Introduction :
Generating a shipment and job directly from an approved quotation in Fresa Gold streamlines the workflow and ensures that all quotation details are accurately carried over. This eliminates duplicate data entry and reduces errors in shipment and job creation. This article explains how to generate a shipment and job from a quotation in Fresa Gold.
Note :
In Fresa Gold, a shipment and job can be generated from a quotation once it has been approved. The Generate Shipment and Generate Job options become available after the quotation status is changed to Approved. All relevant details from the quotation are automatically transferred to the shipment and job, saving time and ensuring data accuracy.
Step 1: Log in to Fresa Gold, navigate to Quotation, and select the required quotation (Fig. 1).
Fig.1
Step 2: Click the Change Quote Status button and change the quotation status to Verified (Fig. 2).
Fig.2
Step 3: Change the quotation status to Approved and click the Save button (Fig. 3).
Fig.3
Step 4: Once the quotation is approved, the Generate Shipment and Generate Job options become available (Fig. 4).
Fig.4
Step 5: Click the Generate Shipment button and then click the OK button (Fig. 5).
Fig.5
Step 6: The shipment has been created successfully (Fig. 6).
Fig.6
Step 7: Click the Generate Job button and then click the OK button to create the job (Fig. 7).
Fig.7
Step 8: The job has been created successfully (Fig. 8).
Fig.8
Step 9: Both the shipment and the job have now been created from the quotation (Fig. 9).
Fig.9
Benefits of this Feature :
- Eliminates duplicate data entry by generating shipments and jobs from quotations.
- Ensures accurate transfer of quotation details to shipments and jobs.
- Speeds up the shipment and job creation process.
- Reduces errors caused by manual data entry.
- Improves workflow efficiency from quotation to execution.
- Maintains a clear link between quotations, shipments, and jobs.
- Supports better tracking of shipment profitability from the quotation stage.
- Simplifies operations by integrating the quotation and customer service modules.
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Who we are
Empowering Global Logistics Through Intelligent Digital Transformation
Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.
Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.
Serving customers in more than 60+ countries, Fresa Technologies continues to innovate with secure, scalable, and future-ready solutions that enable logistics businesses to adapt to changing market demands, optimize operational performance, and achieve sustainable growth. Our commitment to quality, information security, and responsible AI is backed by internationally recognized ISO certifications for Quality Management, Information Security Management, and Artificial Intelligence Management, reflecting our focus on delivering secure, reliable, and trusted solutions to the global logistics industry.
Explore Fresa Technologies’ AI-enabled Freight Management ERP solutions at and discover how we can help streamline your logistics operations, accelerate digital transformation, and drive sustainable business growth.
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