| 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[edit | edit source]
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[edit | edit source]
Work instruction[edit | edit source]
| 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 |
Discussions