Create a Quote Request

A quote request is the starting point for pricing a shipment in OFreight. It captures routing, cargo, and handling requirements so your team can respond quickly with accurate rates.

Before you start

Have these details ready to avoid back-and-forth:

  • Customer name (and Sales Rep if your team uses ownership)
  • Origin and destination (ports, airports, or addresses)
  • Commodity details and any hazardous classification
  • Expected shipping window
  • Any documents that help pricing (MSDS, packing list, photos)

Selecting a Sales Rep filters the available customers. Choose the Sales Rep first, then pick the Customer.

Step-by-step

  1. Go to Sales > Quote Requests and select New.
  2. Complete Shipment Information (transport type, route, customer, enquiry type).
  3. Fill out Carriage, Commodity, and (if required) Container/Truck details.
  4. Add Additional Information and upload documents.
  5. Choose Collaborators so the right people are notified.
  6. Click Submit Quote Request or Generate Booking.

Shipment information

This section sets the direction and scope of your request.

  • Transport Type: Sea, Air, Truck, or Other.
  • Shipment Type (Containerization):
    • Sea: FCL or LCL
    • Truck: FTL or LTL
    • Air: no containerization options
  • Route:
    • Sea/Air: Direct, Transshipment, Cross Stuff
    • Truck: Direct, Transshipment
  • Sales Rep: The owner of the request.
  • Customer: Required for new or duplicated quote requests.
  • Enquiry Type:
    • Ready To Ship for firm demand
    • Indication when the customer is still comparing options

Why this matters

Transport type and route control what fields appear next. If you change them later, OFreight may reset fields to keep the data consistent.

Carriage details

Carriage defines the movement from origin to destination.

Common patterns:

  • Need Pre-Carriage adds Place of Receipt (pickup location before the main leg).
  • Need Post-Carriage adds Place of Delivery (final delivery location after the main leg).
  • Route = Transshipment/Cross Stuff requires a Cross Stuffing/Transshipment Location.

Sea and Air use port/airport search fields for POL (origin) and POD (destination). Truck uses full addresses.

Commodity details

This section describes what is being shipped. It drives pricing and compliance.

  • Commodity Name is required for all shipment types.
  • Dangerous Cargo adds mandatory classification fields:
    • Sea: IMO Classification + UN Number
    • Air: IATA DGR Class + UN Number
    • Truck: DG Class + UN Number

If your shipment is LCL (Sea) or LTL (Truck), OFreight will also ask for:

  • Number of packages
  • Total weight (KG)
  • Total volume (CBM)
  • Chargeable weight (KG)

Rate Idea is optional and helps your team understand the customer�s price expectations.

Container or truck details

This section appears only when the transport type requires it.

Sea FCL

  • No of Containers (required)
  • Container Type (required)
  • Weight per container (optional)

Some container types require extra details:

  • Temperature/Humidity/Ventilation for temperature-controlled containers
  • Length/Height/Width for oversized containers

Truck FTL

  • No of Trucks (required)
  • Weight per truck (optional)

Additional info and documents

Use this section to include context that affects rates or scheduling.

  • Internal Reference Number (optional)
  • Free Time at POL/POD (Sea only)
  • Expected Departure Date (if known)
  • Special Requirements (e.g., �stacking not allowed�)
  • Documents (multiple file upload)

Collaborators

Add visibility so the right people can respond quickly.

  • Teams: selecting a team adds its members automatically.
  • Colleagues: add individuals for visibility or support.

Submit or generate booking

  • Submit Quote Request creates the request for pricing.
  • Generate Booking creates a booking immediately based on the details provided.

Tips and troubleshooting

  • Fields disappeared after a change: This is expected when switching transport type or route. Re-enter the affected fields.
  • Customer list is empty: Select a Sales Rep first. The customer list is filtered by rep ownership.
  • Dangerous cargo prompts: If you marked dangerous cargo, add the required classification and UN number.
  • Port/airport not found: Try searching by code, city, or full name.
  • Still not sure? Add a note in Special Requirements so your pricing team can follow up.

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