Question 1

How to Add Details Into "Customer Party"

Accepted Answer

How to Add Details Into "Customer Party"

Made by Amit Rosenthal with Scribe

In this step by step guide, we will share some insights on how to generate new details into the "Customer Party" section, why it is a super useful tool to help you generate faster RFQ's for you and why it's important to have all your Shipper & Consignee's entered in your Proboxx account.

Would you like to watch a full tutorial video ?? Pls check the following link:

| https://www.loom.com/share/c28a176eadc5474985f77a95d7d22012

Here is a full step by step guide on how to generate a new RFQ successfully.

****1. Navigate to ** https://app.proboxx.co/customerparty?page=1&queryfilter=[]&params={%22size%22:25,%22totalElements%22:0,%22pageNumber%22:0,%22sortBy%22:%22created_at%22,%22sortOrder%22:%22dsc%22}**

| Tip! The following steps are based on entering a NEW Shipper or Consignee.**

2. Select Customer Party from the Menu bar. Once in, click "Add Customer Party"

Entering Company Details

*3. Under "Company

Question 2

How to generate a new RFQ

Accepted Answer

How to generate a RFQ (Request For Quote)

###### We are excited to get you going. Here is a full step by step guide on how to generate a new RFQ successfully.

Would you like to watch a full tutorial video ?? Pls check the following link:

| https://www.loom.com/share/238f5e8240b44ee49652b8870211b0d9

Would you like to watch a full step by step guide on how to generate a new RFQ successfully.

Pls check below full detailed guide:

1. Navigate to https://app.proboxx.co/

2. Log in to your Proboxx portal

3. Click "Quotations"

4. Click "New Quote"

5. Under "What are you shipping?" Enter in your details.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2022-12-27/6ef68537-63c9-417d-9bbf-5d0bf3187e35/as

Question 3

How to add Item / Sku's to your Proboxx portal

Accepted Answer

How to add item / Sku's to your Proboxx portal

We are excited to get you going.

Here is a full step by step guide on how to add item / Sku's to your Proboxx portal.

Would you like to watch a full tutorial video ?? Pls check the following link: https://www.loom.com/share/a1f73a714aed46e2bfb28ec31a949c95

Would you like to watch a full step by step guide on How to add item / Sku's to your Proboxx portal? Pls check below full detailed guide:

Proboxx Workflow - How to add Item / Sku's to your Proboxx portal

Made by Amit Rosenthal with Scribe

Now you can easily keep all your SKU items under one "umbrella". Use Proboxx's new feature to save all your SKU details in one place. Now, creating a new RFQ is easier more than ever. In the following Scribe - we will show you step by step on how to save your SKU and create a RFQ just in 15 sec.

1. Navigate to https://app.proboxx.co/quotation/edit/63f1db14c5f399b511b62ddb?section=0

Adding SKU / Item to Proboxx portal

2. Under the main dashboard, click "Items / SKUs"

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2023-02-19/c8850532-803d-4875-b36e-f2fdf227d486/ascreenshot.jpeg?tlpx=0,151&brpx=896,655&sharp=0.8&width=560&watscale=50&wat=1&watopacity=0.7&watgravity=northwest&waturl=https://colony-labs-public.s3.us-east-2.amazonaws.com/images/watermarks/watermar

Question 4

How to duplicate an old RFQ and create a new one in less than 30 sec

Accepted Answer

How to duplicate an old RFQ and create a new one in less than 30 sec

Made by Amit Rosenthal with Scribe

Do you have a new RFQ you would like to generate in the Proboxx portal? Instead of creating a new one, you can easily duplicate a previous quote request using the new Proboxx feature "Duplicate Request". This will enable you to duplicate an old RFQ and create a new one in just one click! Here we show you how:

Would you like to watch a full tutorial video ?? Pls check the following link:

| https://www.loom.com/share/4397843f6bde4cee8ddb3b1c2143f5f2

Would you like to watch a full step by step guide on how to generate a new RFQ successfully.

Pls check below full detailed guide:

1. Navigate to https://app.proboxx.co/

Main dashboard

2. Under your main dashboard, go into the "Quotations tab" on the left corner of your screen.

**3. Choose a specific old request you would like to duplicate. In this case study I chose an old request I had: No Q-000182 **

![](https://ajeuwbhvhr.cloudimg

Question 5

How to issue an SOA(statement of account)

Accepted Answer

How to issue an SOA(statement of account)

Made by Amit Rosenthal with Scribe

In just two clicks you can issue and download your SOA with Proboxx. Here is a full guide.

1. Navigate to Proboxx portal : https://app.proboxx.co/

2. Go to "Reports"

3. Scroll to Accounts / statement of accounts

4. Click the "Filter Date Range" field.

**5. Choose & click your preferable date range **

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2023-01-16/9f7

Question 6

How to add a Coupon code into Proboxx when generating a new RFQ

Accepted Answer

We are excited to get you going.

Here is a full step by step guide on how add a Coupon code when generate a new RFQ.

Would you like to watch a full tutorial video ?? Pls check the following link:

https://www.loom.com/share/4da81273d3984e4f80fe258b64c19c54

Would you like to watch a full step by step guide on how to generate a new RFQ successfully.

Pls check below full detailed guide:

1. Navigate to https://app.proboxx.co/shipment/63e380a395ad86d8bade3b00

Request for new quote

2. Click "Quotations"

3. Click "New Quote"

Add all your shipment details.

Alert: Under "Additional information" segment

4. add your Coupon code in the specific field

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2023

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