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.
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
A pop-up containing all the data fields for Quotation input will be displayed.
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 thanEffective Date
Port of Loading
andPort of Discharge
must not be the sameAt least one record of
Cost
pair is required in Port of Loading tabIf 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.
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.
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.