QuoteConnect Expedite Dashboard

Overview

The QuoteConnect Expedite dashboard gives the Expedite team the ability to create, view, manage, and edit Spot Quotes for customer expedites. The QuoteConnect Expedite dashboard contains a grid that displays the details about Spot Quotes that have been created.

The grid displays the following information:

  1. Quote ID: The Spot Quote number for the quote. This number systematically generates when the quote is created and displays as a link. Click the link to see the details about the Spot Quote.
  2. Origin: Origin of the shipment.
  3. Destination: Destination of the shipment.
  4. Customer: Name of the customer account requesting the quote.
  5. Mode: The method of transportation for the shipment. (Ground, Air, Air Charter, Ocean, Rail, etc.)
  6. Quote Created: The date and time the quote was created.
  7. Created By: Name of the user who created the quote.
  8. Priority: Level of priority of the shipment.
  9. Status: Status of the quote.
    • RFQ In Progess
    • RFQ Submitted
    • Bid Requested
    • Bids Provided
    • Ready for Rating
    • Quote in Review
    • Quote Sent
    • Quote Accepted
    • Quote Rejected
    • Bid Accepted
    • Bid Rejected
    • Shipment Created
  10. Shipment ID: The Optimiz shipment number is displayed as a link, that when clicked will take the user to Shipment Management in Optimiz.

To Access the QuoteConnect Expedite Dashboard:

  1. Open https://quoteconnect.protrans.com in a web browser.
  2. Enter your OptimizUsername and Password.
  3. Click Login.

  1. Click the Expedite tile.

Result

The QuoteConnect Expedite dashboard opens

Related Topics

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