You do not have permission to edit this page, for the following reason:
You can view and copy the source of this page.
Templates used on this page:
Return to IMS:Making an offer.
{{IMS Document control
|documentType=Work instruction
|documentNumber=WI-S-01
|roles=Sales Agent
|scope=Sales
|validFrom=2021-12-01
|auditDue=2022-07-06
|standardSpecification=ISO 9001:2015
|ISO9001=5.3 Organizational roles, responsibilities and authorities
}}
== Purpose / Goals ==
An offer is made at the request of the customer. The quality and content of the offer are of great importance here. The aim of these work instructions is to create an offer that leads to a signed contract and takes into account the interests of the customer and our company.
== Assigned process ==
* [[IMS:Sales process|Sales process]]
== Work instruction ==
{| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}"
!'''Responsible'''
!'''Step'''
!'''Procedure'''
!'''Needed tools'''
|-
|Sales agent
|Document requirements in Odoo
|FileCheck and evaluate the documented requirements in Odoo
|''systems, checklists,''
''physical tools''
|-
|
|Generate an offer
|FileComplete the template "Offer"
|Odoo
|-
|Sales manager
|Check the offer
|FileDescription of the service
FileTerms and conditions
FileOptions
FilePrices and additional costs (net and gross values)
FilePayment conditions
FileDiscounts
FileValidity period of the offer
|Odoo
|-
|Sales agent
|Send offer via email
|
|Odoo
|-
|
|Rework the offer after feedback from client
|
|Odoo, Email
|}
{{IMS Document control|documentType=Work instruction|documentNumber=WI-S-01|roles=Sales Agent|scope=Sales|validFrom=2021-12-01|auditDue=2022-07-06|standardSpecification=ISO 9001:2015|ISO9001=5.3 Organizational roles, responsibilities and authorities}}== Purpose / Goals ==An offer is made at the request of the customer. The quality and content of the offer are of great importance here. The aim of these work instructions is to create an offer that leads to a signed contract and takes into account the interests of the customer and our company.== Assigned process ==* [[IMS:Sales process|Sales process]]== Work instruction =={| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}"!'''Responsible'''!'''Step'''!'''Procedure'''!'''Needed tools'''|-|Sales agent|Document requirements in Odoo|FileCheck and evaluate the documented requirements in Odoo|''systems, checklists,''''physical tools''|-||Generate an offer|FileComplete the template "Offer"|Odoo|-|Sales manager|Check the offer|FileDescription of the serviceFileTerms and conditionsFileOptionsFilePrices and additional costs (net and gross values)FilePayment conditionsFileDiscountsFileValidity period of the offer|Odoo|-|Sales agent|Send offer via email||Odoo|-||Rework the offer after feedback from client||Odoo, Email|}
