Services Transport, Operations and Logistics

Shipment Cost Estimation and Quotation Generation Training

SAQA US 252266 | NQF 4 | Credits 6 | Duration 3 Days
From $967 per delegate

Description

This course equips learners with the skills to accurately estimate shipment costs and generate professional quotations. It covers the principles of cost estimation, including factors such as distance, weight, volume, and special handling requirements, enabling learners to produce competitive and accurate quotes.

Learning Outcomes

  • Apply cost estimation principles to calculate shipment costs based on weight, volume, distance, and special requirements.
  • Analyze various cost components including fuel surcharges, insurance, customs duties, and handling fees.
  • Evaluate different transportation modes and routes to determine the most cost-effective solution.
  • Generate accurate and professional shipment quotations using standard templates and software.
  • Demonstrate compliance with relevant regulations and company policies in quotation generation.

Target Audience

This course is designed for logistics coordinators, supply chain professionals, freight forwarders, and anyone involved in the pricing and quotation of shipments within the transport and logistics industry.

Prerequisites

None — open enrollment. However, familiarity with basic logistics terminology is beneficial.

Course Outline

Day 1: Fundamentals of Shipment Costing

Objectives:
• Understand key cost components in shipment estimation
• Differentiate between fixed, variable, and semi-variable costs
• Identify cost drivers in logistics and transport
• Apply basic cost calculation methods
• Recognise the role of accurate estimation in quotation generation

Topics:
• Introduction to shipment cost estimation
• Cost components: freight, insurance, duties, handling, and documentation
• Fixed vs variable costs in logistics
• Cost drivers: distance, weight, volume, and mode of transport
• Basic cost calculation methods (per unit, per kg, per m³)
• Importance of accurate estimation for profitability
• Overview of quotation generation process

Day 2: Quotation Generation and Pricing Strategies

Objectives:
• Calculate shipment costs using real-world data
• Apply markup, margin, and discount strategies
• Structure a professional quotation document
• Analyse market rates and competitive pricing
• Incorporate terms and conditions into quotations

Topics:
• Step-by-step cost calculation for different shipment types
• Pricing strategies: markup, margin, and break-even analysis
• Components of a quotation: validity, payment terms, and exclusions
• Market rate analysis and competitor benchmarking
• Discount structures and volume pricing
• Creating a quotation template
• Legal and compliance aspects of quotations

Day 3: Advanced Estimation and Practical Integration

Objectives:
• Use software tools for cost estimation and quotation generation
• Handle special cases: hazardous goods, perishables, and oversized cargo
• Evaluate cost-saving opportunities without compromising service
• Manage currency fluctuations and fuel surcharges
• Review and refine quotations based on client feedback

Topics:
• Introduction to estimation software (e.g., Excel, logistics ERP)
• Special shipment types: hazardous, perishable, and oversized
• Incoterms and their impact on cost allocation
• Currency exchange and fuel surcharge management
• Cost optimisation techniques
• Handling client negotiations and quotation revisions
• Case study: end-to-end quotation generation

Practicals

10 hours of practicals To be conducted online or on-campus or in-house
Overview

Practical sessions allow learners to apply cost estimation methods and quotation generation techniques using real-world scenarios. Learners will calculate shipment costs, create professional quotations, and use software tools to simulate the complete process, reinforcing theoretical knowledge through hands-on practice.

