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This guide walks you through creating a new freight quotation from start to finish. The quotation form captures all details needed to price maritime and air freight services.

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Before You Begin

Make sure you have:
  • Client information (the client must exist in the system)
  • Origin and destination details
  • Cargo specifications (weight, volume, dimensions)
  • Freight rates or access to pricing tables
Quotations are automatically numbered using the format COT-YYMM-NNNN where YY is the year, MM is the month, and NNNN is a sequential number. The system previews the next available number when you open the form.

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Creating a New Quotation

1

Navigate to the quotations page

From the sidebar, click Cotizaciones. Then click the Nueva Cotización button in the top right.
2

Fill in basic information

The form opens with default values. Start by updating:Fecha - Quotation date (defaults to today)Hora - Time (defaults to current time)Comercial - Sales representative
  • For Comercial/Operaciones roles: This is pre-filled with your name and cannot be changed
  • For admin roles: Select the sales representative who will own this quotation
The quotation number preview appears at the top showing the next available number (e.g., COT-2603-0045).
3

Select the operation type

Under the Operación section:Impo / Expo - Select:
  • IMPO - Import operation
  • EXPO - Export operation
Tipo - Service type:
  • MARITIMO - Sea freight
  • AEREO - Air freight
FCL / LCL - Load type:
  • FCL - Full Container Load (20’, 40’, 40’HQ)
  • LCL - Less than Container Load (consolidated)
Cond. Venta - Sale condition:
  • FOB - Free on Board
  • FCA - Free Carrier
  • EXW - Ex Works
  • CIF - Cost Insurance Freight
  • CFR - Cost and Freight
  • DDP - Delivered Duty Paid
4

Select client and route

Cliente FFWW - Select the freight forwarder or direct client
  • Start typing to search by company name
  • Click the magnifying glass to create a new client if needed
When you select a client with an existing commercial agreement, the system automatically loads agreement terms and displays them in the “Gastos en Depósito Fiscal” section below.
Cliente Final (Optional) - Select the end customer if different from the FFWW clientOrigen - Port or city of originVía - Destination port or city
5

Enter cargo details

In the Carga section:KGS - Total weight in kilograms (required)CBM Facturables - Billable cubic meters (optional - for invoicing reference)CBM Reales - Actual cubic meters (required)
When you enter CBM Reales for an LCL shipment, the system automatically suggests a freight rate from the base port tariff table if available. You’ll see a hint below the Flete Neto field showing the suggested rate.
Detalle - Cargo description (e.g., “Auto parts - cartons”)IMO - Dangerous goods:
  • NO - General cargo
  • SI - IMO/Dangerous goods
Apilable - Stackable:
  • SI - Can be stacked
  • NO - Cannot be stacked
Domicilio de Retiro - Pickup address for FCA/EXW shipments (optional)
6

Enter pricing - Origin costs

In the Gastos de Origen section:Moneda - Select currency:
  • USD - US Dollars
  • EUR - Euros
  • ARS - Argentine Pesos
Gastos Origen Neto - Net origin costs (required for FCA/EXW sale conditions)Gastos Origen Venta - Sales price for origin costs
Origin costs are only required when the sale condition is FCA or EXW. For FOB and other conditions, these fields are optional.
7

Enter pricing - Freight costs

In the Flete section:Flete Neto - Net freight cost (required)
  • For LCL shipments with a Via selected, the system suggests a rate from the tariff table
  • You can override the suggestion with your actual negotiated rate
Tipo FN - Net freight type:
  • W/M - Weight or Measurement (whichever is greater)
  • Por Embarque - Flat rate per shipment
  • Por KG - Rate per kilogram
  • Por CBM - Rate per cubic meter
  • Por Contenedor - Rate per container
Flete Venta - Sales price for freight (optional)Tipo FV - Sales freight type (same options as Tipo FN)The system automatically calculates Ganancia (Profit) as:
Profit = (Flete Venta - Flete Neto) + (Gastos Origen Venta - Gastos Origen Neto)
8

Set quotation status

Cerrada - Quotation status:
  • ENCOTIZACION - In quotation (default for new quotes)
  • PEND - Pending client response
  • SI - Won/Confirmed
  • NO - Lost
  • PEND A/C - Pending approval
When you change status to SI, NO, or PEND A/C, the Fecha de Cierre (close date) automatically populates with today’s date. You can modify it if needed.Orden de Venta - Sales order number (optional - fill when status is SI)
9

