Commercial

About this guide

Audience: Pricing, Sales, Purchasing, Operations
Time required: ~5 minutes to identify the right article for your workflow.
Outcome: You know which article to read when you need to enter rates, create a quote, or place a subcontract order.

This documentation group covers the commercial side of Freight: carrier and vendor rate cards, customer quotations, and subcontract purchase orders. Recording charges, invoicing, cost allocation, and on-behalf payments once a shipment is running are covered in Charges & Shipment Profitability and On-Behalf Payments.

By need

Need

Article

Primary role

Enter or update carrier/vendor rates.

Rate Management

Pricing

Create a quotation for the customer before creating a shipment.

Freight Quotation

Sales / Sales Ops

Need to order services from a sub-carrier or agent.

Subcontract Booking

Ops / Purchasing

Tip

Quick checkpoint: A quotation is ready to send only when the carrier/schedule, selling price, buying price, and validity period are all confirmed. Once the shipment is running, see Charges & Shipment Profitability to keep revenue, cost, and gross profit accurate.

Common scenarios

Situation

Resolution path

Sales needs a quick quote.

Verify that rates are still valid in Rate Management, then build the quotation following Freight Quotation.

Need to purchase trucking or handling services from a third party.

Create and track the subcontract PO following Subcontract Booking.

Shipment has revenue but profit looks wrong.

Check Cost Price, Unit Price, currency, and surcharges on the shipment charge lines.