As a freight forwarder, I want to be able to set up a minimum margin for each transport mode, that applies when the actual margin for an offer is lower than this.
Add a reminder option in the shipment section of Qwyk
We have a few shipments getting booked via the portal and we are using the shipment section, however the operators need to double/triple checking every shipment everyday. We would like a notification/reminder button that we could set a date/time t...
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.
Ability to add a disclaimer by mode, i.e. air disclaimer or ocean disclaim
Disclaimers for different modes have different requirements. Would like to be able to create a disclaimer for air shipments and ocean shipments (FCL/LCL) and automatically append based on mode selected during quote.