Extract what is known
Keep the origin, destination, volume and intended shipping time.
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Quotation intake
Fewer follow-ups start with a clearer enquiry.
“Singapore to Sydney, 2 cubic metres, next week.” The route, volume and timing are there, but sales still needs more. Separate known details from missing fields before preparing a quotation.
01WORKFLOW
How to organise an incomplete enquiry
List missing fields
Use the quotation template to ask about cargo, weight, packing, addresses and service requirements.
Prepare the enquiry record
Distinguish confirmed, estimated and unconfirmed fields, keeping the original message.
Sales checks the price
Review valid rates, surcharges and terms before sending the quotation.
02WHAT TO PREPARE
Use the quotation template you already have.
Fields and units
Separate cubic metres, kilograms, pieces and dimensions; flag conflicting figures.
Rate sources
A price draft needs an approved rate table, validity and applicable conditions.
WHERE A PERSON DECIDES
Prepare the details; leave margin decisions to sales.
Discounts, special cargo, liability terms and shipping commitments need approval. Without a reliable rate source, start with enquiry preparation.
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