Quotation Module
The Quotation Module is an essential ERP feature that enables logistics companies to generate accurate, customer-specific service quotes. It helps sales and operations teams streamline the pre-booking process by pulling standardized rate data, service parameters, and customer information into a unified quoting interface. Quotes can include details such as origin, destination, service type, cargo volume, surcharges, and payment terms, ensuring consistency across all transactions.
How the Quotation Module Works in Logistics?
When a client requests a quote, the ERP system collects key shipment inputs, like cargo weight, mode of transport, and delivery location, and applies relevant rate logic or pricing matrices. The system auto-generates a quote document, which is reviewed and sent to the customer through email or portal integration. Once approved, the quotation is instantly converted into a job file, transferring all commercial data for execution. ERP retains full audit logs for every quote revision and user action.
Quick Response Logistics Through ERP
Instant Quote Generation
Pre-configured rate tables and customer-specific rules allow ERP users to produce accurate quotes within seconds, enabling faster customer engagement.
Real-Time Approval Tracking
The module reflects the current quote status: drafted, submitted, approved, or rejected, so all internal teams can act without waiting for manual updates.
Dynamic Pricing Updates
Tariff changes or customer contract updates are instantly available in the system, ensuring that all generated quotes are current and compliant.
Integrated Communication Logs
Each quotation includes system-tracked comments, revisions, and exchange history, providing transparency and easing coordination between departments or branches.
Fast Conversion to Jobs
Once accepted, quotes are converted into job files with no data duplication, preserving accuracy and accelerating the move from proposal to execution.
Conclusion
The Quotation Module enhances the agility and professionalism of logistics operations. It minimizes delays, enforces pricing discipline, and bridges the gap between sales and execution. In ERP-driven logistics environments, it plays a pivotal role in delivering accurate, timely, and traceable service offers that lead directly to bookings.