Ocean & Air

Ocean Export – New Rate Quote

Build an ocean export quotation step by step.

New Rate Quote is the form behind the blue New Rate Quote button on the Rate Quote List. It walks through eight steps — Customer Info, Quote Details, Container & Commodity, Trucker, Routing, Charges, Remarks & Notes and Clause — and saves as a quotation (RQE…) you can send to the customer.

Open in Info-X

The screen

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What each number means

1
Rate Quotation
The quotation workspace — you are creating a new ocean export quote.
2
New Rate Quote badge
Marks this as a brand-new quote; the quote number is assigned when you save.
3
Back
Returns to the Rate Quote List without saving.
4
AI Tips
AI pricing and charge suggestions while you fill the form.
5
Save Quote
Saves the quotation. Required (*) fields must be filled first.
6
8-step progress bar
Customer Info → Quote Details → Container & Commodity → Trucker → Routing → Charges → Remarks & Notes → Clause. Click a step to jump to it.
7
Customer Information
Card 1 — who the quote is for. The chevron collapses the card.
8
Customer *
Type to search your customer list; picking one can auto-fill email, contact, phone and address.
9
Email
Customer contact e-mail — the quote is sent here.
10
Contact
Name of the person at the customer.
11
Sales Person *
The owner of this deal, picked from your sales team.
12
Phone
Customer phone number.
13
Address *
Full customer address, printed on the quotation.
14
Customer Ref #
The customer's own reference for this enquiry.
15
Quote Details
Card 2 — the commercial and carrier settings of the quote.
16
Quote No.
Empty (–) until you save; Info-X then assigns the RQE number.
17
Quoted By
The user creating the quote (devops here).
18
Office Type *
The branch issuing the quote, e.g. New York.
19
Hide Carrier Name
Hides the carrier on the customer-facing copy of the quote.
20
Mark NRA RQ
Flags the quote as a non-revenue / NRA quotation.
21
Lock Quote
Freezes the quote so it cannot be edited after sending.
22
Effective Date *
First day the rates are valid (05 Nov 2026 here).
23
Expiry Date *
Last day the rates are valid (05 Dec 2026 here).
24
Shipping Type *
FCL, LCL or Break Bulk — decides the container fields and rate basis.
25
Cargo Ready Date
When the cargo will be ready for pickup.
26
Transport Type
OCEAN, AIR or TRUCK — this form is the ocean one.
27
Inco Term
Incoterm (FOB, CIF, DDP…) that says who pays what.
28
Carrier *
Type to search the carrier you are quoting with.
29
Carrier Contact / R/Q #
The carrier's own quote reference for this rate.
30
Carrier Notes
Internal note about the carrier's offer.
31
Single / Multi Carrier
Single = one carrier's rates; Multi = compare several carriers on one quote.
32
Container & Commodity
Card 3 — what you are shipping.
33
Commodity *
The goods being moved; search by name or Schedule B code.
34
Hazardous No / Yes
Mark Yes for dangerous goods so hazardous charges and clauses apply.
35
Containers 1 / 3
You have added 1 of a maximum of 3 container lines.
36
Container type
20 STD, 40 HC, 45 DC, reefer, open top, flat rack, SOC, LCL/BB…
37
Add container type
Adds another container line (up to 3).
38
Trucker
Card 4 — the inland haulier for pickup and delivery.
39
Trucker search
Type to search your trucking vendor.
40
Free Time
Free hours or days included before trucker detention starts.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Part 2 — Routing & vessel

The lane: move types, ports, delivery places and the sailing you will quote.

