Write and Send a Request for Quote

Overview

After you have checked the request out, send a Request for Quote email to a network of carriers. The information that must be present in this email includes: 

  • Equipment Type
  • Origin Location
  • Pick Up time and date
  • Delivery location
  • Delivery time and date
  • Pieces and weight
  • Stacking freight
  • Special requirements
  • Dock high

This information is gathered by viewing the request details, and by opening up the Shipment Edit window after you check out the request.

Process

To Gather Information for a Request for Quote Email:

  1. Select the Unplanned Shipment Request.
  2. Click Request Details.

The Request Details window opens.

  1. Create a new email in Microsoft Outlook.
  2. Type email addresses of the carriers in the BCC field.
  3. Type a subject line.
  4. Click inside the body of the email.
  5. Click the Insert tab in the Microsoft Outlook Ribbon.
  6. Click the down-arrow underneath Screenshot.
  7. Click Screen Clipping.

The contents of the screen turn pale and your cursor turns to a crosshair.

  1. Use the crosshair to select everything just below the Responsible Party Location address.

The information is transferred to the body of your email:

  1. Type the following text above the image:
    1. Request for Quote: Please respond with an all in rate including fuel for the below move.
  2. Type the following text below the image:
    1. You will receive an email when this load is filled. If you should be awarded the load, please respond if you do NOT receive a tender prior to pickup OR if the rate on the tender received does not match the rate you provided. Ensure your company invoices the Responsible Location / Responsible Party at the bottom of the tender (if no Responsible Location is listed, invoice the Responsible Party directly.)
  3. Send the email.
  4. In Optimiz, close the Request Details window.

Next Steps

After sending the Request for Quote email, you must check out the request so someone else doesn't send a duplicate request for quote. See Check Out the Request.