Add additional information

Validez de Tarifa - Rate validity date (optional)Referencia - Reference number or text (optional)Observaciones - Internal notes (optional)
10

Review commercial agreement

If the selected client has a commercial agreement, review the Gastos en Depósito Fiscal section showing:
  • Deconsolidation rates (W/M, min, max)
  • AGP per ton
  • Document handling
  • Log fee, Doc fee, Freight certificate
  • Insurance percentage and minimum
  • BL emission
  • Payment terms
  • Other agreement terms
These values are read-only in the quotation form. To modify them, go to Maestros → Clientes and edit the client’s commercial agreement.
11

Save the quotation

Click the Guardar button in the sticky toolbar at the bottom of the form.The system validates required fields:
  • If any required field is empty, you’ll see an error message and the form will scroll to the first invalid field
  • If validation passes, the quotation is created and you’re redirected to the quotations list
The new quotation appears with its assigned quote number (e.g., COT-2603-0045).

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Field Validation

The following fields are required and will prevent saving if empty:
FieldSectionNotes
FechaBasic InformationQuotation date
ComercialBasic InformationAuto-filled for non-admin users
Cliente FFWWRutaClient selection
Impo / ExpoOperaciónImport or Export
TipoOperaciónService type
FCL / LCLOperaciónLoad type
Cond. VentaOperaciónSale condition
MonedaGastos de OrigenCurrency
ViaRutaDestination
CBM RealesCargaActual volume
KGSCargaWeight
ApilableCargaStackable yes/no
IMOCargaDangerous goods yes/no
Flete NetoFleteNet freight cost
Tipo FNFleteNet freight type
Gastos Origen NetoGastos de OrigenRequired only for FCA/EXW

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Auto-Suggestions

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Freight Rate Suggestion (LCL Only)

When creating an LCL quotation, the system suggests freight rates based on:
  1. Selected Vía (destination port)
  2. CBM Reales (actual volume)
Rate selection logic:
  • 0-3 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
The suggested rate appears:
  • New quotations: Auto-fills the Flete Neto field
  • Editing quotations: Shows as a hint below the field without overwriting your existing value

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Sales Representative Auto-Assignment

For admin users creating a quotation:
  • When you select a Cliente FFWW that has an assigned sales representative
  • The Comercial field automatically populates with that representative
  • You can change it if needed

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Close Date Auto-Fill

When you change the Cerrada status to SI, NO, or PEND A/C:
  • Fecha de Cierre automatically fills with today’s date
  • You can manually adjust the date if the actual close date was different
When you change back to ENCOTIZACION or PEND:
  • Fecha de Cierre clears to null

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Creating a Client During Quotation

If you need to quote for a new client that doesn’t exist yet:
1

Click create client

In the Cliente FFWW combobox, click the + Crear cliente option at the bottom.
2

Form is saved to session

Your current quotation data is automatically saved to browser session storage.
3

Navigate to client form

You’re redirected to Maestros → Clientes with the new client dialog open.
4

Create the client

Fill in the client details and click Crear registro.
5

Return to quotation

You’re automatically returned to the quotation form with:
  • All your previously entered data restored
  • The newly created client pre-selected in Cliente FFWW
This flow only works when creating a NEW quotation. When editing an existing quotation, use the back button to save changes first, then create the client separately.

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Tips for Faster Quotation Entry

Use keyboard shortcuts: Press Tab to move between fields quickly instead of clicking.
Set up pricing tables: Maintain up-to-date pricing in Maestros → Pricing Netos to get automatic rate suggestions for LCL shipments.
Create complete commercial agreements: When clients have detailed commercial agreements, you can reference them while completing the quotation without switching screens.
Duplicate similar quotes: Use the duplicate feature (covered in the next guide) to copy a previous quotation and modify only the differences.

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Next Steps

After creating a quotation:
  • Preview and send to client: Use the email preview feature to generate a PDF and send it
  • Track status: Update the Cerrada field as the quotation progresses through your sales pipeline
  • Duplicate for similar shipments: Create variations quickly using the duplicate feature
  • View analytics: Check your dashboard to see performance metrics

Related Guide

Learn how to create and manage clients, including setting up commercial agreements

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