Task #18745
openTask #19374: Sprint Planning for 02/02/2026 - 16/02/2026
Air_Quotation
100%
Description
A freight forwarder should be able to create / update a quotation for a client. This document is sent by the freight forwarder to their clients indicating the proposed rates for a shipment. The Quotation can be done from scratch or from a Request for quotation (RFQ).
Acceptance Criteria:
1. The system should allow creation / Update of a Quotation.
2. Create a quotation using a Request for Quotation.
3. Different level of approvals
4. Cancel a Quotation
5. Different status.
6. Different search criteria comprise of ‘Date range’, ‘Quotation Reference’, ‘Client name’, ‘Quotation State’.
Pre-Requisite:
There is no such pre-requisite to create a Quotation from the system, however, it can be started by the Request for Quotation.
Description:
When accessing the Main page of the Quotation, a list of existing Requested quotation should appear.
1. Display list as illustrated below.
| Reference | Company / Individual | Cargo Type | Loading | Destination | Shipment mode | Created on | Created By | Modified by | Modified on | Quotation state |
| MACCS25QAFI02061 | ABC Motors | Import | Dubai | Port Louis | Air | 21/03/2025 | Hashim | Avisham | 22/03/25 | In Progress |
Different ‘Quotation State’ should be:
Requested
In Progress
Waiting for Approval
Approved
Proposed
Confirmed
Client Rejected
Note: The user should be able to: (a) Update quotation (b) Assign Salesperson (c) Clone quotation
Add a ‘Create Quotation’ button.
When clicking on the ‘Create Quotation’ button, a new page should be displayed having the below fields:
Company / Individual Details:
Choose existing client (to be retrieved from the client maintenance list).
Company / Individual – Toggle
Vat Exempt (Yes / No) – Toggle
Company name – If company is selected company name should be displayed, else if Individual, first name and Last name is applicable.
Address 1, 2 and 3.
NIC / Passport number – Applicable for Individual only.
E-mail Address
Phone number
BRN – Applicable for companies
VAT Number
Tax Account number
Shipment Details:
Cargo Type (Import / Export) - Toggle
Shipment mode (Air / Sea /Inland) – Toggle
Commodity (Personal Effects / Commercial goods) – Dropdown
Commodity type: (General Cargo / Perishable cargo / Dangerous goods) Dropdown
Cargo Details which consist of:
· Port of Origin – (From List)
· Port of Destination – (From List)
· Incoterm – (From List)
· Pickup Address
· Delivery Address
· Packaging Type (From list)
· Number of packages
· Weight
· Volume
· Good Description
Dimension Details:
· Length (cm)
· Width (cm)
· Height (cm)
· Volumetric weight (Formula is LxWxH / 6000)
Shipper / Consignee / Notify parties information
Shipper’s level
· Choose existing shipper (From Client list – Dropdown)
· Company / Individual (toggle)
· Shipper’s name 1
· Shipper’s name 2
· Trader Identification number
· Phone number
· E-Mail address
· Address 1
· Address 2
· Address 3
· Zip code
Consignee’s level
· Choose existing consignee (From Client list – Dropdown)
· Company / Individual (toggle)
· Consignee’s name 1
· Consignee’s name 2
· BRN
· Phone number
· E-Mail address
· Address 1
· Address 2
· Address 3
· Zip code
Notifier’s level
· Choose existing Notifier (From Client list – Dropdown)
· Company / Individual (toggle)
· Notifier’s name 1
· Notifier’s name 2
· BRN
· Phone number
· E-Mail address
· Address 1
· Address 2
· Address 3
· Zip code
Document
Upload Document
| File name | File type | Type | Uploaded by | Upload Date | Actions |
| cost-and-sales-file (24).pdf | application/pdf | RFQ | Hashim | 21/03/2025 | Download / Preview |
Additional Information
Quotation Validity (Days)
Other Services Required (Select from dropdown)
Important additional information
Suppliers rate
Select from list of shipment cost
Remarks
Charges
Insert an ‘Add charges’ button.
| Charges | Type | Currency | Amount | VAT | VAT Amount | Total | Exchange Rate |
| Documentation Fee | Prepaid / Collect | MUR | 1000 | Standard Tax rate | 150 | 1150 | 1 |
System should allow modification / Deletion of each charge
A ‘SAVE’ option so that the information could be saved
If data comes from a Request for quotation (RFQ) and Update button should be available
A ‘Back’ button should be available
After all information has been saved / updated an ‘Action’ button should be displayed.
The ‘Action’ button shall contain:
· Approve
· Reject
· Cancel
· Propose to client
· Client confirmed
· Client Rejected
(a) A pop-up indicating ‘Are you sure to continue’ having ‘Yes’ or ‘No’.
(b) Upon each action (Listed above) a pop-up should be displayed with ‘Email to’ and ‘Email cc’.
Activity log:
Each transaction / change for example ‘a charge amount has been changed from Rs10 to Rs15’ should be logged by the system and shall contain a Date & time and the name of the user as well.
Refer to below proposed screen
GitLab Sync Log
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Updated by Redmine Admin 5 months ago
- Parent task set to #18731
- gitlab project trace set to Sprint Planning for 22/09/2025 - 03/10/2025
Updated by Redmine Admin 5 months ago
- Due date changed from 09/17/2025 to 10/03/2025
- Estimated time changed from 0:00 h to 80:00 h
Updated by Redmine Admin 5 months ago
- % Done changed from 0 to 10
- GitLab Time Logged changed from 0 to 28800
Updated by Redmine Admin 5 months ago
- % Done changed from 10 to 40
- GitLab Time Logged changed from 28800 to 115200
Updated by Redmine Admin 5 months ago
- % Done changed from 40 to 50
- GitLab Time Logged changed from 115200 to 144000
Updated by Redmine Admin 5 months ago
- Due date changed from 10/03/2025 to 10/17/2025
- Parent task changed from #18731 to #18862
- gitlab project trace changed from Sprint Planning for 22/09/2025 - 03/10/2025 to Sprint Planning for 06/10/2025 - 17/10/2025
Updated by Redmine Admin 4 months ago
- Parent task changed from #18862 to #19002
- gitlab project trace changed from Sprint Planning for 06/10/2025 - 17/10/2025 to Sprint Planning for 03/11/2025 - 14/11/2025
Updated by Redmine Admin 29 days ago
- % Done changed from 50 to 58
- Parent task changed from #19002 to #19374
- GitLab Time Logged changed from 144000 to 169200
- gitlab project trace changed from Sprint Planning for 03/11/2025 - 14/11/2025 to Sprint Planning for 02/02/2026 - 16/02/2026
Updated by Redmine Admin 25 days ago
- % Done changed from 58 to 73
- GitLab Time Logged changed from 169200 to 212400
Updated by Redmine Admin 13 days ago
- % Done changed from 73 to 100
- GitLab Time Logged changed from 212400 to 406800
Updated by Redmine Admin 8 days ago
- GitLab Time Logged changed from 406800 to 453600