After your successful login, open the menu lefthand, which shows the the different options:
1. Tabs in the system:
Requests: Here you find all RfQ and Rfi requests you have been invited to.
Dashboard: Here you will find a visual overview of your event participation such as won, lost ratio, split by mode of transport etc.
My Details. In the icon below information: Fill in your address & contact details, your e-mail signature etc., which are related to your SHIPSTA platform account.
Customers: from this tab you can see the linked customers(shippers) you are working with, as well as pending invitations from new customers/shippers.
From this tab you can also setup your notification settings per customer.
Messaging: In this tab you can answer or initiation conversations from customers/shippers.
Company Details: Add details related to your company, such as your address or further contact information.
2. Your relevant RfQ
To quote go to „Quote Requests“. New RfQs are marked as New. Double-click to select your relevant RfQ you have been invited to quote for.
By double-clicking on your relevant RfQ, the applicable NDA automatically will pop up now.
In the next step and for further procedure, you may hook the box to accept the related terms and conditions and click on the “confirm NDA“ button.
Once you you open the RfQ you will see all the relevant information such as : Duration, and validity, and will be able to upload documents if requested (either by dragging and dropping them or my clicking on upload.
You will find the „rate sheets“ in the lower section of the details overview.
