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== Purpose / Goals == | == 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 == | == Assigned process == | ||
* [[IMS:Sales process|Sales process]] | |||
== Work instruction == | == Work instruction == | ||
{| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}" | {| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}" | ||
| Line 21: | Line 23: | ||
!'''Needed tools''' | !'''Needed tools''' | ||
|- | |- | ||
| | |Sales agent | ||
| | |Document requirements in Odoo | ||
| | |<bs:checklist type="check" checked="false" /> Check and evaluate the documented requirements in Odoo | ||
|''systems, checklists,'' | |''systems, checklists,'' | ||
''physical tools'' | ''physical tools'' | ||
|- | |- | ||
| | | | ||
|Generate an offer | |||
|<bs:checklist type="check" checked="false" /> Complete the template "Offer" | |||
|Odoo | |||
|- | |||
|Sales manager | |||
|Check the offer | |||
|<bs:checklist type="check" checked="false" /> Description of the service | |||
<bs:checklist type="check" checked="false" /> Terms and conditions | |||
<bs:checklist type="check" checked="false" /> Options | |||
<bs:checklist type="check" checked="false" /> Prices and additional costs (net and gross values) | |||
<bs:checklist type="check" checked="false" /> Payment conditions | |||
<bs:checklist type="check" checked="false" /> Discounts | |||
<bs:checklist type="check" checked="false" /> Validity period of the offer | |||
|Odoo | |||
|- | |||
|Sales agent | |||
|Send offer via email | |||
| | | | ||
|Odoo | |||
|- | |||
| | | | ||
|Rework the offer after feedback from client | |||
| | | | ||
|Odoo, Email | |||
|} | |} | ||
Latest revision as of 16:39, 2 December 2021
| Document type: | Work instruction |
|---|---|
| Document ID: | WI-S-01 |
| Assigned standards: | ISO 9001:2015 - 5.3 Organizational roles, responsibilities and authorities |
| Process owner: | User:Erogeberg |
| Roles affected: | Sales Agent |
| Business unit: | Sales |
| Approval state: | First draft (Version: 0) |
|---|---|
| Approval by: | |
| Approval date: | |
| Valid from: | December 1, 2021 |
| Valid until: | December 1, 2023 ◉ |
| 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 | Check and evaluate the documented requirements in Odoo | systems, checklists,
physical tools |
| Generate an offer | Complete the template "Offer" | Odoo | |
| Sales manager | Check the offer | Description of the service
Terms and conditions Options Prices and additional costs (net and gross values) Payment conditions Discounts Validity 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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