Create a Multi-Lane Customer Quote

Use this workflow when one customer quote should show several lane options or lane charges on the same PDF. Each quoted lane is entered as a separate row in the Commodities and Accessorials table, and the quote pulls those rows into one total. After the customer accepts a lane, create or update the actual load your team will dispatch and bill.

Set Up a Lane Type (once)

Skip this if your company already has a Commodity or Accessorial Type for lane rows.

1. Go to All Loads >> Commodity Type and click Add New.
2. Enter a short code such as LANE and a clear description, such as Quoted lane.
3. Set the type to Commodity or the customer-facing type your company uses for quote lines.
4. Make sure the type is Active. Do not select Hide on Customer Invoice if the lane line should print on the quote.
5. Save the type.

For more detail, see All Loads >> Commodity Type Overview.

Create the Quote Load

1. Create a new load and select the customer or payer.
2. Set the load status to Quote.
3. Enter the pickup and delivery information for the quote header. For several lane options, use the first pickup and final delivery or another representative lane.
4. Enter 0.00 for the main customer flat rate and customer miles charge, because all lane pricing goes in the Commodities and Accessorials table.
5. Save the load.

Enter Each Lane

1. Open the saved quote load and scroll to the Commodities and Accessorials table.
2. Add one row for each lane.
3. In Qty, enter the number of miles, or 1 to quote the lane as a flat amount.
4. In Type, select the lane type, such as LANE.
5. In Description, enter what the customer should see, such as origin, destination, mileage, equipment, or a lane note.
6. In Customer Rate, enter the rate for the row (the rate per mile, or the total lane amount if Qty is 1).
7. Check the calculated Customer Charges, then save the load.

Open or Email the Quote

1. Click the customer Quote button on the load.
2. Review the PDF: each lane should show the correct description and amount, and the total should be correct.
3. Use the email option beside the quote button to send it from Load Manager.

If the quote includes a deposit or partial payment, enter it as a separate Payment Advance row so the quote shows the remaining balance due.

Troubleshooting

• A lane does not appear on the quote: Check that the row has a customer amount or weight and that the type is not hidden from the customer invoice.
• The quote total is too high: The main customer flat rate or miles charge may still be filled in while the same amounts are also entered as lane rows.
• The row amount is wrong: Review Qty, Customer Rate, and Customer Charges.
• The quote email wording is wrong: Review the default customer quote email subject and body in Settings >> Configuration Options.

Related Articles

• Customer Invoice and Quote Layout
• Show a Partial Customer Payment on an Invoice or Quote