If you are the Quote agent, this will guide you on how to draw up a quote for the client

How to do a quote:

Step 1: Create a quote with the info provided

• On Winfreight, find the Weybill Entry menu option, at the top left of the screen
• Select the Process / Bill / Quote option from the dropdown
• Next to the waybill number box, there are 2 circles named Waybill and Quote, respectively. Select the Quote circle.
• Complete the following fields:
  1. From Name
  2. Area to collect from
  3. Bill Account
  4. To name
  5. Area to deliver to
  6. Service Code
  7. Dims (using the dims button)
• To complete the dims field, click on the dims button and complete the pop-up window:
  1. Items - is how many units we are moving
  2. Length - is the length of the items (always in cm)
  3. Width - is the width of the items (always in cm)
  4. Height - is the width of the items (always in cm) 
  5. Weight - is the combined weight of the units.
• Click on the green arrow between unit types
• Click on the Exit button
• Click on the Calculate button
• Click on the Save Quote button and save to a destination on the server or cloud

Step 2: Send the quote

• Reply to the client using the quotes Canned Response. 
• Attach the quote to the canned response and send.

Step 3: Update the ticket fields

• Update the ticket fields accordingly, with the quote number from Winfreight
• Update the status to Resolved