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Overview

The quotation management system is the core of ICL Cotizaciones, enabling commercial teams to create, track, and manage freight quotes for FCL and LCL shipments. Each quotation captures operational details, cargo specifications, cost structures, and status tracking.

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Quotation Lifecycle

Quotations flow through five status states:
  • En cotizacion (In quotation) - Initial draft state
  • Pendiente (Pending) - Awaiting response
  • Pend A/C (Pending approval/confirmation)
  • Ganada (Won) - Quote accepted by client
  • Perdida (Lost) - Quote rejected
When changing status to Won, Lost, or Pend A/C, the system automatically sets the close date to today if not already specified.

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Creating a New Quotation

1

Navigate to new quotation

Click Nueva Cotizacion from the quotations list page. The system generates a unique quote number in format COT-YYMM-NNNN.
2

Enter commercial data

  • Fecha de carga: Date of quotation creation
  • Comercial: Sales representative (auto-assigned for non-admin users)
  • Cliente FFWW: Freight forwarder client (required)
  • Cliente Final: End customer (optional)
  • Referencia: Internal reference code
3

Configure operational details

  • Impo / Expo: Import or Export operation
  • Tipo: Maritime or Air freight
  • FCL / LCL: Full Container Load or Less than Container Load
  • Cond. Venta: Sales condition (FOB, EXW, FCA, Other)
  • Moneda: Currency (USD, EUR, ARS)
  • Origen: Origin location
  • Via: Destination port (required)
4

Specify cargo details

  • CBM Reales: Actual cubic meters (required)
  • KGS: Weight in kilograms (required)
  • Apilable: Stackable (Yes/No)
  • IMO: Hazardous materials (Yes/No)
  • Detalles de carga: Cargo description
If cargo is not stackable, additional CBM Facturables field appears for billing volume.
5

Set pricing structure

  • Flete Neto: Net freight cost (auto-suggested for LCL from base rate table)
  • Tipo Flete Neto: W/M (weight/measurement) or Flat rate
  • Flete Venta: Sales freight price
  • Tipo Flete Venta: W/M or Flat
For FCA/EXW conditions:
  • Costos Netos: Net origin costs (required)
  • Costos Venta: Sales origin costs
6

Save quotation

Click Guardar to create the quotation. The system calculates profit automatically:
Profit = (Flete Venta - Flete Neto) + (Costos Venta - Costos Netos)

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Auto-Suggested Freight Rates (LCL)

For LCL quotations, the system automatically suggests net freight rates based on the Port Rates master table:

Rate Selection Logic

  • ≤ 3 CBM: Uses rate_0_3_cbm
  • 3-5 CBM: Uses rate_3_5_cbm
  • 5-10 CBM: Uses rate_5_10_cbm
  • > 10 CBM: Uses rate_10_15_cbm

Matching Criteria

The system matches the selected Via (destination) with port_of_loading in the Port Rates table by name.Suggested rate appears as a hint below the Flete Neto field.
In edit mode, if Flete Neto already has a value, the suggestion appears as a hint only and does not overwrite the existing value.

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Commercial Agreements Integration

When you select a FFWW client that has a commercial agreement configured, the quotation form displays fiscal deposit costs in a read-only section:
  • Deconsolidation rates (W/M, Min, Max)
  • AGP per ton
  • Document handling fees
  • Log fee, Doc fee
  • Freight certificate
  • Insurance percentage and minimum
  • BL emission fee
These values are loaded from the commercial_agreements table linked to the client.

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Editing Quotations

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Access Control

Admin Users

Directors, Managers, and Administration roles can edit any quotation in the system.

Commercial Users

Can only edit quotations where vendedor_id matches their user ID. Attempting to access another user’s quotation returns 403 Forbidden.

