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Set User Quote Settings

How to configure your user settings and set user defaults for voyages planned in Opentug

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Written by Mike Baldwin
Updated over a week ago

1. Navigate to the Plan Voyage page

To begin quoting a voyage, click on "Plan Voyage" in the header view.

Click on Plan a Voyage

2. Click on the Settings Icon

To edit company and user default settings, click on the Settings Icon.

Click on the Settings Icon

3. Select Your Defaults

To change individual user settings, select "Your Defaults."

Select Your Defaults

4. Edit individual

Edit individual settings by clicking through and adding desired numbers.

Edit individual

5. Check Estimate Lock Delays…

Toggle on and off specific settings for your voyage planning view.

Check Estimate Lock Delays…

6. Click on Add Charge

To add an additional charge to your view, click "Add Charge"

Click on Add Charge

7. Select charge type

Select charge type

8. Click on Save

By saving the settings, you alter your individual view for the Plan a Voyage screen. The company wide settings remain unaffected.

Click on Save
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