To create a quote in Cargofive is a pretty easy task 😊
We must head to the "Rate finder" and after introducing POL and POD on the search bar different options for the route selected we will be displayed. First, those directly offered by the shipping companies and second, those loaded on Cargofive by a contract published by you or one of your team mates.
We must select the options that we want to be shown in the quote, the button will then turn blue so you can always see your selection and then click on "Create Quote"
We will be redirtected then to our new Quote.
On the first window we can find, and edit the basic info for the quote like the customer, the payment conditions, the validity... As long as the terms and conditions that will be displayed on it
Then we need to head to "Ocean Freight" page
Here the freight selected will be displayed and we can add/delete/edit ocean surcharges. We can either edit the amounts/currency, add profit,
or add new surcharges that were not on the option we chose for the quote
We can also add other carrier's options in this same page
We will need to indicate POL, POD, and carrier. Then click "Add freight"
And it will appear right below:
Below the route/rate information, you will find the option to show the carrier or not, and also to include or not the freight details (surcharges).
In the PDF you can see the detailed surcharges only for those quotes that contain a single route. For quotes with multiple routes, you will see the surcharge included in the totals.
✨Note✨
You can add other freight options for the same route (ej. Lisbon - Callao) or you can add a different route (ej. Lisbon - Arica)
Then we will need to add local charges and inlands if needed and our quote will be done!
Click here to learn how to add local charges to quotes
Click here to learn how to add inlands to quotes
Here is also a video in case you still have doubts. You can also always contact us through the chat or by sending an email to support@cargofive.com ✨🤗