New Inquiry

Inquiry: Detailed request for logistics services including transportation, goods description, and insurance details. Inquiry

To create a new inquiry, follow these steps:

1. Click on the button on the dashboard.

2. You will be directed to the Create Inquiry window, which contains three tabs: Routing, Commodity, and Insurance. Complete each tab with the required information.

3. Routing Tab: The user selects the mode of transportation and inputs origin and destination details.

4. Commodity Tab: The user enters details about the goods being shipped.

5. Insurance Tab: The user provides insurance-related information.

Editing Inquiry

1. Go to the Inquiries menu.

2. Choose the specific inquiry you want to modify from the list.

3. Click the edit button in the Details, Commodity, and Insurance tabs.

4. Update the fields as needed to reflect the changes to your inquiry.

5. Click the Save button to apply the changes.

Duplicate Inquiry

1. Go to the Inquiries menu.

2. Choose the specific inquiry you want to duplicate from the list.

3. Click the More button and select the Duplicate option.

4. You will be directed to the Create Inquiry window. Review and update the necessary details as required.

5. Once you have verified the information, click the Save button to create the duplicate inquiry.

Cancel Inquiry

1. Go to the Inquiries menu.
2. Choose the specific inquiry you want to cancel from the list.

3. Click the More button and select the Cancel option.

4. You will be directed to the Mark Lost window. Fill in the necessary details to mark the inquiry as cancelled.

5. Once you have provided the required information, click the Save button to mark the inquiry as cancelled.