LogoLogo
Web PortalContact Support
  • Fast-Weigh Knowledge Base
  • Tutorials
    • Tutorials Overview
    • Logging in for the First Time
    • Navigating the Web Portal
    • Using the Ticket Query
    • Generating Reports
    • Using the Ticketing App
  • How To Guides
    • How To Guides Overview
    • How to Create New Records
      • Creating New Web Portal Users
      • Creating Tax Codes
      • Creating Billing Terms and Modes
      • Creating a New Customer
      • Creating a New Product
      • Creating a New Pricing Template
      • Creating a New Truck
      • Creating a New Hauler
      • Creating New Orders
      • Creating Invoices
      • Creating Payments
      • Creating Statements
      • Creating Hauler Pay Statement
      • Creating a New Region
      • Creating a New Location
      • Creating a New Yard
    • How to Update Pricing
      • Changing Order Product Pricing
      • Bulk Updating Open Order Pricing
    • How to Import Tickets
    • How to Edit Tickets
      • Edit via Ticket Query
      • Edit via Ticket Bulk Edit
    • How to Edit an Invoice
      • Charge & Cash Pay Types
    • How to Track Inventory
  • References
    • New Pricing Tools
    • References Overview
    • Web Portal
      • Home
      • Load-Out
        • Dashboard
        • In-Yard
        • History
      • Tickets
        • Ticket Query
        • Delivery Query
        • Ticket Entry
        • Ticket Import
        • Ticket Bulk Edit
      • Quotes
        • Dashboard
        • Quotes
        • Projects
      • Orders
        • Orders
        • Status Update
        • Jobs & Phases
        • Haul Zones
      • Inventory
        • Inventory
        • Dashboard
      • Trucks
        • Assignment
        • Trucks
        • Haulers
        • Truck Bulk Edit
      • Dispatch
        • Requests
          • Dispatching Ticket Types
        • Drivers
        • Live Tracking
        • Tracking Query
        • Request Import
      • Billing/AR
        • Billing
        • Balance Dashboard
        • New Payment
        • Invoice / Payment Query
        • Payment Export
        • Customer Credit
      • Hauler Pay
        • Truck Adjustments
        • Statements
        • Setup
      • Reporting
        • Running Reports
          • Default Reports
        • Scheduled Reports
        • Analytics
        • Custom Reports
      • Resources
        • Customer
        • Products
        • Locations
        • Billing
          • Tax Codes
          • Pay Terms
          • Price Adjustments
          • Freight Matrix
          • Ship To
          • Invoice Adjustment Types
          • Customer Payment Information
          • Pay To User Assignment
        • Truck Types
        • Salespeople
        • Inspectors
      • Account and Administration
        • User Administration
        • Portal Settings
        • User Defined Fields
        • Devices
        • API Information
        • Import Format
        • Accounting Periods
        • Email Bounce Report
        • Related Accounts
      • Roles And Responsibilities
    • Ticketing App
      • Setup
      • Application
        • Ticketing
        • Trucks
        • Customers
        • Orders
        • Reports
        • History
        • Portal
        • Settings
    • New Ticketing App
      • Setup
        • Logging In and Device Setup
      • Application
        • Server Settings
          • Manage Devices
        • Lanes & Ticketing
        • Dashboard
        • Trucks
        • In-Yard
        • Customers
        • Orders
        • Requests
        • Payments
        • History
    • Mobile App
      • Setup
        • Mobile Ticketing App
        • Mobile Dispatching App
        • Mobile Printer Setup
      • Ticketing Mode
      • Haul Mode
      • POD Mode
      • Printing
        • Star Micronics
    • Management App
      • Setup
      • Application
    • API Documentation
    • GraphQL Documentation
      • Reporting with GraphQL
    • Accounting Interfaces
      • Quickbooks Online
      • Quickbooks Desktop
      • Spectrum
      • Vista Viewpoint
      • Sage
      • Net Suite
    • Integrations
      • Avalara
      • HaulHub
      • Fast-Weigh Ticket Integrator
    • Hardware
      • Scale House Check List
      • IP Cameras
      • Moxa NPort 5110
      • Web Switch
      • TagMaster CT45
      • External IP Addresses
      • Tegaur Kiosk
      • I&E Kiosk (Legacy)
      • Bluetooth Printers
      • AXIS P1465-LE-3 LPR Camera
    • Loader App
      • Setup
  • FAQs and Best Practices
    • Frequently Asked Questions
      • Can I integrate Fast-Weigh with my Accounting Software?
      • What is Fast-Weigh’s NTEP CC #?
      • Can I import ticket data via CSV?
      • Does the web portal adjust based on Time Zones?
      • Why does changing the pricing template not update my orders?
      • Can I connect cameras to the ticketing app?
      • Can I connect my scale to the ticketing app?
      • What are the required computer specs to run Fast-Weigh
      • How do I get a custom report created?
      • Why does cash ticket pricing not behave like charge tickets?
      • Why does my E-Ticket look different than my archived ticket?
      • Can I export any of my data?
      • How do I fix an unsynced record?
      • How do I reset my password?
      • Where can I submit a feature request?
      • Does every customer need an order?
      • Do Ticket Numbers have to be unique?
      • Can Fast-Weigh do inbound ticketing?
      • Why are my requested custom ticket changes not showing on my tickets?
    • Best Practices
      • Security and Administration
      • Order Management
      • Product Pricing
      • Tax Code Defaults
      • Setting up a New Device
Powered by GitBook
LogoLogo
On this page
Export as PDF
  1. References
  2. Web Portal
  3. Quotes

Quotes

Last updated 1 year ago

Quotes will allow you to manage a majority of the information for your quotes. You can set filter parameters, Status, Region, Location, and Project(will detail later in this article), at the top of the screen to see specific quotes of interest. There is also a Search function at the top of the table.

You have the ability to create new quotes by utilizing the + New Quote button. Here you will fill out all the relative information for the quote. This screen is similar to creating a new order, and will also create a quote number that is automatically applied once the quote has been saved. The create a quote, the following will need to be entered on this screen:

  • Project (If you have any created)

  • Description

  • Status (Defaults to Pending but may be changed if needed)

  • Quote information (Region, Customer, Direction, etc.) similar to an Order

  • Assign Salesperson

  • Enter Delivery Info/Address if necessary

  • Set a Pricing Template

  • Set estimated Award and Start Date (optional)

  • Set Creation and Expiration Date

  • Save

Once you have saved you will see the quote number in the top left, and you will be able to add products by clicking either + Add Multiple Products or + Add Single Product depending on the quote. When adding products you will need to fill out the following:

  • Location

  • Yard

  • Product

  • Hauler (If you would like to restrict ticketing to a single hauler)

  • Pricing Description

  • Tax Group and Tax Code

  • Unit Price (Will default to unit price of product but can be changed)

  • Freight Charge Rate

  • Hauler Pay Rate

  • Surcharge

  • Adjustments (If you have any)

  • Order Quantity and Quantity Type

You may also want to add more specific Active and Expiration Dates which you can do while adding the product(s), as well as a Delivery Date. Once you have entered all relevant information you can hit Update.

You have the ability to add any necessary Notes and Documents by clicking on the Notes and Documents tab. You can click into the field under Notes to add a note, and to add any documents you just have to click + New Document and upload the relevant document.

Lastly, you can add Contacts by clicking on the Distribution tab and adding the relevant contacts. There you can add the contact information and preferred delivery methods. Once you have added a contact click Save and you'll be able to click Send to send the contact the quote.

You can also click the Copy Quote button while having an existing quote highlighted and begin creating another quote this way.

Click the image to expand.
Click the image to expand.