Making an offer

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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 ◉green
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

• Sales 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