In this blog, we are going to see the Steps to Create a Quotation full process in the Fresa Application.
Step 1: Login to the Fresa Application, Select the Quotation Module.
Step 2: Select All Quotation menu under the Quotation Module
Step 3: To create a new Quotation, click the Create button.
Step 4: Select the Department in which we need to create the Quotation.
Step 5: In the Port Details page, select the Required details like, Client, Origin and Destination, Valid From date and Valid To date and select the INCO Terms then click the Next button.
Step 6: In the Container page, add the required details and then click the Next button.
Step 7: If we want to add the Standard Charges to the Quotation output, select from the list and click on the Next button.
Step 8: Verify the entered details and click the Finish button.
Step 9: Quotation has been created successfully. If we want to Add/Edit the details click the Edit option where we can add/edit the details.
Step 10: Under the Quotation details page, Select the Costing tab and click Add option to add the charges.
Step 11: Enter the Charge details and Sale details in the Costing page.
Step 12: Select the Vendor and enter the Amount/ Qty then click Save and Close button.
Step 13: Click the Report button and select the Required Report for Quotation.
Step 14: Using the Print option we can download the Report.
Step 15: Select the Destination as PDF then click the Save button.
Hope, now we got an idea on the Steps to Create a Quotation full process in the Fresa Application.
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Who we areFresa Technologies Inc is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions to Freight forwarding and shipping industries.
Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.
Our team comprises of highly skilled individuals, who are experienced architects in designing & developing Freight forwarding & logistics software for over 20 years. They are domain experts and specialize in providing customized, user friendly and cost effective solutions. They focus on enhancing user experience and satisfaction for a sustainable relationship.