Submitting a Shipping Quote

The following policy outlines the steps necessary for submitting a request for a ship quote to the Shipping Dept.,  including the steps for the ship quote to be returned to the requesting party.

To submit a ship quote request to the Shipping Dept.:

1. Create a Sales Order or Quote in Netsuite, complete with all items and shipping address entered.  Note: If you have created a Sales Order, please ensure it is in “Pending Approval” status, with the “Action Needed” check box checked.
2. In the memo field write: Awaiting Ship Quote.
3. Click Save to save the order.
4. Click the “Email” button.
5. On the email pop up window, change the recipient email address to [email protected]
6. On the Message subtab, select template:   Ship Quote Request – INTERNAL ONLY
7. Click Merge and Send.

The email will have a link the SO or QUOTE for the Shipping Dept. to access the record directly.

Returning a ship quote request to the requesting party:

The Shipping Dept. will receive an email requesting a ship quote.  They will follow theses steps to complete the quote process:

1. Open the link in the ship quote request email.
2. Calculate shipping using third party or internal ship quote processes.
3. Once a quote has been obtained, go to the shipping subtab of the SO.
4. Enter the Shipping Method, Carrier, and total ship quote cost.
5. Remove “Awaiting Ship Quote” from memo line.
6. Click Save.
7. Click the “Email” button.
8. On the email pop up window, change the recipient email address to the email of rep name on the SO or Quote record.
9. On the Message subtab, select template:   Ship Quote Complete – INTERNAL ONLY
10. Click Merge and Send.

The requesting party will now receive an email with a direct link to the completed Quote or SO, which now includes all shipping costs for review.