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Roles affected: Sales Agent Business unit: Sales Assigned standards: ITIL 4ISO 9001:2015ISO 14001ISO/IEC 27001 GMP-GMP-Strategy managementGMP-Portfolio managementGMP-Architecture managementGMP-Service financial managementGMP-Workforce and talent managementGMP-Continual improvementGMP-Measurement and reportingGMP-Risk managementGMP-Information security managementGMP-Knowledge managementGMP-Organizational change managementGMP-Project managementGMP-Relationship managementGMP-Supplier managementSMP-Business analysisSMP-Service catalogue managementSMP-Service designSMP-Service level managementSMP-Availability managementSMP-Capacity and performance managementSMP-Service continuity managementSMP-Monitoring and event managementSMP-Service deskSMP-Incident managementSMP-Service request managementSMP-Problem managementSMP-Release managementSMP-Change enablementSMP-Service validation and testingSMP-Service configuration managementSMP-IT asset managementTMP-Deployment managementTMP-Infrastructure and platform managementTMP-Software development and management 1 Scope2 Normative references3 Terms and definitions4 Context of the organization4.1 Understanding the organization and its context4.2 Understanding the needs and expectations of interested parties4.3 Determining the scope of the quality management system4.4 Quality management system and its processes5 Leadership5.1 Leadership and commitment5.2 Policy5.3 Organizational roles, responsibilities and authorities6 Planning6.1 Actions to address risks and opportunities6.2 Quality objectives and planning to achieve them6.3 Planning of changes7 Support7.1 Resources7.2 Competence7.3 Awareness7.4 Communication7.5 Documented information8 Operation8.1 Operational planning and control8.2 Requirements for products and services8.3 Design and development of products and services8.4 Control of externally provided processes, products and services8.5 Production and service provision8.6 Release of products and services8.7 Control of nonconforming outputs9 Performance evaluation9.1 Monitoring, measurement, analysis and evaluation9.2 Internal audit9.3 Management review10 Improvement 1 Scope2 Normative references3 Terms and definitions3.1 Terms related to organization and leadership3.2 Terms related to planning3.3 Terms related to support and operation3.4 Terms related to performance evaluation and improvement4 Context of the organization4.1 Understanding the organization and its context4.2 Understanding the needs and expectations of interested parties4.3 Determining the scope of the environmental management system4.4 Environmental management system5 Leadership5.1 Leadership and commitment5.2 Environmental policy5.3 Organizational roles, responsibilities and authorities6 Planning6.1 Actions to address risks and opportunities6.2 Environmental objectives and planning to achieve them7 Support7.1 Resources7.2 Competence7.3 Awareness7.4 Communication7.5 Documented information8 Operation8.1 Operational planning and control8.2 Emergency preparedness and response9 Performance evaluation9.1 Monitoring, measurement, analysis and evaluation9.2 Internal audit9.3 Management review10 Improvement10.1 General10.2 Nonconformity and corrective action10.3 Continual improvement 1 Scope2 Normative references3 Terms and definitions4 Context of the organization4.1 Understanding the organization and its context4.2 Understanding the needs and expectations of interested parties4.3 Determining the scope of the information security management system4.4 Information security management system5 Leadership5.1 Leadership and commitment5.2 Policy5.3 Organizational roles, responsibilities and authorities6 Planning6.1 Actions to address risks and opportunities6.2 Information security objectives and planning to achieve them7 Support7.1 Resources7.2 Competence7.3 Awareness7.4 Communication7.5 Documented information8 Operation8.1 Operational planning and control8.2 Information security risk assessment8.3 Information security risk treatment9 Performance evaluation9.1 Monitoring, measurement, analysis and evaluation9.2 Internal audit9.3 Management review10 Improvement10.1 Nonconformity and corrective action10.2 Continual improvement Process owner: Approval by: This value is set automatically. Approval date: This value is set automatically. Valid from: Valid until: Internal audit due: == 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 == * [[IMS:Sales process|Sales process]] == Work instruction == {| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}" !'''Responsible''' !'''Step''' !'''Procedure''' !'''Needed tools''' |- |Sales agent |Document requirements in Odoo |<bs:checklist type="check" checked="false" /> Check and evaluate the documented requirements in Odoo |''systems, checklists,'' ''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 |} Save page Cancel
