Access the system where you intend to create a SPOT quotation. It is important to note that each client has an exclusive environment, which means that all records and information generated in this space are confidential and private.
In the left-side menu, click on "Quotations" under the "Management" section.
Then click on "Create Quote Request" and select the "Ocean LCL" modal.
Ocean Freight LCL: The cargo will be consolidated with other shipments inside the same container, occupying only a fraction of the space. This option is ideal for smaller volumes and allows for a more affordable cost, although the transit time may be longer.
After clicking, you will be taken to the creation form page, where several questions must be answered.
Note that required fields will have a red * next to them, except for those that are mandatory by market rule (for example: filling at least one origin and one destination). However, we recommend filling in as much information as possible to facilitate the logistics provider’s response.
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Business Units: Select the business unit to which this quotation belongs. To better understand this feature, access the tutorial.
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Your Reference: Provide a reference for the quotation. It can be a PO, a code from another system, etc. This field will be used solely to identify the quotation.
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Mode: Select whether the quotation is for import, export, or domestic transportation (for example, cabotage).
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Incoterm: According to the selected mode, choose the route’s incoterm.
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Estimated Cargo Readiness: Select the date when the cargo will be ready to begin transportation.
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Pickup: Depending on the incoterm, click “Pickup” and search for the address where the cargo will be collected. This field is automatically connected to Google Maps for a more efficient search.
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Port of Origin: Depending on the incoterm and mode, select the port or airport of origin.
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Port of Destination: Depending on the incoterm and mode, select the port or airport of destination.
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Delivery: Depending on the incoterm, select the delivery address.
Cargo Details
Enter your Packing List in this field. For LCL shipments, there are two ways to fill it out:
Click the “Cargo Details” button and enter the dimensions of each item. The system will automatically calculate the total cubic meters (m³) and gross weight.
Fill in the fields outside the “Cargo Details” button directly with the cargo totals, avoiding item-by-item entry.
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Cargo Value: Add the cargo value. This information is important because if the logistics provider adds any fee calculated as “% over cargo value,” the system will automatically perform the calculation.
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Cargo Description: Add a description of the cargo to complement the information for the logistics provider.
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NCM: If possible, add the NCM. If there is more than one, separate them with commas.
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Cargo Type: Select the type of cargo. Attention: when dangerous or perishable cargo is selected, additional fields will appear. In “DG UN Quantity”, enter the quantity of DG cargo that will be shipped, and “Additional Details” is a field to describe the cargo information.
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Supplier Groups: Add a supplier group to this quotation. If you do not know how to register or verify these groups, check the tutorial.
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Suppliers: If you do not want to add a group, add suppliers one by one in this field.
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Time Zone: Select your time zone. It will be converted to the time zone of other suppliers who have a different one registered.
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Deadline: Select the final submission deadline for logistics providers. Since support hours are until 18:00, we suggest setting a time before that, such as 16:00 or 17:00. This allows the supplier to contact support if they have any questions and gives the support team time to assist.
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Required Validity for Quotation: Indicate the desired validity period for the logistics providers’ prices. Attention: this field does not prevent the provider from entering a shorter validity; it only serves as guidance.
Additional Services
Customs Clearance: Refers to the process of releasing cargo through customs, both for exports and imports. It includes preparing and submitting documents, paying duties (when applicable), and complying with legal requirements for the cargo to enter or leave the country. Select this option if you want the logistics provider to handle this process.
International Insurance: Cargo insurance service during international transportation, covering losses, damage, or misplacement caused by events such as shipwreck, theft, or improper handling. Select this option if you want the logistics provider to handle this process.
Letter of Credit Management: Refers to support in managing and complying with the terms of a Letter of Credit (LC), a highly formal and secure international payment method issued by banks for companies. Select this option if you want to inform the supplier that you have a letter of credit, as an additional fee may apply due to the higher level of document accuracy required.
Storage: A service that provides space to temporarily store cargo in warehouses (before shipment or after arrival). Select this option if you want the logistics provider to handle this process.
Other: If there is another fee that must be mandatorily informed by the logistics provider, activate this option and enter the name of the fee. When filling out the quotation, an additional line will appear with the name of the fee, and it will be mandatory to fill it in.
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Cc User Group: If you have registered user groups within your company and want them copied in the quotation, add them in this field.
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Cc: If you do not have a registered user group, select the users individually to be copied.
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Attachments: Add quotation attachments.
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Notes: Add any important information in the notes. These notes will appear in the notification email sent to the logistics provider and during the quotation filling process in the system.
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Automated Emails: Edit, if necessary, the thank-you message sent to rejected logistics providers and the approval message for the selected provider.
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Quotation Remarks: In quotation remarks, add the general terms and conditions for this shipment.