SDS Quotation Builder v15.0 Enterprise Edition

1) Quotation Header

Customer Name

Quotation No. (Auto)

Sales PIC

Alias: Pan / Ton / Helen / Jakky / Liu / Ter / Chanon / Kannika. For Non, select from suggestion list.

Branch Name (Required for Thunyathorn Sitthai)

Quotation Currency

Mode

Direction

Incoterm

Validity

Route Summary: Origin Place / POL

Route Summary: POD / Destination Place

Commodity

Default Unit

Target Minimum GP %

Quote Display Option

Volume Description

v11.5 Route Builder / Smart Location Auto Fill

Origin Country

Origin City / Pickup Place

POL / Airport of Departure

Destination Country

Destination City / Delivery Place

POD / Airport of Arrival

Trade Lane: -

2) FX Master Table

FX Source

FX Effective Date

FX Buffer %

FX Remark

Manual Preset

Real-Time FX

Offline Cache

Quotation Currency is controlled from Section 1 only. Real-time FX requires internet and updates only when user clicks the button. If offline, current/manual rates remain active or use the last saved FX cache.
FX Status: Ready

THB

Thai Baht base

USD

US Dollar

EUR

Euro

CNY

Chinese Yuan

JPY

Japanese Yen

KRW

Korean Won

VND

Vietnamese Dong

INR

Indian Rupee

Other

Manual currency

3) Carrier / Airline / Schedule Information

Carrier / Airline	Service / Flight / Vessel	Transit Time	Transshipment	TS Port / Airport	ETD	ETA	Frequency	Action

4) Charge Item Builder

Smart Unit Auto Fill Guide

Ocean FCL20GP, 40GP, 40HC, CNTR, TEU, FEU, BL

Ocean LCLCBM, RT, W/M, Shipment, BL, Pallet

Air FreightChargeable KG, Gross KG, AWB, HAWB, MAWB

CustomsEntry, Declaration, Shipment, Invoice, Permit

TransportTrip, Truck, Container, Route, Day, Hour

WarehousePallet, CBM, SQM, Storage Day, Storage Month, Bin

ExpressKG, Shipment, AWB, Package, Parcel, Carton

Other ChargesJob, Lot, Set, Case, Document, Certificate

v15.0 Smart Charge Template Library

Template Type

Add Template

Replace Current Items

Undo / Redo

Smart Search in Charge Items

Revenue / Cost / GP summary will refresh after calculation.

v11.4 Commercial Control

Round Rule Library

Auto GP Target

Custom GP %

Action

SDS Standard: Freight/Trucking = Round Up 100, Local/Customs/Warehouse = Round Up 10, Documentation = Round Up 10. Hotfix: all sell rate rounding is always rounded up to protect GP.

Group	Charge Item	Description	LSP/Carrier Name	Unit	Volume	CCY	AP / Unit	GP%	Sell / Unit	AP in Quote CCY	Sell in Quote CCY	Action

Upload Filled Excel

LSP/Carrier Name links each AP rate to the payable vendor for Billing. All charge lines are customer-facing unless quote display option is changed. AP / GP remains internal only.

5) Scope & Remarks

Included Scope

Remarks / Exclusions

Billing Instruction / Internal Note

SDS QUOTATION & P&L BUILDER v14.4 Clean Stable

1) Quotation Header

2) FX Master Table

3) Carrier / Airline / Schedule Information

4) Charge Item Builder

5) Scope & Remarks

6) P&L Review Before Quotation Ready

7) P&L by Charge Item with Total Result

8) Output Prompt