How does the Zendeq app work for Freight forwarders
On this page we explain how the Zendeq App works, once you have a login. Are you not yet a Zendeq user? Please fill in this form.
Table of contents ▼
Update your company info and add users and sales profiles
To edit your company details, click settings in the top menu. Here you can edit all your company information, add users or add sales profiles.
1. Your company details
There are 3 tabs to update information about your company. On the Activities tab you can fill out the activities of your company. On the Contact Information tab you can fill in all contact information about your company. On the Billing Information you fill on your billing details.
You have to fill in this information only once before you can start using the Zendeq app.
2. Add users
If your company has multiple account managers or salespeople, you can add users here. Just simply click "add user" and fill in the details. You can link a user to a sales profile. How this is done will be explained in the next step. This allows you to ensure that the right request goes to the right employee.
3. Add sales profile
Adding sales profiles is essential to receive exactly the quote request you are looking for. Click on Sales Profile and then on Add Sales Profile. You can make as many sales profiles as you want. With filling in these details with care, you can make sure you only receive the inquiries relevant for your business and that they go to the right employee.
3.1 General information
Sales profile description: Here you can add a description so you can later recognize this profile. You can call it "Sea freight from Asia to the USA" for example or "Domestic road freight"
Profile manager: Here you can pick the user responsible for this Sales profile. He or she will receives alle the e-mails concerning this profile.
E-mail: In this field, if required, you can specify another mail address to which the mails will be sent.
Modality: Here you can choose the type of transport. Do you want to receive quotes for two (or more different) modalities? Don't worry, just make another sales profile.
Service category: Here you can pick your service category. This is currently not used as a filter for sending you inquiries.
Supported Sales Channels: Here you can pick the Sales Channels you support. This is currently not used as a filter for sending you inquiries.
Compliance & Certificates: Here you can pick the Sales Channels you support. This is currently not used as a filter for sending you inquiries.
Yes, we transport Dangerous / Hazardous Goods: Check this box if you want to receive quotes for the transportation of dangerous goods.
3.2 Packaging and transport lanes
Packaging types: Here you can pick what packaging types you can transport.
Vehicles available: Here you can pick what vehicles you have available. This is currently not used as a filter for sending you inquiries.
Transport lanes: Here you can add as many lanes as you want by simply clicking "Add Lane". Here you can fill in from where to where you can transport cargo. Are you shipping worldwide? Just simply add one lane From Worldwide to Worldwide. Let's say you ship from and to the USA. Add two lanes: 1) From Worldwide to Country United States of America, and 2) 1) From Country United States of America to Worldwide.
You can always come back and edit or add another sales profile.
Receive requests and send quotes
Once you've entered your company info and added your sales profile, it's time to find new customers and send some quotes. You will receive an e-mail when there is a new relevant quote request for you. Go to Request for Quotes. Here you can see your open quote request. Click on a request to see the details of this request.
The request for quote page
At the quote request page, you can see the Quote request details on the right. Based on these details you can submit a quote. Do you have any additional questions? Use the message board on the left to ask your questions. Click the big Submit a quote for this request button or scroll down to submit your proposal
> Send a quote
We recommend uploading a quote in your own format using the Documents Upload. This is not necessary however. To submit a quote you need to fill in:
The ETD: If you don't know the Expected Departure Date, give an estimate. You can communicate this in the chat.
The ETA: If you don't know the Expected Arrival Date yet, give an estimate. You can communicate this in the chat.
Offer Expiration Date: Here you pick the date until which your offer is valid.
Price (all-in): Here you can give the all-in price from your quote
After filling in the details click the Submit Proposal button.
After submitting the quote, you can find this inquiry under Submitted Quotes in the left menu.
Submitted quotes
You can always click "Submitted quotes" in the left menu to see all the quotes you have currently submitted. Here you can see your quotes and your price. You can click on every item to see your submission. Here you can always update your submission, withdraw your submission or use the chat to contact the client.
Once the shipper accepts your proposal, you can find this inquiry under shipments.
Shipments
On the Shipments page, you can find your active shipments. Once a shipper chooses to accept your offer, it gets the status booked here. Click on the entry to provide the actual Shipment Information. You can enter the actual Departure Date, Actual Arrival Date, the Transport Document Type, the Shipment ID, and a track and trace link. You can also upload the Transport documents here.
Once you've confirmed the shipment, the status is updated to Confirmed. The shipment is now underway. After the shipment is delivered, you can come back here to provide a Proof Of delivery (POD) and submit the invoice to the shipper.
After going through all these steps, it has the status completed.