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What each number means

1
Routing Information
Card 5 — the lane: where the cargo starts and ends.
2
Carrier Move Type *
The carrier's service (PORT TO PORT, CY TO DOOR…) — the leg the carrier covers.
3
Our Move Type
The move type you are quoting the customer for.
4
Our place of Receipt
Where you take the cargo from.
5
Carrier place of Receipt
Where the carrier takes it from.
6
Port of Loading *
Origin port — search by name or UN/LOCODE.
7
Transhipment
Intermediate port if the voyage is not direct.
8
Port of Discharge *
Destination port.
9
Our Place of Delivery
Where you deliver the cargo.
10
Carrier Place of Delivery
Where the carrier delivers it.
11
Loading Location
The exact CY / CFS where the container is gated in.
12
Transit Time
Days in transit — feeds the ETA shown to the customer.
13
Vessel Schedule
Sailing options for this lane; 0 items until you search.
14
Vessel Information
The vessel / voyage you will quote, with ETD, ETA and transit time.
15
Get Vessel
Pulls matching sailings so you can pick one.
16
Vessel table
VESSEL · VOYAGE · C/O · ETD · ETA · TRANSIT TIME columns.
17
Cargo dimension (optional)
Volume and weight details used for LCL or break bulk.

Part 3 — Charges, remarks & clause

The price lines with profit and margin, the text printed on the quote, and the clauses you apply.

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What each number means

1
Carrier Charges
Card 6 — the price lines of the quote; 0 items until you add them.
2
Charge columns
DESCRIPTION · CURRENCY · ROE · BASIS · SELL · BUY · VENDOR · PAYMENT · MODE.
3
Add More Charges
Adds a charge row — ocean freight, THC, B/L fee, documentation…
4
Total row
Sell and buy totals per currency column.
5
Total Profit ($)
Sell minus buy per column — what this quote earns.
6
Total Margin (%)
Profit as a percentage of the sell total.
7
Remarks & Notes
Card 7 — the text printed on the quotation.
8
Customer Remarks
Visible to the customer on the quotation.
9
Internal Remarks
Only your team sees these.
10
Country Clause
Card 8 — country-specific terms for this trade.
11
Clause field
Type the clause text for this country.
12
Clause list
Standard clauses available — Import, Customs, Special, General and Standard remarks.
13
APPLY
Tick this to attach that clause to the quote.
14
Not Applied
Status of each clause; it becomes Applied once you tick it.
15
* Required fields must be filled
Validator note — any required field left empty blocks saving.
16
Back
Leaves the form without saving.
17
Save Quote
Saves the quotation and returns you to the Rate Quote List.

Key areas

Top bar & stepper

Back leaves without saving, AI Tips gives pricing advice, Save Quote stores the quotation. The numbered bar shows the eight steps and which ones are done.

Customer Information

Customer, email, contact, sales person, phone, address and the customer's own reference. Picking a customer fills the contact details.

Quote Details

Quote number (blank until saved), quoted by, office type, Hide Carrier Name / Mark NRA RQ / Lock Quote flags, effective and expiry dates, shipping type, transport type, Incoterm and carrier.

Container & Commodity, Trucker

Commodity, hazardous yes/no, up to three container lines (20 STD, 40 HC, reefer, open top, SOC…) and the trucking vendor with its free time.

Routing

Carrier and your move type, place of receipt, port of loading, transhipment, port of discharge, place of delivery, loading location, transit time, then vessel schedule via Get Vessel.

Charges, Remarks & Clause

Charge rows with sell / buy per currency, totals, profit and margin; customer and internal remarks; and standard clauses you tick to apply.

How to use it

1Open Rate Quote List and click New Rate Quote (it opens the quotation form).
2Step 1–2: pick the customer and sales person, then set office type, effective and expiry dates, shipping type and Incoterm.
3Step 3–4: add the commodity, mark hazardous if needed, choose container type(s) and the trucker.
4Step 5: set the move types, ports and delivery places, then Get Vessel to attach a sailing.
5Step 6: Add More Charges for every cost line and check Total Profit and Total Margin.
6Step 7–8: write customer and internal remarks, tick the clauses to apply, then Save Quote.

Tips

Fields marked * must be filled before Save Quote will accept the quotation.
Use Multi Carrier to quote several carriers on one quotation instead of making separate quotes.
Lock Quote before sending if you don't want the rates changed later.