Please calculate the margin within the Hub like this: (sell rate-buy rate)/buy rate and not as a ratio of the selling rate. 15$ markup on a buy rate of 100$ should result in 15% margin and not 13.04%.
General Description: Customers would like to download the quote format in an excel format. With the understanding that the integrity of the quote will be lost, customers would still like the opportunity to do that. Current Behavior: There is no wa...
Surcharge Mgr - Enter Multiple Contract #'s in One Row of Upload Doc
Customers have the same Surcharge that they would like to apply to several different contracts. Rather than entering them in row by row, they'd like to enter all contracts that the Surcharge should apply to in the one field of the one row. Perhaps...
Margin Management - Per Container Margin and Tiered Margin
General Description Give user ability to add different margins by container size and/or type as well as tiers Current Functionality This functionality doesn't exist Future Proposal Create new functionality for Margin control that allows for size /...
Org level Grid Customizations instead of at the User level. Org Settings Grid Setting at Org level set by Admin Account only When checked, disable gear icon in all grids
Bypass the option for Step 2 (Recipient selection) in sending the quote. This is ideal for client who do not use the RMS to send quotation to their customer. So they can just select the Customer and proceed with the quoting process. And they can j...
When adding new charges to a quote there is a much more limited choice of rate basis available to choose from compared to when creating a spot quote or uploading a self-serve contract? Is there any plans to update this so you can have all the opti...
When you edit a quotation, it seems that the customer doesn’t get a notification by mail or at the notification tab. Furthermore the updated quote could be at the top of the quotation list.
When you close manually a quotation, it would be great to add a reason, why the quote was closed. For example, "Tariff was too high", "Customer closed with other FFWW". This permits a further analyze of the quotations at the sales radar.