| Document type: | Work instruction |
|---|---|
| Document ID: | WI-S-01 |
| Assigned standards: | ISO 9001:2015 - 5.3 Organizational roles, responsibilities and authorities |
| Process owner: | Cosborne |
| Roles affected: | Sales Agent |
| Business unit: | Sales |
| Approval state: | Approved (Version: 5) |
|---|---|
| Approval by: | Mwilliams |
| Approval date: | 14:51:42, 14 August 2024 |
| Valid from: | December 1, 2021 |
| Valid until: | December 31, 2024 ◉ |
| Internal audit due: | July 6, 2022 |
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
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 |
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