Sharing the quote
Once logged into the Customer UI as the Consignee, proceed through the 'new bookings' process to get a quote displayed, all quotes will be listed in the usual way. To share a quote click on the 'SHARE, button as shown below from the Quotes screen
The following screen will be displayed
From the above screen, the following information must be completed
- Your reference/quote reference
- recipient email address of your customer
- Select the quote you will to use by clicking the checkbox
- T&C checkbox
Once all entered click the 'SEND QUOTE' button
Retrieving the Quote.
Retrieving a quote can be done in the following ways:
1. Via email notification that a quote has been shared with you.
A notification email is received by the chosen email recipient advising that a quote has been shared for the booking.
By clicking on the link provided in the email, you will be brought to the Customer UI where you will have to either log in and retrieve the quote. If the customer does not have an active account - one should be created at this time. The Quote reference will be pre-populated for this quote, click Retrieve to proceed.
You will be brought immediately to the Quotes screen, showing the bookings that were shared and available for booking, by clicking the , booking information will be displayed but no pricing will be shown. From here you can proceed with the booking in the usual way - by clicking on the BOOK button
Making the booking
The from and to locations, vessel name, and ETD along with the Customer Reference, which will have a randomly generated identifier string appended to the end, will be pre-populated, and cannot be changed, in the booking details screen and the screen will display a 'shared' in the top left to show that you are working in a shared quote. Continue to complete the booking details as normal
Once all details have been entered click on 'VIEW ORDER SUMMARY'. Your order summary will be displayed as normal, however, it will display a 'GO TO DASHBOARD' button as there are no payment conditions to be met as part of this booking.
Once 'GO TO DASHBOARD' has been selected you will be returned to the 'Shared Quotes' screen. Click on the 'Open Orders' tab and you will see that the booking has been made. The booking will also display on the Consignee Open Orders tab displays as below in both screens.
The booking will also be displayed in the 'Shared Quotes' tab of the Consignees dashboard. From here the Consignee can resend or cancel the quote as required.