Rate Requests (Quotes to Agents)

Rate Requests received from other agents can be quoted and tracked using the Quotes to Agents window in the Sales menu in Moveware.  On some databases, this screen is referred to as the Rate Requests screen and is in the International menu.

The high volume of rate requests received means that they are stored separately to the main jobs. However, the Quotes to Agents information can be converted into a booked Job if a rate or booking is accepted.


How to View and Modify Rate Requests

Quotes to Agents can be viewed or modified by highlighting a request and navigating to the Details, Diary or Costing tabs. New Rate Requests can be added from the Details tab.  Dates and events for a Rate Request are tracked in the Diary tab.  These include events such as when the request was received, when the quote was sent and any subsequent follow up dates.  The Costing tab is used to calculate a Sell Price for a Rate Request based on a set of predetermined cost elements and rates.

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