Overview
Quotation Management serves as the operational cockpit for the sales and administration teams. It provides a centralized view of all automatically generated offers, allowing for rapid verification and adjustment before transmission to the customer.Key Features
Automated Cost Generation
Upon the creating of an inquiry, the system triggers the Pricing Engine logic. This engine instantly calculates a tailor-made offer based on:- Service Type: Predefined cost structures for specific logistics services.
- Inquiry Details: Specific parameters (origin, destination, cargo type) from the user request.
- Route Data: Optimization data provided by the Route Scanner.
Dashboard Visibility
The dashboard presents a comprehensive list of all active quotations.- Status Tracking: Monitors the evolution of offers (e.g., Draft, Verified, Sent).
- Quick Actions: Provides immediate access to View, Edit, and Preview functionalities.
Verification and Editing
While the initial offer is automated, the platform ensures human oversight.- Edit Option: Administrators can modify the auto-generated cost structure.
- Discounting: Sales teams can apply specific discounts or adjustments to personalize the final price.
