHT ADDRESS of shipment

Depending on the service and Incoterms, HOUSE/HOUSE or MASTER/MASTER, you will manage your side and choose PHYSICAL or FREIGHT ADDRESS

5. At GOODS you will see customer goods details. You can edit goods in this page if Customer requires

* Don't forget to save on "APPLY CHANGES" before you move to the next stage

6. ECONOMICS, here you will choose the ACTIVITY'S and price them. You will add the BUYING VALUE (Received from Carrier), and add the SELLING VALUE (Given to customer)

* Select Supplier if forgot!

* Please click on UPDATE to save!

7. Congratulations! New (SP) SALES PROPOSAL was sent to your Customer.

 

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