Manage Quotation

This function allows users to manage Quotations in M-SHIP.

List Quotation

To list the Quotation, navigate to [System Codes] → Quotation → Search Quotation from the left navigational bar.

Quotation

Business Logic: By default, the system will retrieve all active Quotations.

Add Quotation

Click on the + icon at the top right of the Content Page to add a new Quotation

Add Record

A pop-up containing all the data fields for Quotation input will be displayed.

Quotation Form

Key in the information carefully. Ensure that all mandatory fields are entered.

Click [Save] to create the new Quotation.

Business Logic:

  • Expiry Date must be same or later than Effective Date

  • Port of Loading and Port of Discharge must not be the same

  • At least one record of Cost pair is required in Port of Loading tab

  • If multiple Ports of Discharge are provided, there must not be any duplicates in Port of Discharge

Draft Quotation

Click [Save as Draft] at any time to save the information as a draft quotation. You may retrieve this draft copy at anytime by clicking on the same + when adding the quotation.

Only one draft copy per user account can be saved.

Edit Quotation

Click [Actions] → Edit to edit the selected record.

Edit Quotation

Once you have amended the entry, click [Update] to save the record.

The same Business Logic from Add Quotation applies.

Delete Quotation

Click [Actions] → Delete to delete the selected record.

Delete Quotation

A confirmation prompt will appear. Click [Ok] to proceed with the deletion.

Business Logic: The Quotation must not be in use in any active transactions in the system. i.e. This Quotation must not be linked to any active Jobs.