How to import Quotes via file [Step-by-step guide]

Modified on Mon, 06 Nov 2023 at 03:19 PM

When using techTMS, you can add Quotes.

These can be created manually or imported as a batch via file.


This article describes how to import via file

If you need to import Quotes manually, please refer to How to create a Quote manually [Step-by-step guide].

NOTE: Make sure that you are operating under the right environment beforehand.

NOTE: If several Carriers are being used to Rate Shop, if they fail to provide rates in a 10 second threshold, techTMS will skip them and move on to the next one.

To do it, you will have to:

1. Click Quotes

2. Click Import

3. Complete the base information for the import:

  • Pickup Address: Indicate the pickup address for the quote
  • Pickup Carrier: Select the Carrier that will be used for the quote
  • Pickup/Delivery Date: Indicate the Pickup and Delivery date and time
  • Master BOL: Indicate the Master BOL whenever it applies to the case
  • Pieces type: Select the type of packaging (box, pallet) that will be used
  • Size Type: Select the dimensions UOM
  • Weight Type: Select the weight UOM

4. Click to find and select the file you will import

5. Press Import to complete the process

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