How to quote using a group template
To open this article in a new tab, click here.
Find out in the article how you can avoid manually entering conditions by selecting templates with previous conditions added. This tool will help you save you time by maintaining these predetermined or standardised parameters.
1. Follow the normal quotation process
To select a Group Template when building a quote, make a rate search and select rates, as you would if you were creating a quote.
2. Navigate to the Local Charges tab
After selecting the rates and clicking save, navigate to the Local Charges tab. Here you will see a drop-down called Group Template. Select the template with the conditions you entered to create it.
3. Select the group template from the dropdown
Once you’ve selected the group template, all of the local charges you previously applied will be included in the list of Local Charges for that group will appear.
You can choose to add and remove any of the local charges by selecting the box on the corresponding row, or you can completely remove the local charge by clicking the red rubbish can. You can also edit information in the local charge, such as the rate, units, and currency. Find out more about quoting by reading the below articles:
How to search for and save quotations
How to edit, request updates, and manage your quotations
Related Articles
How to create a group template
To open this article in a new tab, click here. Using standardisation and automation with the group templates tool you can speed up the quoting process and include additional costs and variables when building a quote for your customer. An example of ...Group Templates VS. Incoterms VS. Sales Profiles Which one overrides which
To open this article in a new tab, click here. This article is intended to help users understand the system behaviour in the case that Group Templates for Local Terms are configured and at the same time, an Incoterm such as an EXW is applied, while ...Group Charges on the Actual Quote 2026
Under certain circumstances, an agent or forwarder may need to group and label separate selected costs under a classification based on any number of different criteria. This enables the user to simplify or classify the final presentation of costs for ...Group Charges on the Actual Quote 2026
Under certain circumstances, an agent or forwarder may need to group and label separate selected costs under a classification based on any number of different criteria. This enables the user to simplify or classify the final presentation of costs for ...How to create groups of services
To open this article in a new tab, click here. You can create groups of services for local charges to keep track of and group services together using Freightos' groups of services tool. Grouping services together allows the system to collectively ...