IMS:Making an offer: Difference between revisions

Revision as of 08:06, 2 May 2025

Document control

Document type:	Core process
Document number:	WI-S-01
Process owner:
Scope:	Sales
Affected roles:	Sales Agent
Work instructions:

Valid:	12/01/2021 to 05/03/2026 ◎abgelaufen
Standards:	None
Audit date:
Approval:	WikiSysop (05/02/2025) - Version: 8
Page status:	Approved

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

@@ Line 1: / Line 1: @@
 {{IMS Document control
+|documentType=Process description
+|processType=Core process
 |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
-|owner=User:Cosborne
-|validFrom=2021-12-01
-|auditDue=2022-07-06
 }}
 == Purpose / Goals ==