TC Transport Order® - Quote requests Request quotes from potential service providers simultaneously
In this video tutorial we will talk about the section 'Quotes requests'.
With 'Quote requests' you can simultaneously ask various partners of your choice
to send a quote for a transport directly within TC Transport Order®.
If you have already watched either the video on 'Assigned orders' or 'Received orders',
you will realise that the general structure and overview are similar.
In the quick filter 'All' you will see all quote requests regardless of their status.
In 'In progress' you have all the quote requests you have created but not yet sent.
In 'Active' you will see all requests for which your partners can send the quote.
In the filter 'Assigned' you will see all the quote requests that you have assigned to the selected partners.
In 'Closed' you have all the quote requests that have ended without a result.
Underneath you find the template section.
To create a new quote request click on 'Create' or the drop-down menu button .
Here you have the following options:
you can create a new quote,
a quote request using a template
or create a new template which you can use later on.
In this case we are going to create a new quote request.
The first step is to select the members of the group who should receive the request.
You can use the same search you may already know from TC Profile®.
Either search by a specific TimoCom ID,
by company or country,
postcode or city.
In our case we are going to search for the term 'transport'.
I will then select the companies interesting for us,
click on 'Apply selection'
and in addition we're going to select a contact person for each company.
This contact person will then receive a notification within TimoCom via the Bell symbol or a browser notification,
informing that a new quote request has been sent to him.
The next step is to describe the freight.
Here are a few compulsory fields that must be completed before you can click on send.
These include:
quote name and quoting deadlines,
for the loading place you have to enter a loading date,
location and postcode.
The same information must be entered for the unloading place and you also have to enter the weight.
Once you have entered all the information needed the quote request can be sent.
You then get an overview in which you can check whether everything is correct:
whether the request name is suitable,
the route and the reference price has been given,
until when a quote can be given and the number of selected recipients.
If everything is correct you just click on 'Send' to send your quote request.
Now the quote request has been sent and the selected partners receive a notification,
informing they can give their price for the corresponding order.
You can close the quoting period whenever you find it convenient by simply clicking on 'End'.
You can also copy the quote request or just close the window to continue working with TimoCom.
As soon as you have sent your quote request to the selected partners the request will appear in the quick filter 'Active'.
You can view the quote request here at any moment
and you will of course receive a notification as soon as you receive a new quote.
The new offer will appear next to the company that has submitted it.
If a partner has written a comment in his quote you will see it in the small bubble.
Once you have chosen the best provider for your job mark the company and select 'Select service provider'.
A window will appear and here you have two possibilities:
you can either create an order on the TimoCom platform
or choose not to do so at this moment
and simply forward the necessary transport order for this quote request to your business partner externally from TimoCom.
In this case we are going to select 'Create an order on TimoCom's platform now'.
I select the service provider
and we end up in a new transport order
in which all the information from the quote requests has been automatically added.
Once you have completed all the compulsory fields, you can send the order.
A new window appears with the reminder that by clicking on 'Send'
you will offer your business partner a legally binding contract.
Your order has now been sent
and your business partner receives a notification stating that he has a new transport order
which he can now accept.
You now have the following options for your order:
you can choose to save it as a template,
create a TC Truck&Cargo® offer,
copy the order or create a PDF,
check the history or rescind the order, if the transport is no longer required.
you can also archive the order or simply close the order.
If you close it you will directly come to 'Assigned orders'.
The transport orders you have sent are now in the quick filter 'All' or 'Sent'.
At this point you can still view the order at any time.
As soon as your business partner accepts the order,
it goes automatically to the quick filter 'Accepted'.
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