Freight Quotation

Article information

Audience: Sales Executive, Sales Ops, Pricing Staff

Estimated time: ~3 minutes to select the right article; quotation preparation time is covered in the detail article.

Outcome: Users know where to start when they need to quote freight for a customer before Operations processes the shipment.

A freight quotation bridges commercial and operations: Sales locks in the price and service conditions, then a shipment is created for Ops to continue with booking, containers, documents, and Charges.

By task

Task	Article	Role
Create a sea FCL/LCL quotation.	Freight Quotation	Sales / Sales Ops
Check carrier rate cards before quoting a customer.	Rate Card Management	Pricing
Review profit after a shipment is created.	Charges and Profitability	Sales / Accounting

Tip

Quick checkpoint: Do not send a quotation until you have confirmed the carrier/tentative schedule, selling price, buying price, surcharges, currency, and validity period.

Common scenarios

Situation	How to handle
No rate available to quote the customer.	Ask Pricing to update the rate card or obtain a carrier spot rate before sending the quotation.
Customer changes the schedule or carrier after the quotation is sent.	Reselect the schedule/rate and verify the margin before sending a revised quote.
Quotation confirmed but Ops is missing information.	Add a handover note on the sales order or shipment covering carrier, ETD/ETA, service scope, and agreed surcharges.

• Freight Quotation