Working with the Client Quote Summary

The Client Quote Summary screen allows you to view 3PL shipments by state. From the Client Quote Summary screen, you can access a Shipment State report for all 3PL shipments in a state, view details of 3PL shipments and movements, attach documents, apply actions, or export the search results to an Excel spreadsheet.

Complete the following steps to view the Client Quote Summary:

1. L og in to the ONE system.

2. Click Menu/Favs > Transportation > Client Quote Summary.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Client Quote Summary screen displays.
   
   

   

   
   
   

3. Click the Filters (edit) link to limit the shipments shown in the Client Quote Summary.
   A list of filter fields displays.
   
   

   

   
   
   

4. Use the picker tool to select values for the Ship From Site and Ship To Site fields.

5. Select a value from the dropdown list for the Show States with Zero Count field.

6. Click the Search link.
   The search results display.

7. To view details of a 3PL shipment by state, click a Count link.
   A Shipment State report appears in a new tab showing all 3PL shipments in the selected state. For more information, see the "Working with Shipment State Reports" section of Online Help.

8. Click the Export to CSV button to export the report to a CSV file.