Get a Quotation Reference Number

introduction in this guide, you will learn a quick and efficient way to generate quotation reference numbers that can be easily copied and used for email communication this process enables efficient communication with clients and service providers, especially during fast paced shipment operations conditions you need to provide the system with basic shipment information e g (type of operation, type of transport, incoterm) the client must exist in the database as a prospective or existing client to learn how to register a lead, click here guided steps what i learned recently created quotations fall in the "new requests" grid with their respective quotation reference numbers if a quotation has more than one mode of transport, the "mode" field can be left blank or filled in with either of the modes by right clicking on the quotation you can copy the quotation reference number from the context menu