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

Modified on Mon, 6 Nov, 2023 at 3:19 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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