Quotes
Overview
Manage all components for cost and revenue estimates.
Quotes are detailed estimates that outline the terms and logistics for transporting goods from one location to another. For customers, this represents revenue, and for partner carriers, it represents the cost. Rose Rocket has the functionality for managing all components of quotes as the first object in the end-to-end quote-to-cash lifecycle.
Depending on your organization, quotes act as revenue or costs. This relationship highlights the organizational role in your Rose Rocket workflow.
- Customer quotes for shippers, partner, and brokers - Revenue coming in
- Partner quotes for brokers - Cost of business
API configuration
When using the API to make requests, see the pages below for the process. These guides walk through the requirements and setup to access the Rose Rocket API with your application.
- Authentication - Access Rose Rocket with OAuth 2.0
- Object operations - Configure your requests
Object structure
Use the table below for information about the quote objects.
| Field | Label | Type | Description |
|---|---|---|---|
id | ID | string | Global unique identifier for record |
fullID | Full ID | string | User visible ID record |
status | Status | string, enumerated | Quote status, valid values:new, sent, won, lost |
reasonLost | Reason lost | string | Reason for quote marked as Lost |
quoteType | Quote type | string, enumerated | Type of quote, valid values:partner, customer |
customer | Customer | Customer connected object *See Connected object section | Customer for quote Value can be shippers, receivers, brokers, or other organizations within supply chain |
csrs | Customer service representative | User connected object array *See Connected object section | Customer Service Representative of company on quote |
partner | Partner | Partner connected object *See Connected object section | Partner assigned to quote Populated if a single partner is assigned to entire quote, can be null |
tags | Tags | Tag connected object array *See Connected object section | Tags associated with quote |
poNum | Purchase order number | string | Recipient provided value for reference |
refNum | Reference number | string | General purpose field to store reference ID values from other systems |
loadTenderNum | Load tender number | string | Reference number for a load provided by the shipper, carrier referencing for a BOL or order |
totalMiles | Total miles | string | Total miles for quote, calculated from stops addresses using API map provider polyline distance calculations |
estimatedDuration | Estimated duration | string | Total estimated time from origin to destination in seconds |
notes | Notes | string | Total miles for quote, calculated from the stops addresses using API map provider polyline distance calculation |
tasks | Tasks | Task connected object array *See Connected object section | Work to fulfill contract or win quote to be completed by assignee NOTE: Tasks group together to form legs and other types of groups to be completed together. Tasks carry financial items for more granular allocation. |
quotes | Quotes | Quote connected object array *See Connected object section | Models various relationship types between quotes for buy and sell See Quotes overview section for more |
selectedBuyQuote | Selected partner quote | Quote connected object *See Connected object section | User association between buy quote to be marked as selected for sell quote |
parentSellQuote | Parent customer quote | Quote connected object *See Connected object section | Reverse of selectedBuyQuote field, association between sell quote to be marked for buy quote |
shipper | First pickup address | Address connected object *See Connected object section | Origin of load as first pickup |
consignee | Last delivery address | Address connected object *See Connected object section | Destination of load as last delivery, populates last destination stop through ECAs when set |
lineItems | Financial line items | FinancialLineItem connected object array *See Connected object section | Quote line items to model various charge types |
requestedPickupWindow | Requested pickup | string | Date range window of customer requests for load pickup |
requestedDeliveryWindow | Requested delivery | string | Date range window of customer request for load delivery |
order | Order | Order connected object *See Connected object section | Field populated when sell quote is converted to order |
orderFromBuyQuotes | Order | string | Field populated when buy quote is connected to order |
documents | Documents | Document connected object array *See Connected object section | Quote associated documents |
assetType | Asset type | AssetType connected object *See Connected object section | Quote required asset type |
serviceType | partner service | PartnerService connected object *See Connected object section | Quote required partner type |
Quotes object behavior
The quotes object contains many functions of buy and sell relationships. See the list below for more on multiple quotes and their connections.
- Single sell quote -> multiple buy quotes
- Broker produces a single sell quote to shipper, then procures multiple buy quotes from carriers
- Multiple sell quotes -> single buy quote
- Shipper quotes fulfilled by single carrier
- Quote selected for order -> Connected to that order
Updated 4 months ago