MoversSuite provides a standard quote report which can be used to generate printable quotes to be delivered to a shipper.  In addition, custom reports and letters can be accessed and generated through Reports/Letters button found directly within the Quote tab.

 

Figure 19: Reports/Letters button

 

Users wishing to design their own custom reports and bookmark documents to be used through this button will need to refer to the Reports topic for more information.  These documents must be defined with a System ID of “QUOT” (in Reports setup) in order to be available within the Reports/Letters button.

 

Viewing Quote Reports and Letters

1.   In MoversSuite,

2.   Open the Quote tab of a selected order record,

3.   Select a quote from the list available within the quote selector box,

4.   Press the Reports/Letters button,

5.   Select from the options presented within the Reports or Letters menu.  Once a selection is made, either the Report Viewer or a Microsoft Word window will open with the contents of the desired output.

 

The standard quote report (Figure 18) provided by MoversSuite will display data for the active quote record, including the quote number.