Task #18745
Updated by Redmine Admin about 1 month ago
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. <table> <tr> <td>Reference</td> <td>Company / Individual</td> <td>Cargo Type</td> <td>Loading</td> <td>Destination</td> <td>Shipment mode</td> <td>Created on</td> <td>Created By</td> <td>Modified by</td> <td>Modified on</td> <td>Quotation state</td> </tr> <tr> <td>MACCS25QAFI02061</td> <td>ABC Motors</td> <td>Import</td> <td>Dubai</td> <td>Port Louis</td> <td>Air</td> <td>21/03/2025</td> <td>Hashim</td> <td>Avisham</td> <td>22/03/25</td> <td>In Progress</td> </tr> <tr> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> </tr> </table> 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 Commodity (Personal Effects / Commercial goods) – Dropdown~~ 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 <table> <tr> <td>File name</td> <td>File type</td> <td>Type</td> <td>Uploaded by</td> <td>Upload Date</td> <td>Actions</td> </tr> <tr> <td>cost-and-sales-file (24).pdf</td> <td>application/pdf</td> <td>RFQ</td> <td>Hashim</td> <td>21/03/2025</td> <td>Download / Preview</td> </tr> </table> **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. <table> <tr> <td>Charges</td> <td>Type</td> <td>Currency</td> <td>Amount</td> <td>VAT</td> <td>VAT Amount</td> <td>Total</td> <td>Exchange Rate</td> </tr> <tr> <td>Documentation Fee</td> <td>Prepaid / Collect</td> <td>MUR</td> <td>1000</td> <td>Standard Tax rate</td> <td>150</td> <td>1150</td> <td>1</td> </tr> <tr> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> <td> </td> </tr> </table> 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 [Quotation screen.xlsx](/uploads/d8c7a50c236859e58381dbd6ffe8ee28/Quotation_screen.xlsx)