Ocean & Air

Ocean Import – Rate Quote List

Ocean import rate quotes.

Import Rate Quote Management lets you create, track and convert import quotations, with the same KPI tiles and quote cards as export.

Open in Info-X

The screen

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What each number means

  1. 1
    Import Rate Quote Management

    Page title and description.

  2. 2
    New Import Shipment

    Jumps to the related list.

  3. 3
    New Import Rate Quote

    Creates a new record.

  4. 4
    List / grid view

    Switch between list and card layout.

  5. 5
    Total Quotes — 35

    All import quotes.

  6. 6
    Active — 10

    Ready to convert.

  7. 7
    Expired — 25

    Need renewal.

  8. 8
    Conversion Rate — 0%

    Quotes converted to bookings.

  9. 9
    AI Insight

    AI tip based on your quotes, e.g. which ones to follow up.

  10. 10
    View Details

    Opens the full AI analysis.

  11. 11
    Search

    Search by quote ID, customer, POL or POD.

  12. 12
    All / Active / Expired

    Quick status filter.

  13. 13
    More Filters

    Extra filters such as date, carrier and salesperson.

  14. 14
    Sort

    Most Recent, Expiry Date or Customer Name; the arrow flips the order.

  15. 15
    Showing 10 of 34 quotes

    Number of records shown versus total.

  16. 16
    Quote no. — RQI100034

    Status Active · PENDING, lane CNSHA → USLGB.

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

Key areas

1

Header buttons

New Import Shipment and New Import Rate Quote.

2

KPI tiles

Total Quotes, Active, Expired and Conversion Rate.

3

Quote cards

Quote no. (e.g. RQI100034), status, POL → POD and move type.

How to use it

  1. 1Open it from the left menu.
  2. 2Use the search box or the All / Active / Expired chips to find a quote.
  3. 3Use More / Advanced Filters and Most Recent to narrow and sort.
  4. 4Click the reference number or Open to see the full record.