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Edit Actions

  • Guardar: Update quotation with validation
  • Eliminar: Delete quotation (requires confirmation)
  • Duplicar: Create new quotation with same details but reset status to “En cotizacion” and today’s date
  • Ver cotizacion: Preview quotation email/PDF (only visible for Won quotations)

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Quotation Validation

Required fields enforced on save:
FieldCondition
FechaAlways
ComercialAdmin must select; auto-set for non-admin
Cliente FFWWAlways
Impo/Expo, Tipo, FCL/LCL, Cond. Venta, MonedaAlways
ViaAlways
CBM Reales, KGSAlways
Apilable, IMOAlways
Flete Neto, Tipo Flete NetoAlways
Costos NetosOnly if Cond. Venta is FCA or EXW
Validation errors scroll to the first invalid field with error message in sticky toolbar.

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Server-side Filters

Apply filters to narrow quotation list:
  • Desde / Hasta: Date range filter
  • Comercial: Sales representative (admin only)
  • Estado: Status (multiple selection)
  • Cliente: Client name (multiple selection)
  • Via: Destination port
The search box filters loaded results in real-time across:
  • Quote number
  • Client names (FFWW and Final)
  • Origin and destination
  • Sales representative
  • Cargo details
  • Reference and observations

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Quotation Display

Quotations are grouped by week and year (format: 2026-S09) in descending order. Each row displays:

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Datos Comerciales

  • Fecha de carga (Date + Time)
  • ID de Cotizacion
  • Status badge (color-coded)
  • Cliente FFWW
  • Cliente Final
  • Comercial (admin view only)
  • Referencia

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Datos Operativos

  • Impo/Expo
  • Tipo
  • FCL/LCL
  • Cond. Venta
  • Origen
  • Via
  • Moneda
  • Pick Up address

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Datos de la Carga

  • CBM Reales
  • KGS
  • Apilable
  • IMO
  • Detalle Carga

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Estructura de Costos

  • Flete Neto / Tipo
  • Flete Venta / Tipo
  • Costos Netos / Venta
  • Profit (calculated)
  • Validez de Tarifa

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Estado y Control

  • Fecha de Cierre
  • Observaciones
Row background color matches quotation status for quick visual scanning:
  • Green: Ganada
  • Red: Perdida
  • Amber: Pendiente
  • Blue: Pend A/C
  • Pink: En cotizacion

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Email Preview & PDF Export

For quotations with status Ganada (Won), click Ver cotizacion to:
  1. Preview formatted quotation email in modal dialog
  2. Seleccionar todo: Select entire email content
  3. Copiar: Copy HTML-formatted content to clipboard (preserves formatting)
  4. Descargar PDF: Open print dialog to save as PDF
The email preview includes:
  • Quote number and date
  • Client information
  • Freight type and route
  • Pricing breakdown
  • Validity period
  • Terms and conditions

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Data Model Reference

Key fields from quotations table (src/db/schema.ts:68-126): 
quotations {
  id: integer (PK)
  quote_number: text (unique, format: COT-YYMM-NNNN)
  date: text
  impo_expo: "IMPO" | "EXPO"
  load_type: "FCL" | "LCL"
  client_id: integer (FK → clients)
  origin_id: integer (FK → locations)
  via_id: integer (FK → locations)
  kgs: real
  billable_cbm: real
  actual_cbm: real
  currency: "USD" | "EUR" | "ARS"
  freight_net: real
  freight_sale: real
  status: "SI" | "NO" | "PEND" | "ENCOTIZACION" | "PEND A/C"
  profit: real (calculated)
  user_id: integer (FK → users)
  week: integer (derived from date)
  year: integer (derived from date)
}

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API Endpoints

  • GET /api/cotizaciones - List quotations with filters
  • GET /api/cotizaciones/next-nro - Get next quote number
  • POST /api/cotizaciones - Create new quotation
  • GET /api/cotizaciones/[id] - Get quotation details
  • PUT /api/cotizaciones/[id] - Update quotation
  • DELETE /api/cotizaciones/[id] - Delete quotation
Source: src/app/api/cotizaciones/route.ts

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