RFQ Access RFQ from login¶

Flow mapping:

• Whole flow 1 → 01, 02, 04 - Individual, 05, 06 - 1 Service, 07 - Import, 08 -FCL, 09, 10, 11, 12, 13, 14, 15, 16
• Whole flow 2 → 01, 03, 04 - company, 05, 06 - Multiple Service, 07 - Export, 08 - LCL, 09, 10, 11, 12, 13, 14, 15, 16
• Flow without entering Mandatory Data - try to do the flow by leaving mandatory fields blank. Expecting validation errors
• Flow with Invalid Data - try to input invalid data in textboxes. Expected validation errors
• Test with different RFQs with a First Time User or Existing user
• Test with Individual/company
• RFQ with both services: Forwarding & Clearing
• RFQ with only one service
• RFQ for Ocean Import
• RFQ for FCL
• RFQ for LCLRFQ – requesting a particular salesperson – Salesperson (1) email
  • Login as the salesperson1 and check if the RFQ is in his list of quotations, no other salesperson (2, 3...) should be able to see the quotation.
• Tick Shipper/ Consignee to check if data is being populated well
•  Upload documents
•  Check for OTP
• Retrieve existing RFQ, update and send
• Repeat same for Ocean Export

Scenario: 01 - New RFQ¶

Go to Login page

Click "Request for Quotation"

User is redirected to /rfq/add

Scenario: 02 - Step 1 (First Time User)¶

As a first-time user, the user can enter requester details and proceed.

Scenario: 03 — Step 1 (Existing User)¶

As an existing user, user rpovide email address and the saved details are retrieved.

Scenario: 04 — Step 1: Individual vs Company

Choose Individual or Company and see the relevant fields.

Scenario: 05 — Step 1 Validations

User is blocked from proceeding if required/format rules fail.

Scenario: 06 — Service Selection (multiple)¶

can select multiple services for my RFQ.

Scenario: 07 — Step 2 Direction: Import vs Export¶

can specify whether the shipment is Import or Export.

Scenario: 08 — Step 2 Mode & Type (FCL/LCL)¶

can set mode and containerisation type.

Scenario: 09 — Step 2 Core Shipment Details¶

provide all mandatory shipment details before moving on.

Scenario: 10 — Shipper / Consignee¶

Select whether the Consignee or Shipper is same as requestor.

Scenario: 11 — Step 3 Additional Information & Services¶

User can add extra services and important notes.

Scenario: 12 — Document Uploads¶

User can upload supporting documents and see them listed.

Scenario: 13 — Wizard Navigation & Persistence¶

User can browse previous and next to check the details are still here

Scenario: 14 — Submit RFQ¶

Submit the RFQ after completing all steps and check email notifs. The requester and the company should have received the RFQ via email together with the documents uploaded

Scenario: 15 — Retrieve Existing RFQ¶

Enter the required info and retrieve an in-progress or existing RFQ