IMS:Making an offer

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Document type:	Work instruction
Document ID:	WI-S-01
Assigned standards:	ISO 9001:2015"ISO 9001:2015" is not in the list (ISO27001:2022, ISO9001:2015, ISO14001:2015) of allowed values for the "IMS Standard specification" property. - 5.3 Organizational roles, responsibilities and authorities
Process owner:	User:Cosborne
Roles affected:	Sales Agent
Business unit:	Sales

Approval state:	Approved (Version: 8)
Approval by:	WikiSysop
Approval date:	08:13:16, 2 May 2025
Valid from:	December 1, 2021
Valid until:	May 3, 2026 ◎abgelaufen
Internal audit due:

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

• Sales process

Work instruction

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