Practical Activities
  • Cost Calculation Exercise — Learners calculate total shipment cost for given scenarios including freight, insurance, duties, and handling fees. (3h)
  • Quotation Creation Workshop — Learners create professional quotations using templates, applying pricing strategies and incorporating terms and conditions. (4h)
  • Software Simulation — Learners use estimation software (e.g., Excel or logistics tool) to generate quotations for multiple shipment types. (3h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Tue 08 Sep 2026 Thu 10 Sep 2026 Virtual Spring 2026 $967 Register
Mon 28 Sep 2026 Wed 30 Sep 2026 Virtual Spring 2026 $967 Register
Wed 21 Oct 2026 Fri 23 Oct 2026 Virtual Spring 2026 $967 Register
Tue 08 Dec 2026 Thu 10 Dec 2026 Virtual Summer 2026 $967 Register
Mon 11 Jan 2027 Wed 13 Jan 2027 Virtual Summer 2026 $967 Register
Wed 17 Feb 2027 Fri 19 Feb 2027 Virtual Summer 2026 $967 Register
Tue 02 Mar 2027 Thu 04 Mar 2027 Virtual Autumn 2027 $967 Register
Mon 08 Mar 2027 Wed 10 Mar 2027 Virtual Autumn 2027 $967 Register
Wed 17 Mar 2027 Fri 19 Mar 2027 Virtual Autumn 2027 $967 Register
Tue 08 Jun 2027 Thu 10 Jun 2027 Virtual Winter 2027 $967 Register
Mon 28 Jun 2027 Wed 30 Jun 2027 Virtual Winter 2027 $967 Register
Wed 21 Jul 2027 Fri 23 Jul 2027 Virtual Winter 2027 $967 Register
Tue 07 Sep 2027 Thu 09 Sep 2027 Virtual Spring 2027 $967 Register
Mon 27 Sep 2027 Wed 29 Sep 2027 Virtual Spring 2027 $967 Register
Wed 20 Oct 2027 Fri 22 Oct 2027 Virtual Spring 2027 $967 Register
Tue 07 Dec 2027 Thu 09 Dec 2027 Virtual Summer 2027 $967 Register
Mon 27 Dec 2027 Wed 29 Dec 2027 Virtual Summer 2027 $967 Register
Wed 19 Jan 2028 Fri 21 Jan 2028 Virtual Summer 2027 $967 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 496 sessions across 26 venues
Start End Venue Season Price Action
Tue 04 Aug 2026 Thu 06 Aug 2026 Pretoria, South Africa Winter 2026 $1,447 Register
Tue 04 Aug 2026 Thu 06 Aug 2026 Mauritius Winter 2026 $3,148 Register
Wed 05 Aug 2026 Fri 07 Aug 2026 Cape Town, South Africa Winter 2026 $2,392 Register
Wed 05 Aug 2026 Fri 07 Aug 2026 Lagos, Nigeria Winter 2026 $3,796 Register
Mon 10 Aug 2026 Wed 12 Aug 2026 Pretoria, South Africa Winter 2026 $1,447 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Wed 16 Sep 2026 Fri 18 Sep 2026 Your Premises Spring 2026 $1,258 Register
Tue 06 Oct 2026 Thu 08 Oct 2026 Your Premises Spring 2026 $1,258 Register
Mon 26 Oct 2026 Wed 28 Oct 2026 Your Premises Spring 2026 $1,258 Register
Wed 16 Dec 2026 Fri 18 Dec 2026 Your Premises Summer 2026 $1,258 Register
Tue 19 Jan 2027 Thu 21 Jan 2027 Your Premises Summer 2026 $1,258 Register
Mon 22 Feb 2027 Wed 24 Feb 2027 Your Premises Summer 2026 $1,258 Register
Wed 10 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,258 Register
Tue 16 Mar 2027 Thu 18 Mar 2027 Your Premises Autumn 2027 $1,258 Register
Mon 22 Mar 2027 Wed 24 Mar 2027 Your Premises Autumn 2027 $1,258 Register
Wed 16 Jun 2027 Fri 18 Jun 2027 Your Premises Winter 2027 $1,258 Register
Tue 06 Jul 2027 Thu 08 Jul 2027 Your Premises Winter 2027 $1,258 Register
Mon 26 Jul 2027 Wed 28 Jul 2027 Your Premises Winter 2027 $1,258 Register
Wed 15 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $1,258 Register
Tue 05 Oct 2027 Thu 07 Oct 2027 Your Premises Spring 2027 $1,258 Register
Mon 25 Oct 2027 Wed 27 Oct 2027 Your Premises Spring 2027 $1,258 Register
Wed 15 Dec 2027 Fri 17 Dec 2027 Your Premises Summer 2027 $1,258 Register
Tue 04 Jan 2028 Thu 06 Jan 2028 Your Premises Summer 2027 $1,258 Register
Mon 24 Jan 2028 Wed 26 Jan 2028 Your Premises Summer 2027 $1,258 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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